Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Lakewater Advisors - India Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
−5.12%
6 Months
22.62%
10.94%
1 Year
24.22%
14.16%
3 Years
21.85%
7.74%
5 Years
23.03%
3.22%
Since Inception
26.36%
10.15%
Fund Age
5 yrs 7 mo
7 yrs 2 mo
AUM
₹1,251.52 Cr
₹34.95 Cr
Alpha – 1 Year
19.50%
14.51%
Alpha – 3 Years
9.76%
−1.26%
Information Ratio – 3 Years
1.14
-0.10
Volatility – 1 Year
21.48%
25.75%
Volatility – 3 Years
19.09%
17.58%
Beta – 1 Year
1.12
1.43
Beta – 3 Years
1.08
1.06
Sharpe Ratio – 1 Year
0.87
0.43
Sharpe Ratio – 3 Years
0.92
0.21
Worst Rolling Year
19.03%
-2.37%
Value at Worst Rolling Year
₹1.19 Cr
₹0.98 Cr
Deepest Drawdown
−23.65%
−19.75%
Recovery Period
428 days
57 days
1-Year Rolling Windows Positive
100.00%
96.22%
Median Rolling Year
25.78%
9.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 27% · S 55%
L 41% · M 32% · S 26%
Number of Stocks
60
19
Portfolio P/E
39.40
40.21
Top 5 Holdings
Aditya Infotech Ltd · 4.75%
Timex Group India Ltd · 3.20%
TVS Motor Company Ltd · 3.02%
Shriram Finance Ltd · 3.01%
Senores Pharmaceuticals Ltd · 2.97%
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)
2% / 0% / 0%
0% / 0% / 0%