Portfolio Management Services (PMS)Compare Schemes
KRChoksey - Alpha Invest vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
KRChoksey - Alpha Invest
Lakewater Advisors - India Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.97%
−5.12%
6 Months
6.33%
10.94%
1 Year
−0.99%
14.16%
3 Years
6.26%
7.74%
5 Years
6.47%
3.22%
Since Inception
5.18%
10.15%
Fund Age
19 yrs 5 mo
7 yrs 2 mo
AUM
₹95.89 Cr
₹34.95 Cr
Alpha – 1 Year
2.51%
14.51%
Alpha – 3 Years
−2.73%
−1.26%
Information Ratio – 3 Years
-0.10
-0.10
Volatility – 1 Year
20.93%
25.75%
Volatility – 3 Years
17.77%
17.58%
Beta – 1 Year
1.14
1.43
Beta – 3 Years
1.05
1.06
Sharpe Ratio – 1 Year
-0.20
0.43
Sharpe Ratio – 3 Years
0.23
0.21
Worst Rolling Year
-21.50%
-2.37%
Value at Worst Rolling Year
₹0.79 Cr
₹0.98 Cr
Deepest Drawdown
−30.66%
−19.75%
Recovery Period
Not yet recovered
57 days
1-Year Rolling Windows Positive
74.63%
96.22%
Median Rolling Year
10.39%
9.45%
5-Year Rolling Windows Positive
82.76%
100.00%
Market-Cap Mix
L 77% · M 12% · S 11%
L 41% · M 32% · S 26%
Number of Stocks
57
19
Portfolio P/E
—
40.21
Top 5 Holdings
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%