Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
Phillip Capital - Signature India 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%
3.08%
6 Months
10.94%
14.24%
1 Year
14.16%
9.21%
3 Years
7.74%
8.31%
5 Years
3.22%
7.74%
Since Inception
10.15%
11.80%
Fund Age
7 yrs 2 mo
10 yrs 3 mo
AUM
₹34.95 Cr
₹251.07 Cr
Alpha – 1 Year
14.51%
4.51%
Alpha – 3 Years
−1.26%
−2.91%
Information Ratio – 3 Years
-0.10
-0.50
Volatility – 1 Year
25.75%
21.09%
Volatility – 3 Years
17.58%
15.86%
Beta – 1 Year
1.43
1.13
Beta – 3 Years
1.06
0.93
Sharpe Ratio – 1 Year
0.43
0.27
Sharpe Ratio – 3 Years
0.21
0.26
Worst Rolling Year
-2.37%
-3.45%
Value at Worst Rolling Year
₹0.98 Cr
₹0.97 Cr
Deepest Drawdown
−19.75%
−19.63%
Recovery Period
57 days
469 days
1-Year Rolling Windows Positive
96.22%
97.82%
Median Rolling Year
9.45%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 32% · S 26%
L 30% · M 32% · S 34%
Number of Stocks
19
28
Portfolio P/E
40.21
55.43
Top 5 Holdings
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%