Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
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
4.23%
−5.12%
6 Months
0.96%
10.94%
1 Year
14.90%
14.16%
3 Years
14.68%
7.74%
5 Years
10.31%
3.22%
Since Inception
19.96%
10.15%
Fund Age
24 yrs 3 mo
7 yrs 2 mo
AUM
₹757.54 Cr
₹34.95 Cr
Alpha – 1 Year
10.18%
14.51%
Alpha – 3 Years
2.59%
−1.26%
Information Ratio – 3 Years
0.54
-0.10
Volatility – 1 Year
22.77%
25.75%
Volatility – 3 Years
22.88%
17.58%
Beta – 1 Year
1.00
1.43
Beta – 3 Years
1.22
1.06
Sharpe Ratio – 1 Year
0.49
0.43
Sharpe Ratio – 3 Years
0.49
0.21
Worst Rolling Year
-9.25%
-2.37%
Value at Worst Rolling Year
₹0.91 Cr
₹0.98 Cr
Deepest Drawdown
−36.23%
−19.75%
Recovery Period
395 days
57 days
1-Year Rolling Windows Positive
90.02%
96.22%
Median Rolling Year
15.11%
9.45%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
L 41% · M 32% · S 26%
Number of Stocks
62
19
Portfolio P/E
36.83
40.21
Top 5 Holdings
Multi Commodity Exchange of India Ltd · 7.33%
BSE Ltd · 5.86%
National Aluminium Company Ltd · 5.30%
Lloyds Metals & Energy Ltd · 5.06%
Nippon Life India Asset Management Ltd · 4.84%
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
—
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% / 0% / 0%
0% / 0% / 0%