Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
Lakewater Advisors - India Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.26%
−5.12%
6 Months
8.39%
10.94%
1 Year
14.45%
14.16%
3 Years
20.39%
7.74%
5 Years
20.20%
3.22%
Since Inception
16.82%
10.15%
Fund Age
7 yrs 10 mo
7 yrs 2 mo
AUM
₹12.77 Cr
₹34.95 Cr
Alpha – 1 Year
7.59%
14.51%
Alpha – 3 Years
9.35%
−1.26%
Information Ratio – 3 Years
0.38
-0.10
Volatility – 1 Year
12.27%
25.75%
Volatility – 3 Years
16.07%
17.58%
Beta – 1 Year
1.23
1.43
Beta – 3 Years
1.51
1.06
Sharpe Ratio – 1 Year
0.74
0.43
Sharpe Ratio – 3 Years
0.80
0.21
Worst Rolling Year
6.14%
-2.37%
Value at Worst Rolling Year
₹1.06 Cr
₹0.98 Cr
Deepest Drawdown
−17.38%
−19.75%
Recovery Period
243 days
57 days
1-Year Rolling Windows Positive
100.00%
96.22%
Median Rolling Year
26.13%
9.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 19% · S 28%
L 41% · M 32% · S 26%
Number of Stocks
23
19
Portfolio P/E
26.00
40.21
Top 5 Holdings
Powergrid Infrastructure Investment Trust · 9.16%
BHARAT Bond ETF - April 2033 · 6.41%
Cash & Cash Equivalent · 6.22%
Coal India Ltd · 5.62%
Piramal Pharma Ltd · 5.28%
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
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%