Portfolio Management Services (PMS)Compare Schemes
Envision New Frontiers Portfolio vs Lighthouse Canton Sectoral Shift Strategy
Add SchemeGrowth of ₹1 Crore
Envision New Frontiers Portfolio
Lighthouse Canton Sectoral Shift Strategy
1 Month
5.37%
0.09%
6 Months
22.21%
−2.66%
1 Year
—
—
3 Years
—
—
5 Years
—
—
Since Inception
20.37%
2.35%
Fund Age
8 mo
11 mo
AUM
₹12.5 Cr
₹22.93 Cr
Alpha – 1 Year
—
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
19.73%
Volatility – 3 Years
—
—
Beta – 1 Year
—
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
-0.01
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−14.37%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Nippon India ETF Nifty Bank BeES · 24.38%
Mirae Asset Nifty India Manufacturing ETF · 21.50%
Motilal Oswal Nifty Capital Market ETF · 18.35%
Top Sectors
—
—
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –