Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
MOAT - Moderate Compounders
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%
2.75%
6 Months
10.94%
8.17%
1 Year
14.16%
3.28%
3 Years
7.74%
8.41%
5 Years
3.22%
12.53%
Since Inception
10.15%
11.01%
Fund Age
7 yrs 2 mo
12 yrs 9 mo
AUM
₹34.95 Cr
₹16.57 Cr
Alpha – 1 Year
14.51%
−1.44%
Alpha – 3 Years
−1.26%
−3.68%
Information Ratio – 3 Years
-0.10
-0.32
Volatility – 1 Year
25.75%
20.74%
Volatility – 3 Years
17.58%
17.91%
Beta – 1 Year
1.43
1.13
Beta – 3 Years
1.06
1.09
Sharpe Ratio – 1 Year
0.43
0.00
Sharpe Ratio – 3 Years
0.21
0.32
Worst Rolling Year
-2.37%
-16.89%
Value at Worst Rolling Year
₹0.98 Cr
₹0.83 Cr
Deepest Drawdown
−19.75%
−28.21%
Recovery Period
57 days
Not yet recovered
1-Year Rolling Windows Positive
96.22%
73.60%
Median Rolling Year
9.45%
13.43%
5-Year Rolling Windows Positive
100.00%
88.30%
Market-Cap Mix
L 41% · M 32% · S 26%
—
Number of Stocks
19
—
Portfolio P/E
40.21
—
Top 5 Holdings
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%