Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
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
−0.92%
−5.12%
6 Months
32.15%
10.94%
1 Year
16.77%
14.16%
3 Years
19.00%
7.74%
5 Years
20.10%
3.22%
Since Inception
27.01%
10.15%
Fund Age
6 yrs 10 mo
7 yrs 2 mo
AUM
₹247.64 Cr
₹34.95 Cr
Alpha – 1 Year
13.79%
14.51%
Alpha – 3 Years
7.10%
−1.26%
Information Ratio – 3 Years
0.30
-0.10
Volatility – 1 Year
39.13%
25.75%
Volatility – 3 Years
29.47%
17.58%
Beta – 1 Year
1.87
1.43
Beta – 3 Years
1.36
1.06
Sharpe Ratio – 1 Year
0.42
0.43
Sharpe Ratio – 3 Years
0.55
0.21
Worst Rolling Year
15.03%
-2.37%
Value at Worst Rolling Year
₹1.15 Cr
₹0.98 Cr
Deepest Drawdown
−35.86%
−19.75%
Recovery Period
94 days
57 days
1-Year Rolling Windows Positive
100.00%
96.22%
Median Rolling Year
31.90%
9.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 80%
L 41% · M 32% · S 26%
Number of Stocks
42
19
Portfolio P/E
42.30
40.21
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%