Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
MRG Capital - Wealth Protector
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−5.12%
0.67%
6 Months
10.94%
1.38%
1 Year
14.16%
7.78%
3 Years
7.74%
12.37%
5 Years
3.22%
10.07%
Since Inception
10.15%
13.18%
Fund Age
7 yrs 2 mo
6 yrs 8 mo
AUM
₹34.95 Cr
₹1.13 Cr
Alpha – 1 Year
14.51%
8.13%
Alpha – 3 Years
−1.26%
3.37%
Information Ratio – 3 Years
-0.10
0.42
Volatility – 1 Year
25.75%
17.12%
Volatility – 3 Years
17.58%
14.65%
Beta – 1 Year
1.43
0.93
Beta – 3 Years
1.06
0.90
Sharpe Ratio – 1 Year
0.43
0.21
Sharpe Ratio – 3 Years
0.21
0.51
Worst Rolling Year
-2.37%
10.01%
Value at Worst Rolling Year
₹0.98 Cr
₹1.10 Cr
Deepest Drawdown
−19.75%
−15.65%
Recovery Period
57 days
Not yet recovered
1-Year Rolling Windows Positive
96.22%
100.00%
Median Rolling Year
9.45%
15.34%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 32% · S 26%
L 34% · M 14% · S 34%
Number of Stocks
19
43
Portfolio P/E
40.21
30.39
Top 5 Holdings
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%