Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
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
5.48%
−5.12%
6 Months
13.51%
10.94%
1 Year
1.35%
14.16%
3 Years
13.26%
7.74%
5 Years
—
3.22%
Since Inception
19.28%
10.15%
Fund Age
4 yrs 2 mo
7 yrs 2 mo
AUM
₹36.17 Cr
₹34.95 Cr
Alpha – 1 Year
−3.37%
14.51%
Alpha – 3 Years
1.17%
−1.26%
Information Ratio – 3 Years
0.14
-0.10
Volatility – 1 Year
24.66%
25.75%
Volatility – 3 Years
18.82%
17.58%
Beta – 1 Year
1.31
1.43
Beta – 3 Years
1.10
1.06
Sharpe Ratio – 1 Year
-0.05
0.43
Sharpe Ratio – 3 Years
0.48
0.21
Worst Rolling Year
12.70%
-2.37%
Value at Worst Rolling Year
₹1.13 Cr
₹0.98 Cr
Deepest Drawdown
−26.89%
−19.75%
Recovery Period
Not yet recovered
57 days
1-Year Rolling Windows Positive
100.00%
96.22%
Median Rolling Year
19.63%
9.45%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 16% · S 76%
L 41% · M 32% · S 26%
Number of Stocks
24
19
Portfolio P/E
29.70
40.21
Top 5 Holdings
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
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
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%