Portfolio Management Services (PMS)Compare Schemes
Incred-Small & MidCap PMS vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
Incred-Small & MidCap PMS
Lakewater Advisors - India Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 13.5%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.27%
−5.12%
6 Months
−8.15%
10.94%
1 Year
−5.39%
14.16%
3 Years
10.81%
7.74%
5 Years
—
3.22%
Since Inception
11.07%
10.15%
Fund Age
5 yrs
7 yrs 2 mo
AUM
₹121.08 Cr
₹34.95 Cr
Alpha – 1 Year
−5.32%
14.51%
Alpha – 3 Years
−2.65%
−1.26%
Information Ratio – 3 Years
-0.15
-0.10
Volatility – 1 Year
24.51%
25.75%
Volatility – 3 Years
24.85%
17.58%
Beta – 1 Year
1.17
1.43
Beta – 3 Years
1.18
1.06
Sharpe Ratio – 1 Year
-0.34
0.43
Sharpe Ratio – 3 Years
0.32
0.21
Worst Rolling Year
9.88%
-2.37%
Value at Worst Rolling Year
₹1.10 Cr
₹0.98 Cr
Deepest Drawdown
−34.50%
−19.75%
Recovery Period
Not yet recovered
57 days
1-Year Rolling Windows Positive
100.00%
96.22%
Median Rolling Year
21.70%
9.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 20% · S 78%
L 41% · M 32% · S 26%
Number of Stocks
—
19
Portfolio P/E
—
40.21
Top 5 Holdings
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
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%