Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential - Pipe Portfolio vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
ICICI Prudential - Pipe Portfolio
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
3.18%
−5.12%
6 Months
10.33%
10.94%
1 Year
12.88%
14.16%
3 Years
16.20%
7.74%
5 Years
21.51%
3.22%
Since Inception
24.95%
10.15%
Fund Age
6 yrs 11 mo
7 yrs 2 mo
AUM
₹7,993.92 Cr
₹34.95 Cr
Alpha – 1 Year
8.16%
14.51%
Alpha – 3 Years
4.11%
−1.26%
Information Ratio – 3 Years
0.49
-0.10
Volatility – 1 Year
18.08%
25.75%
Volatility – 3 Years
17.36%
17.58%
Beta – 1 Year
0.97
1.43
Beta – 3 Years
1.00
1.06
Sharpe Ratio – 1 Year
0.46
0.43
Sharpe Ratio – 3 Years
0.65
0.21
Worst Rolling Year
16.21%
-2.37%
Value at Worst Rolling Year
₹1.16 Cr
₹0.98 Cr
Deepest Drawdown
−22.83%
−19.75%
Recovery Period
472 days
57 days
1-Year Rolling Windows Positive
100.00%
96.22%
Median Rolling Year
30.09%
9.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 14% · S 84%
L 41% · M 32% · S 26%
Number of Stocks
41
19
Portfolio P/E
23.80
40.21
Top 5 Holdings
Sarda Energy & Minerals Ltd · 4.39%
Honasa Consumer Ltd · 4.32%
Vardhman Textiles Ltd · 4.08%
FSN E-Commerce Ventures Ltd · 3.75%
Usha Martin Ltd · 3.68%
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)
3% / 2% / 1%
0% / 0% / 0%