Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs PGIM India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
PGIM India Equity Portfolio
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%
3.44%
6 Months
10.94%
14.84%
1 Year
14.16%
−4.03%
3 Years
7.74%
5.65%
5 Years
3.22%
—
Since Inception
10.15%
11.22%
Fund Age
7 yrs 2 mo
3 yrs 7 mo
AUM
₹34.95 Cr
₹83.14 Cr
Alpha – 1 Year
14.51%
−3.68%
Alpha – 3 Years
−1.26%
−3.35%
Information Ratio – 3 Years
-0.10
-0.26
Volatility – 1 Year
25.75%
22.60%
Volatility – 3 Years
17.58%
18.97%
Beta – 1 Year
1.43
1.04
Beta – 3 Years
1.06
1.04
Sharpe Ratio – 1 Year
0.43
-0.31
Sharpe Ratio – 3 Years
0.21
0.11
Worst Rolling Year
-2.37%
4.98%
Value at Worst Rolling Year
₹0.98 Cr
₹1.05 Cr
Deepest Drawdown
−19.75%
−33.20%
Recovery Period
57 days
Not yet recovered
1-Year Rolling Windows Positive
96.22%
100.00%
Median Rolling Year
9.45%
7.75%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 32% · S 26%
L 9% · M 28% · S 60%
Number of Stocks
19
27
Portfolio P/E
40.21
28.70
Top 5 Holdings
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Cash & Cash Equivalent · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%