Portfolio Management Services (PMS)Compare Schemes
Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow) vs Lighthouse Canton Sectoral Shift Strategy
Add SchemeGrowth of ₹1 Crore
Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow)
Lighthouse Canton Sectoral Shift Strategy
1 Month
−0.53%
0.09%
6 Months
0.57%
−2.66%
1 Year
—
—
3 Years
—
—
5 Years
—
—
Since Inception
2.03%
2.35%
Fund Age
7 mo
11 mo
AUM
₹0.29 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
L 17% · M 21% · S 6%
—
Number of Stocks
20
—
Portfolio P/E
15.87
—
Top 5 Holdings
Vedanta Iron & Steel Ltd · 8.22%
Nippon India ETF Hang Seng BeES · 7.87%
Knowledge Realty Trust · 7.21%
IndiGrid Infrastructure Trust · 6.79%
Nippon India Silver ETF · 6.53%
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
Others · 23.38%
Oil, Gas & Consumable Fuels · 16.98%
Realty · 13.45%
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Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –