Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
NJ - Bluechip
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%
−1.21%
6 Months
10.94%
5.09%
1 Year
14.16%
0.26%
3 Years
7.74%
9.53%
5 Years
3.22%
5.40%
Since Inception
10.15%
12.09%
Fund Age
7 yrs 2 mo
8 yrs 5 mo
AUM
₹34.95 Cr
₹1,644.09 Cr
Alpha – 1 Year
14.51%
0.61%
Alpha – 3 Years
−1.26%
0.54%
Information Ratio – 3 Years
-0.10
0.06
Volatility – 1 Year
25.75%
17.94%
Volatility – 3 Years
17.58%
17.25%
Beta – 1 Year
1.43
1.03
Beta – 3 Years
1.06
1.11
Sharpe Ratio – 1 Year
0.43
-0.20
Sharpe Ratio – 3 Years
0.21
0.31
Worst Rolling Year
-2.37%
2.29%
Value at Worst Rolling Year
₹0.98 Cr
₹1.02 Cr
Deepest Drawdown
−19.75%
−21.60%
Recovery Period
57 days
Not yet recovered
1-Year Rolling Windows Positive
96.22%
100.00%
Median Rolling Year
9.45%
16.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 32% · S 26%
L 49% · M 36% · S 14%
Number of Stocks
19
20
Portfolio P/E
40.21
34.38
Top 5 Holdings
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%