Portfolio Management Services (PMS)Compare Schemes
EquiPoise New India Opportunities vs Lighthouse Canton Sectoral Shift Strategy
Add SchemeGrowth of ₹1 Crore
EquiPoise New India Opportunities
Lighthouse Canton Sectoral Shift Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
3.18%
0.09%
6 Months
8.17%
−2.66%
1 Year
9.87%
—
3 Years
—
—
5 Years
—
—
Since Inception
2.94%
2.35%
Fund Age
19 mo
11 mo
AUM
₹65.36 Cr
₹22.93 Cr
Alpha – 1 Year
5.15%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.65%
19.73%
Volatility – 3 Years
—
—
Beta – 1 Year
1.08
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.31
-0.01
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.54%
−14.37%
Recovery Period
Not yet recovered
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
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –