Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−5.12%
3.10%
6 Months
10.94%
24.70%
1 Year
14.16%
21.80%
3 Years
7.74%
16.46%
5 Years
3.22%
12.29%
Since Inception
10.15%
17.31%
Fund Age
7 yrs 2 mo
7 yrs 2 mo
AUM
₹34.95 Cr
₹328.39 Cr
Alpha – 1 Year
14.51%
22.15%
Alpha – 3 Years
−1.26%
7.46%
Information Ratio – 3 Years
-0.10
1.55
Volatility – 1 Year
25.75%
22.56%
Volatility – 3 Years
17.58%
18.01%
Beta – 1 Year
1.43
1.10
Beta – 3 Years
1.06
0.98
Sharpe Ratio – 1 Year
0.43
0.85
Sharpe Ratio – 3 Years
0.21
1.07
Worst Rolling Year
-2.37%
7.49%
Value at Worst Rolling Year
₹0.98 Cr
₹1.07 Cr
Deepest Drawdown
−19.75%
−21.44%
Recovery Period
57 days
123 days
1-Year Rolling Windows Positive
96.22%
100.00%
Median Rolling Year
9.45%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 32% · S 26%
—
Number of Stocks
19
16
Portfolio P/E
40.21
—
Top 5 Holdings
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 1%