Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs MASK Prime Picks
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
MASK Prime Picks
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%
1.74%
6 Months
10.94%
3.03%
1 Year
14.16%
3.99%
3 Years
7.74%
8.85%
5 Years
3.22%
8.35%
Since Inception
10.15%
10.50%
Fund Age
7 yrs 2 mo
8 yrs 2 mo
AUM
₹34.95 Cr
₹274.26 Cr
Alpha – 1 Year
14.51%
−0.73%
Alpha – 3 Years
−1.26%
−3.23%
Information Ratio – 3 Years
-0.10
-0.72
Volatility – 1 Year
25.75%
15.72%
Volatility – 3 Years
17.58%
15.15%
Beta – 1 Year
1.43
0.89
Beta – 3 Years
1.06
0.94
Sharpe Ratio – 1 Year
0.43
-0.08
Sharpe Ratio – 3 Years
0.21
0.27
Worst Rolling Year
-2.37%
7.13%
Value at Worst Rolling Year
₹0.98 Cr
₹1.07 Cr
Deepest Drawdown
−19.75%
−20.31%
Recovery Period
57 days
Not yet recovered
1-Year Rolling Windows Positive
96.22%
100.00%
Median Rolling Year
9.45%
15.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 32% · S 26%
L 48% · M 27% · S 18%
Number of Stocks
19
40
Portfolio P/E
40.21
30.14
Top 5 Holdings
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
ICICI Bank Ltd · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
0% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%