Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−5.12%
3.74%
6 Months
10.94%
1.17%
1 Year
14.16%
15.87%
3 Years
7.74%
19.02%
5 Years
3.22%
—
Since Inception
10.15%
16.58%
Fund Age
7 yrs 2 mo
4 yrs 5 mo
AUM
₹34.95 Cr
₹72.15 Cr
Alpha – 1 Year
14.51%
8.33%
Alpha – 3 Years
−1.26%
7.76%
Information Ratio – 3 Years
-0.10
—
Volatility – 1 Year
25.75%
18.13%
Volatility – 3 Years
17.58%
18.07%
Beta – 1 Year
1.43
1.41
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
0.43
0.61
Sharpe Ratio – 3 Years
0.21
0.77
Worst Rolling Year
-2.37%
15.14%
Value at Worst Rolling Year
₹0.98 Cr
₹1.15 Cr
Deepest Drawdown
−19.75%
−22.14%
Recovery Period
57 days
301 days
1-Year Rolling Windows Positive
96.22%
100.00%
Median Rolling Year
9.45%
21.99%
5-Year Rolling Windows Positive
100.00%
—
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%
—
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
—
Fixed Fee
2.00% / yr
2.75% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%