Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs MoneyGrow Asset-Large Midcap
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
MoneyGrow Asset-Large Midcap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−5.12%
1.12%
6 Months
10.94%
9.15%
1 Year
14.16%
11.50%
3 Years
7.74%
15.21%
5 Years
3.22%
—
Since Inception
10.15%
17.99%
Fund Age
7 yrs 2 mo
3 yrs 4 mo
AUM
₹34.95 Cr
₹113.51 Cr
Alpha – 1 Year
14.51%
11.85%
Alpha – 3 Years
−1.26%
6.21%
Information Ratio – 3 Years
-0.10
0.97
Volatility – 1 Year
25.75%
21.57%
Volatility – 3 Years
17.58%
16.25%
Beta – 1 Year
1.43
1.26
Beta – 3 Years
1.06
1.09
Sharpe Ratio – 1 Year
0.43
0.37
Sharpe Ratio – 3 Years
0.21
0.63
Worst Rolling Year
-2.37%
14.24%
Value at Worst Rolling Year
₹0.98 Cr
₹1.14 Cr
Deepest Drawdown
−19.75%
−19.23%
Recovery Period
57 days
79 days
1-Year Rolling Windows Positive
96.22%
100.00%
Median Rolling Year
9.45%
15.47%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 32% · S 26%
L 33% · M 28% · S 38%
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
2.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%