Portfolio Management Services (PMS)Compare Schemes
Lighthouse Canton Sectoral Shift Strategy vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Lighthouse Canton Sectoral Shift Strategy
Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Lighthouse Canton Sectoral Shift Strategy
Tenet Portfolio (previously known as ABC Equity Portfolio)
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.09%
−0.27%
6 Months
−2.66%
−1.47%
1 Year
—
6.66%
3 Years
—
11.29%
5 Years
—
13.68%
Since Inception
2.35%
15.03%
Fund Age
11 mo
5 yrs 7 mo
AUM
₹22.93 Cr
₹138.83 Cr
Alpha – 1 Year
—
7.01%
Alpha – 3 Years
—
2.30%
Information Ratio – 3 Years
—
0.23
Volatility – 1 Year
19.73%
16.50%
Volatility – 3 Years
—
16.10%
Beta – 1 Year
—
0.93
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
-0.01
0.15
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
11.25%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−14.37%
−21.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
18
Portfolio P/E
—
32.00
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%
Other Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%