Portfolio Management Services (PMS)Compare Schemes
ASK Lighthouse vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
ASK Lighthouse
Tamohara - TRUFFLE
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.73%
8.72%
6 Months
−1.97%
28.59%
1 Year
−3.39%
28.02%
3 Years
—
18.67%
5 Years
—
17.18%
Since Inception
6.01%
20.03%
Fund Age
2 yrs 4 mo
5 yrs 4 mo
AUM
₹467 Cr
₹221.27 Cr
Alpha – 1 Year
−6.37%
28.37%
Alpha – 3 Years
—
9.68%
Information Ratio – 3 Years
—
0.87
Volatility – 1 Year
20.24%
22.32%
Volatility – 3 Years
—
17.88%
Beta – 1 Year
1.10
1.03
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
-0.34
0.99
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
13.69%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−14.02%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 15% · S 23%
L 19% · M 4% · S 74%
Number of Stocks
25
29
Portfolio P/E
34.53
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –