Portfolio Management Services (PMS)Compare Schemes
First Global - The India Super 50 vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
First Global - The India Super 50
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
0.48%
−5.12%
6 Months
0.17%
10.94%
1 Year
1.53%
14.16%
3 Years
6.30%
7.74%
5 Years
7.16%
3.22%
Since Inception
16.58%
10.15%
Fund Age
6 yrs 6 mo
7 yrs 2 mo
AUM
₹182.72 Cr
₹34.95 Cr
Alpha – 1 Year
−3.19%
14.51%
Alpha – 3 Years
−5.79%
−1.26%
Information Ratio – 3 Years
-1.15
-0.10
Volatility – 1 Year
17.17%
25.75%
Volatility – 3 Years
15.94%
17.58%
Beta – 1 Year
0.97
1.43
Beta – 3 Years
0.99
1.06
Sharpe Ratio – 1 Year
-0.13
0.43
Sharpe Ratio – 3 Years
0.13
0.21
Worst Rolling Year
6.16%
-2.37%
Value at Worst Rolling Year
₹1.06 Cr
₹0.98 Cr
Deepest Drawdown
−24.43%
−19.75%
Recovery Period
Not yet recovered
57 days
1-Year Rolling Windows Positive
100.00%
96.22%
Median Rolling Year
15.55%
9.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 41% · M 32% · S 26%
Number of Stocks
60
19
Portfolio P/E
19.43
40.21
Top 5 Holdings
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
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
Variable Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%