Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
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
5.99%
−5.12%
6 Months
26.63%
10.94%
1 Year
16.86%
14.16%
3 Years
13.24%
7.74%
5 Years
17.56%
3.22%
Since Inception
16.65%
10.15%
Fund Age
10 yrs 1 mo
7 yrs 2 mo
AUM
₹11.38 Cr
₹34.95 Cr
Alpha – 1 Year
12.14%
14.51%
Alpha – 3 Years
1.15%
−1.26%
Information Ratio – 3 Years
0.20
-0.10
Volatility – 1 Year
29.32%
25.75%
Volatility – 3 Years
24.13%
17.58%
Beta – 1 Year
1.44
1.43
Beta – 3 Years
1.15
1.06
Sharpe Ratio – 1 Year
0.48
0.43
Sharpe Ratio – 3 Years
0.50
0.21
Worst Rolling Year
-10.45%
-2.37%
Value at Worst Rolling Year
₹0.90 Cr
₹0.98 Cr
Deepest Drawdown
−32.02%
−19.75%
Recovery Period
Not yet recovered
57 days
1-Year Rolling Windows Positive
89.77%
96.22%
Median Rolling Year
20.93%
9.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 41% · M 32% · S 26%
Number of Stocks
28
19
Portfolio P/E
41.96
40.21
Top 5 Holdings
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
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)
2% / 0% / 0%
0% / 0% / 0%