Portfolio Management Services (PMS)Compare Schemes
IFM Alphaedge Growth Fund vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
IFM Alphaedge Growth Fund
Lakewater Advisors - India Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.32%
−5.12%
6 Months
7.54%
10.94%
1 Year
8.20%
14.16%
3 Years
—
7.74%
5 Years
—
3.22%
Since Inception
2.83%
10.15%
Fund Age
14 mo
7 yrs 2 mo
AUM
₹18.5 Cr
₹34.95 Cr
Alpha – 1 Year
3.48%
14.51%
Alpha – 3 Years
—
−1.26%
Information Ratio – 3 Years
—
-0.10
Volatility – 1 Year
18.53%
25.75%
Volatility – 3 Years
—
17.58%
Beta – 1 Year
1.05
1.43
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.23
0.43
Sharpe Ratio – 3 Years
—
0.21
Worst Rolling Year
—
-2.37%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
−14.67%
−19.75%
Recovery Period
Not yet recovered
57 days
1-Year Rolling Windows Positive
—
96.22%
Median Rolling Year
—
9.45%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 47% · M 18% · S 29%
L 41% · M 32% · S 26%
Number of Stocks
15
19
Portfolio P/E
—
40.21
Top 5 Holdings
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Fixed Fee
0.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%