Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.73%
7.03%
6 Months
−1.97%
31.10%
1 Year
−3.39%
52.47%
3 Years
—
17.74%
5 Years
—
16.38%
Since Inception
6.01%
15.58%
Fund Age
2 yrs 4 mo
16 yrs 9 mo
AUM
₹467 Cr
₹132.42 Cr
Alpha – 1 Year
−6.37%
47.75%
Alpha – 3 Years
—
5.65%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
20.24%
26.74%
Volatility – 3 Years
—
21.32%
Beta – 1 Year
1.10
1.30
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
-0.34
1.52
Sharpe Ratio – 3 Years
—
0.68
Worst Rolling Year
—
-15.93%
Value at Worst Rolling Year
—
₹0.84 Cr
Deepest Drawdown
−14.02%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
—
89.14%
Median Rolling Year
—
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
L 61% · M 15% · S 23%
M 9% · S 83%
Number of Stocks
25
26
Portfolio P/E
34.53
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%