Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
Lakewater Advisors - India Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.50%
−5.12%
6 Months
10.26%
10.94%
1 Year
20.10%
14.16%
3 Years
—
7.74%
5 Years
—
3.22%
Since Inception
21.53%
10.15%
Fund Age
18 mo
7 yrs 2 mo
AUM
₹79.16 Cr
₹34.95 Cr
Alpha – 1 Year
17.12%
14.51%
Alpha – 3 Years
—
−1.26%
Information Ratio – 3 Years
—
-0.10
Volatility – 1 Year
19.38%
25.75%
Volatility – 3 Years
—
17.58%
Beta – 1 Year
0.85
1.43
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.76
0.43
Sharpe Ratio – 3 Years
—
0.21
Worst Rolling Year
—
-2.37%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
−14.77%
−19.75%
Recovery Period
Not yet recovered
57 days
1-Year Rolling Windows Positive
—
96.22%
Median Rolling Year
—
9.45%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 7% · S 61%
L 41% · M 32% · S 26%
Number of Stocks
66
19
Portfolio P/E
52.54
40.21
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
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)
3% / 2% / 1%
0% / 0% / 0%