Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Lakewater Advisors - India Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.35%
−5.12%
6 Months
5.61%
10.94%
1 Year
10.19%
14.16%
3 Years
9.70%
7.74%
5 Years
7.80%
3.22%
Since Inception
13.10%
10.15%
Fund Age
14 yrs 11 mo
7 yrs 2 mo
AUM
₹88.88 Cr
₹34.95 Cr
Alpha – 1 Year
10.54%
14.51%
Alpha – 3 Years
0.70%
−1.26%
Information Ratio – 3 Years
0.00
-0.10
Volatility – 1 Year
15.04%
25.75%
Volatility – 3 Years
14.30%
17.58%
Beta – 1 Year
0.87
1.43
Beta – 3 Years
0.96
1.06
Sharpe Ratio – 1 Year
0.37
0.43
Sharpe Ratio – 3 Years
0.35
0.21
Worst Rolling Year
4.17%
-2.37%
Value at Worst Rolling Year
₹1.04 Cr
₹0.98 Cr
Deepest Drawdown
−20.16%
−19.75%
Recovery Period
Not yet recovered
57 days
1-Year Rolling Windows Positive
100.00%
96.22%
Median Rolling Year
13.53%
9.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 86% · M 13% · S 0%
L 41% · M 32% · S 26%
Number of Stocks
37
19
Portfolio P/E
—
40.21
Top 5 Holdings
Hitachi Energy India Ltd · 6.56%
TVS Motor Company Ltd · 6.27%
Apollo Hospitals Enterprise Ltd · 6.21%
Hindalco Industries Ltd · 5.96%
Polycab India Ltd · 5.90%
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
Financial Services · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
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)
2% / 1% / 0%
0% / 0% / 0%