Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Lakewater Advisors - India Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
−5.12%
6 Months
10.82%
10.94%
1 Year
8.67%
14.16%
3 Years
13.08%
7.74%
5 Years
15.51%
3.22%
Since Inception
26.40%
10.15%
Fund Age
6 yrs
7 yrs 2 mo
AUM
₹5,996.39 Cr
₹34.95 Cr
Alpha – 1 Year
3.95%
14.51%
Alpha – 3 Years
0.99%
−1.26%
Information Ratio – 3 Years
0.24
-0.10
Volatility – 1 Year
22.00%
25.75%
Volatility – 3 Years
18.61%
17.58%
Beta – 1 Year
1.19
1.43
Beta – 3 Years
1.02
1.06
Sharpe Ratio – 1 Year
0.24
0.43
Sharpe Ratio – 3 Years
0.55
0.21
Worst Rolling Year
12.98%
-2.37%
Value at Worst Rolling Year
₹1.13 Cr
₹0.98 Cr
Deepest Drawdown
−22.98%
−19.75%
Recovery Period
Not yet recovered
57 days
1-Year Rolling Windows Positive
100.00%
96.22%
Median Rolling Year
24.54%
9.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 41% · M 32% · S 26%
Number of Stocks
30
19
Portfolio P/E
25.07
40.21
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
0% / 0% / 0%