Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Lakewater Advisors - India Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.81%
−5.12%
6 Months
10.86%
10.94%
1 Year
−4.49%
14.16%
3 Years
22.00%
7.74%
5 Years
21.09%
3.22%
Since Inception
7.35%
10.15%
Fund Age
8 yrs 9 mo
7 yrs 2 mo
AUM
₹1,454.75 Cr
₹34.95 Cr
Alpha – 1 Year
−7.47%
14.51%
Alpha – 3 Years
10.11%
−1.26%
Information Ratio – 3 Years
0.32
-0.10
Volatility – 1 Year
31.30%
25.75%
Volatility – 3 Years
27.30%
17.58%
Beta – 1 Year
1.42
1.43
Beta – 3 Years
1.22
1.06
Sharpe Ratio – 1 Year
-0.18
0.43
Sharpe Ratio – 3 Years
0.66
0.21
Worst Rolling Year
-30.88%
-2.37%
Value at Worst Rolling Year
₹0.69 Cr
₹0.98 Cr
Deepest Drawdown
−34.06%
−19.75%
Recovery Period
Not yet recovered
57 days
1-Year Rolling Windows Positive
83.55%
96.22%
Median Rolling Year
31.74%
9.45%
5-Year Rolling Windows Positive
82.61%
100.00%
Market-Cap Mix
L 0% · S 88%
L 41% · M 32% · S 26%
Number of Stocks
—
19
Portfolio P/E
—
40.21
Top 5 Holdings
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
—
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 0%
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%