Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
−5.12%
6 Months
24.60%
10.94%
1 Year
7.56%
14.16%
3 Years
20.98%
7.74%
5 Years
—
3.22%
Since Inception
24.10%
10.15%
Fund Age
4 yrs 4 mo
7 yrs 2 mo
AUM
₹3.89 Cr
₹34.95 Cr
Alpha – 1 Year
4.58%
14.51%
Alpha – 3 Years
9.08%
−1.26%
Information Ratio – 3 Years
0.07
-0.10
Volatility – 1 Year
32.74%
25.75%
Volatility – 3 Years
27.24%
17.58%
Beta – 1 Year
1.49
1.43
Beta – 3 Years
1.30
1.06
Sharpe Ratio – 1 Year
0.20
0.43
Sharpe Ratio – 3 Years
0.49
0.21
Worst Rolling Year
17.91%
-2.37%
Value at Worst Rolling Year
₹1.18 Cr
₹0.98 Cr
Deepest Drawdown
−34.40%
−19.75%
Recovery Period
Not yet recovered
57 days
1-Year Rolling Windows Positive
100.00%
96.22%
Median Rolling Year
25.17%
9.45%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 41% · M 32% · S 26%
Number of Stocks
27
19
Portfolio P/E
52.77
40.21
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%