Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
Motilal Oswal-Founders
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%
0.25%
6 Months
10.94%
15.19%
1 Year
14.16%
3.21%
3 Years
7.74%
19.65%
5 Years
3.22%
—
Since Inception
10.15%
25.09%
Fund Age
7 yrs 2 mo
3 yrs 5 mo
AUM
₹34.95 Cr
₹4,148.34 Cr
Alpha – 1 Year
14.51%
0.23%
Alpha – 3 Years
−1.26%
7.77%
Information Ratio – 3 Years
-0.10
0.62
Volatility – 1 Year
25.75%
21.54%
Volatility – 3 Years
17.58%
22.15%
Beta – 1 Year
1.43
1.06
Beta – 3 Years
1.06
1.15
Sharpe Ratio – 1 Year
0.43
-0.01
Sharpe Ratio – 3 Years
0.21
0.68
Worst Rolling Year
-2.37%
19.49%
Value at Worst Rolling Year
₹0.98 Cr
₹1.19 Cr
Deepest Drawdown
−19.75%
−27.91%
Recovery Period
57 days
Not yet recovered
1-Year Rolling Windows Positive
96.22%
100.00%
Median Rolling Year
9.45%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 32% · S 26%
L 26% · M 35% · S 37%
Number of Stocks
19
26
Portfolio P/E
40.21
55.82
Top 5 Holdings
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%