Portfolio Management Services (PMS)Compare Schemes
HDFC - All Cap Portfolio - DPMS vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
HDFC - All Cap Portfolio - DPMS
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
−1.12%
−5.12%
6 Months
−0.35%
10.94%
1 Year
−1.07%
14.16%
3 Years
9.62%
7.74%
5 Years
—
3.22%
Since Inception
13.16%
10.15%
Fund Age
4 yrs 2 mo
7 yrs 2 mo
AUM
₹52.82 Cr
₹34.95 Cr
Alpha – 1 Year
−5.79%
14.51%
Alpha – 3 Years
−2.47%
−1.26%
Information Ratio – 3 Years
-0.56
-0.10
Volatility – 1 Year
17.26%
25.75%
Volatility – 3 Years
15.97%
17.58%
Beta – 1 Year
0.98
1.43
Beta – 3 Years
0.98
1.06
Sharpe Ratio – 1 Year
-0.29
0.43
Sharpe Ratio – 3 Years
0.28
0.21
Worst Rolling Year
9.59%
-2.37%
Value at Worst Rolling Year
₹1.10 Cr
₹0.98 Cr
Deepest Drawdown
−18.05%
−19.75%
Recovery Period
131 days
57 days
1-Year Rolling Windows Positive
100.00%
96.22%
Median Rolling Year
15.96%
9.45%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 41% · M 32% · S 26%
Number of Stocks
—
19
Portfolio P/E
—
40.21
Top 5 Holdings
—
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
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%