Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Lakewater Advisors - India Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
−5.12%
6 Months
8.11%
10.94%
1 Year
−2.73%
14.16%
3 Years
11.42%
7.74%
5 Years
12.09%
3.22%
Since Inception
13.75%
10.15%
Fund Age
5 yrs 5 mo
7 yrs 2 mo
AUM
₹205.48 Cr
₹34.95 Cr
Alpha – 1 Year
−5.71%
14.51%
Alpha – 3 Years
−0.47%
−1.26%
Information Ratio – 3 Years
-0.07
-0.10
Volatility – 1 Year
23.93%
25.75%
Volatility – 3 Years
22.69%
17.58%
Beta – 1 Year
1.24
1.43
Beta – 3 Years
1.17
1.06
Sharpe Ratio – 1 Year
-0.23
0.43
Sharpe Ratio – 3 Years
0.35
0.21
Worst Rolling Year
11.05%
-2.37%
Value at Worst Rolling Year
₹1.11 Cr
₹0.98 Cr
Deepest Drawdown
−29.75%
−19.75%
Recovery Period
Not yet recovered
57 days
1-Year Rolling Windows Positive
100.00%
96.22%
Median Rolling Year
21.79%
9.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 28% · M 36% · S 34%
L 41% · M 32% · S 26%
Number of Stocks
29
19
Portfolio P/E
46.19
40.21
Top 5 Holdings
Bharti Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%