Portfolio Management Services (PMS)Compare Schemes
ATLAS - Debt Equity Hybrid Pms Fund vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
ATLAS - Debt Equity Hybrid Pms Fund
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
−1.41%
−5.12%
6 Months
−1.89%
10.94%
1 Year
−1.71%
14.16%
3 Years
14.33%
7.74%
5 Years
13.36%
3.22%
Since Inception
22.84%
10.15%
Fund Age
5 yrs 5 mo
7 yrs 2 mo
AUM
₹46.26 Cr
₹34.95 Cr
Alpha – 1 Year
−6.43%
14.51%
Alpha – 3 Years
2.24%
−1.26%
Information Ratio – 3 Years
0.22
-0.10
Volatility – 1 Year
19.18%
25.75%
Volatility – 3 Years
17.80%
17.58%
Beta – 1 Year
1.02
1.43
Beta – 3 Years
1.04
1.06
Sharpe Ratio – 1 Year
-0.27
0.43
Sharpe Ratio – 3 Years
0.55
0.21
Worst Rolling Year
13.68%
-2.37%
Value at Worst Rolling Year
₹1.14 Cr
₹0.98 Cr
Deepest Drawdown
−20.80%
−19.75%
Recovery Period
Not yet recovered
57 days
1-Year Rolling Windows Positive
100.00%
96.22%
Median Rolling Year
21.14%
9.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 69% · M 8% · S 22%
L 41% · M 32% · S 26%
Number of Stocks
65
19
Portfolio P/E
28.49
40.21
Top 5 Holdings
Tata Investment Corporation Ltd · 10.26%
Trent Ltd · 6.85%
Titan Company Ltd · 5.27%
ICICI Bank Ltd · 4.18%
Bajaj Finance Ltd · 4.13%
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
0% / 0% / 0%