Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
Renaissance - Midcap 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%
3.30%
6 Months
10.94%
9.86%
1 Year
14.16%
0.86%
3 Years
7.74%
8.29%
5 Years
3.22%
15.11%
Since Inception
10.15%
11.40%
Fund Age
7 yrs 2 mo
8 yrs 7 mo
AUM
₹34.95 Cr
₹119.22 Cr
Alpha – 1 Year
14.51%
1.21%
Alpha – 3 Years
−1.26%
−0.71%
Information Ratio – 3 Years
-0.10
-0.05
Volatility – 1 Year
25.75%
21.27%
Volatility – 3 Years
17.58%
19.22%
Beta – 1 Year
1.43
1.20
Beta – 3 Years
1.06
1.19
Sharpe Ratio – 1 Year
0.43
-0.10
Sharpe Ratio – 3 Years
0.21
0.25
Worst Rolling Year
-2.37%
0.71%
Value at Worst Rolling Year
₹0.98 Cr
₹1.01 Cr
Deepest Drawdown
−19.75%
−29.07%
Recovery Period
57 days
Not yet recovered
1-Year Rolling Windows Positive
96.22%
99.76%
Median Rolling Year
9.45%
19.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 32% · S 26%
L 2% · M 52% · S 44%
Number of Stocks
19
33
Portfolio P/E
40.21
31.12
Top 5 Holdings
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
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% / 1% / 0%