Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs Mansi share-seven islands PMS
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
Mansi share-seven islands PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−5.12%
2.10%
6 Months
10.94%
29.13%
1 Year
14.16%
20.96%
3 Years
7.74%
17.22%
5 Years
3.22%
—
Since Inception
10.15%
23.59%
Fund Age
7 yrs 2 mo
3 yrs 7 mo
AUM
₹34.95 Cr
₹147.56 Cr
Alpha – 1 Year
14.51%
16.24%
Alpha – 3 Years
−1.26%
5.13%
Information Ratio – 3 Years
-0.10
0.33
Volatility – 1 Year
25.75%
30.80%
Volatility – 3 Years
17.58%
25.65%
Beta – 1 Year
1.43
1.54
Beta – 3 Years
1.06
1.41
Sharpe Ratio – 1 Year
0.43
0.58
Sharpe Ratio – 3 Years
0.21
0.54
Worst Rolling Year
-2.37%
15.38%
Value at Worst Rolling Year
₹0.98 Cr
₹1.15 Cr
Deepest Drawdown
−19.75%
−28.52%
Recovery Period
57 days
122 days
1-Year Rolling Windows Positive
96.22%
100.00%
Median Rolling Year
9.45%
21.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 32% · S 26%
L 63% · M 11% · S 17%
Number of Stocks
19
18
Portfolio P/E
40.21
—
Top 5 Holdings
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%