Portfolio Management Services (PMS)Compare Schemes
KEDIA - Multi Cap vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
KEDIA - Multi Cap
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
2.23%
−5.12%
6 Months
7.97%
10.94%
1 Year
6.21%
14.16%
3 Years
12.78%
7.74%
5 Years
14.19%
3.22%
Since Inception
16.41%
10.15%
Fund Age
7 yrs 3 mo
7 yrs 2 mo
AUM
₹115.97 Cr
₹34.95 Cr
Alpha – 1 Year
1.49%
14.51%
Alpha – 3 Years
0.69%
−1.26%
Information Ratio – 3 Years
0.20
-0.10
Volatility – 1 Year
15.75%
25.75%
Volatility – 3 Years
15.69%
17.58%
Beta – 1 Year
0.82
1.43
Beta – 3 Years
0.88
1.06
Sharpe Ratio – 1 Year
0.12
0.43
Sharpe Ratio – 3 Years
0.51
0.21
Worst Rolling Year
11.84%
-2.37%
Value at Worst Rolling Year
₹1.12 Cr
₹0.98 Cr
Deepest Drawdown
−23.37%
−19.75%
Recovery Period
Not yet recovered
57 days
1-Year Rolling Windows Positive
100.00%
96.22%
Median Rolling Year
21.02%
9.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 41% · M 32% · S 26%
Number of Stocks
35
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
1.00% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 10%
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%