Portfolio Management Services (PMS)Compare Schemes
Incred Focused Healthcare Portfolio vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
Incred Focused Healthcare Portfolio
Lakewater Advisors - India Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.05%
−5.12%
6 Months
6.73%
10.94%
1 Year
−2.26%
14.16%
3 Years
32.06%
7.74%
5 Years
—
3.22%
Since Inception
37.04%
10.15%
Fund Age
3 yrs
7 yrs 2 mo
AUM
₹174.65 Cr
₹34.95 Cr
Alpha – 1 Year
−5.24%
14.51%
Alpha – 3 Years
20.17%
−1.26%
Information Ratio – 3 Years
0.81
-0.10
Volatility – 1 Year
26.32%
25.75%
Volatility – 3 Years
22.60%
17.58%
Beta – 1 Year
1.14
1.43
Beta – 3 Years
0.69
1.06
Sharpe Ratio – 1 Year
-0.17
0.43
Sharpe Ratio – 3 Years
1.11
0.21
Worst Rolling Year
32.07%
-2.37%
Value at Worst Rolling Year
₹1.32 Cr
₹0.98 Cr
Deepest Drawdown
−30.55%
−19.75%
Recovery Period
Not yet recovered
57 days
1-Year Rolling Windows Positive
100.00%
96.22%
Median Rolling Year
33.22%
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
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%