Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
Lakewater Advisors - India Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.76%
−5.12%
6 Months
25.00%
10.94%
1 Year
17.14%
14.16%
3 Years
16.20%
7.74%
5 Years
15.34%
3.22%
Since Inception
19.60%
10.15%
Fund Age
7 yrs 3 mo
7 yrs 2 mo
AUM
₹127.23 Cr
₹34.95 Cr
Alpha – 1 Year
12.42%
14.51%
Alpha – 3 Years
4.43%
−1.26%
Information Ratio – 3 Years
0.38
-0.10
Volatility – 1 Year
23.12%
25.75%
Volatility – 3 Years
20.20%
17.58%
Beta – 1 Year
1.18
1.43
Beta – 3 Years
1.05
1.06
Sharpe Ratio – 1 Year
0.56
0.43
Sharpe Ratio – 3 Years
0.61
0.21
Worst Rolling Year
13.55%
-2.37%
Value at Worst Rolling Year
₹1.14 Cr
₹0.98 Cr
Deepest Drawdown
−26.74%
−19.75%
Recovery Period
143 days
57 days
1-Year Rolling Windows Positive
100.00%
96.22%
Median Rolling Year
20.50%
9.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 19% · S 50%
L 41% · M 32% · S 26%
Number of Stocks
101
19
Portfolio P/E
52.20
40.21
Top 5 Holdings
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%