Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
Right Horizons - All Seasons
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−5.12%
1.32%
6 Months
10.94%
3.83%
1 Year
14.16%
9.77%
3 Years
7.74%
13.19%
5 Years
3.22%
12.01%
Since Inception
10.15%
14.38%
Fund Age
7 yrs 2 mo
6 yrs 8 mo
AUM
₹34.95 Cr
₹42.66 Cr
Alpha – 1 Year
14.51%
3.80%
Alpha – 3 Years
−1.26%
2.30%
Information Ratio – 3 Years
-0.10
0.23
Volatility – 1 Year
25.75%
15.84%
Volatility – 3 Years
17.58%
12.64%
Beta – 1 Year
1.43
1.56
Beta – 3 Years
1.06
1.48
Sharpe Ratio – 1 Year
0.43
0.32
Sharpe Ratio – 3 Years
0.21
0.70
Worst Rolling Year
-2.37%
9.09%
Value at Worst Rolling Year
₹0.98 Cr
₹1.09 Cr
Deepest Drawdown
−19.75%
−15.18%
Recovery Period
57 days
119 days
1-Year Rolling Windows Positive
96.22%
100.00%
Median Rolling Year
9.45%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 32% · S 26%
L 37% · M 21% · S 27%
Number of Stocks
19
16
Portfolio P/E
40.21
—
Top 5 Holdings
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
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% / 0%