Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−5.12%
6.38%
6 Months
10.94%
30.29%
1 Year
14.16%
21.45%
3 Years
7.74%
18.94%
5 Years
3.22%
—
Since Inception
10.15%
23.25%
Fund Age
7 yrs 2 mo
3 yrs 1 mo
AUM
₹34.95 Cr
₹185.04 Cr
Alpha – 1 Year
14.51%
16.73%
Alpha – 3 Years
−1.26%
6.85%
Information Ratio – 3 Years
-0.10
0.59
Volatility – 1 Year
25.75%
29.11%
Volatility – 3 Years
17.58%
25.42%
Beta – 1 Year
1.43
1.26
Beta – 3 Years
1.06
1.13
Sharpe Ratio – 1 Year
0.43
0.62
Sharpe Ratio – 3 Years
0.21
0.60
Worst Rolling Year
-2.37%
18.95%
Value at Worst Rolling Year
₹0.98 Cr
₹1.19 Cr
Deepest Drawdown
−19.75%
−27.74%
Recovery Period
57 days
472 days
1-Year Rolling Windows Positive
96.22%
100.00%
Median Rolling Year
9.45%
20.62%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 32% · S 26%
—
Number of Stocks
19
40
Portfolio P/E
40.21
39.98
Top 5 Holdings
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
—
Fixed Fee
2.00% / yr
0.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%