Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.73%
8.45%
6 Months
−1.97%
29.49%
1 Year
−3.39%
37.09%
3 Years
—
18.49%
5 Years
—
12.39%
Since Inception
6.01%
18.64%
Fund Age
2 yrs 4 mo
10 yrs 3 mo
AUM
₹467 Cr
₹1,760.35 Cr
Alpha – 1 Year
−6.37%
32.37%
Alpha – 3 Years
—
6.40%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
20.24%
25.02%
Volatility – 3 Years
—
18.27%
Beta – 1 Year
1.10
1.22
Beta – 3 Years
—
0.89
Sharpe Ratio – 1 Year
-0.34
1.18
Sharpe Ratio – 3 Years
—
0.74
Worst Rolling Year
—
-0.28%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−14.02%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
—
99.89%
Median Rolling Year
—
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 15% · S 23%
L 11% · S 71%
Number of Stocks
25
13
Portfolio P/E
34.53
41.36
Top 5 Holdings
Hindustan Aeronautics Ltd · 8.76%
Larsen & Toubro Ltd · 8.61%
Reliance Industries Ltd · 8.53%
HDFC Bank Ltd · 8.35%
UltraTech Cement Ltd · 7.96%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%