Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
Marathon Trends - Trend Following
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
−5.12%
1.43%
6 Months
10.94%
0.81%
1 Year
14.16%
7.79%
3 Years
7.74%
9.10%
5 Years
3.22%
—
Since Inception
10.15%
17.42%
Fund Age
7 yrs 2 mo
8 yrs 11 mo
AUM
₹34.95 Cr
₹342.11 Cr
Alpha – 1 Year
14.51%
3.07%
Alpha – 3 Years
−1.26%
−2.99%
Information Ratio – 3 Years
-0.10
0.29
Volatility – 1 Year
25.75%
17.73%
Volatility – 3 Years
17.58%
15.85%
Beta – 1 Year
1.43
1.00
Beta – 3 Years
1.06
0.98
Sharpe Ratio – 1 Year
0.43
0.21
Sharpe Ratio – 3 Years
0.21
0.50
Worst Rolling Year
-2.37%
9.10%
Value at Worst Rolling Year
₹0.98 Cr
₹1.09 Cr
Deepest Drawdown
−19.75%
−24.26%
Recovery Period
57 days
Not yet recovered
1-Year Rolling Windows Positive
96.22%
100.00%
Median Rolling Year
9.45%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 32% · S 26%
L 40% · M 35% · S 22%
Number of Stocks
19
23
Portfolio P/E
40.21
21.69
Top 5 Holdings
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Cash & Cash Equivalent · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%