Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
Nine Rivers Capital - Aurum Small Cap Opportunities
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%
−0.59%
6 Months
10.94%
18.29%
1 Year
14.16%
5.81%
3 Years
7.74%
7.48%
5 Years
3.22%
14.52%
Since Inception
10.15%
24.60%
Fund Age
7 yrs 2 mo
13 yrs 8 mo
AUM
₹34.95 Cr
₹708.2 Cr
Alpha – 1 Year
14.51%
1.09%
Alpha – 3 Years
−1.26%
−4.61%
Information Ratio – 3 Years
-0.10
-0.16
Volatility – 1 Year
25.75%
29.19%
Volatility – 3 Years
17.58%
22.60%
Beta – 1 Year
1.43
1.53
Beta – 3 Years
1.06
1.17
Sharpe Ratio – 1 Year
0.43
0.14
Sharpe Ratio – 3 Years
0.21
0.29
Worst Rolling Year
-2.37%
-18.85%
Value at Worst Rolling Year
₹0.98 Cr
₹0.81 Cr
Deepest Drawdown
−19.75%
−30.22%
Recovery Period
57 days
Not yet recovered
1-Year Rolling Windows Positive
96.22%
85.17%
Median Rolling Year
9.45%
23.06%
5-Year Rolling Windows Positive
100.00%
96.19%
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%
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
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%