PMS · Equity · Multi Cap
Lighthouse Canton Sectoral Shift Strategy
Fund size₹23 Cr
IRRSince inception2.35%
Minimum investment₹50 Lakh
Fund age11 mo
Fund Manager
Growth of₹Cr
Lighthouse Canton Sectoral Shift
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Lighthouse Canton Sectoral Shift−2.34%————2.35%
NIFTY 50 TRI−7.00%————−1.52%
Excess over benchmark4.66%————3.87%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
19.73%
A standard deviation reflecting historical swings.
Risk-reward
−0.01
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −14.37%. It has not yet recovered.
Max drawdowns
−14.37%
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme––−14.37%–––
Benchmark04 Sep 202530 Mar 2026−15.08%207 days––
Scheme
Peak–
Trough–
Depth−14.37%
Fell over–
Recovered–
Recovery took–
Benchmark
Peak04 Sep 2025
Trough30 Mar 2026
Depth−15.08%
Fell over207 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Asset class
Equity
Top 3 holdings
Nippon India ETF Nifty Bank BeES24.38%
Mirae Asset Nifty India Manufacturing ETF21.50%
Motilal Oswal Nifty Capital Market ETF18.35%
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · Simple
Fixed Management Fee1.00% / yr
Performance FeeNone
Hurdle RateNot applicable
FixedPlan B · Simple
Fixed Management Fee0.75% / yr
Performance FeeNone
Hurdle RateNot applicable
FixedPlan C · Simple
Fixed Management Fee0.50% / yr
Performance FeeNone
Hurdle RateNot applicable
FixedPlan D · Simple
Fixed Management Fee0.60% / yr
Performance FeeNone
Hurdle RateNot applicable
PerformancePlan E · Performance Linked
Fixed Management FeeNone
Performance Fee15% of profit
Hurdle RateNot applicable
FixedPlan F · Simple
Fixed Management Fee0.50% / yr
Performance FeeNone
Hurdle RateNot applicable
PerformancePlan 7 · Performance Linked
Fixed Management FeeNone
Performance Fee13% of profit
Hurdle RateNot applicable
FixedPlan 8 · Simple
Fixed Management Fee0.35% / yr
Performance FeeNone
Hurdle RateNot applicable
PerformancePlan 9 · Performance Linked
Fixed Management FeeNone
Performance Fee10% of profit
Hurdle RateNot applicable
Exit load 1.00% within 1 year. Lock-in: Nil.
Let's start a
conversation
  • Compare this PMS against 3,000+ others with our research desk
  • Build a long-term portfolio around your goals, not a one-off buy
  • Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.
Start a conversation
Share a few details and an expert will reach out.
We will only use these details to contact you about this enquiry. No spam.