Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−5.12%
4.41%
6 Months
10.94%
0.07%
1 Year
14.16%
4.08%
3 Years
7.74%
6.47%
5 Years
3.22%
—
Since Inception
10.15%
11.08%
Fund Age
7 yrs 2 mo
6 yrs 6 mo
AUM
₹34.95 Cr
₹1.91 Cr
Alpha – 1 Year
14.51%
4.51%
Alpha – 3 Years
−1.26%
−2.09%
Information Ratio – 3 Years
-0.10
-0.44
Volatility – 1 Year
25.75%
16.64%
Volatility – 3 Years
17.58%
14.35%
Beta – 1 Year
1.43
0.98
Beta – 3 Years
1.06
1.00
Sharpe Ratio – 1 Year
0.43
-0.01
Sharpe Ratio – 3 Years
0.21
0.13
Worst Rolling Year
-2.37%
5.64%
Value at Worst Rolling Year
₹0.98 Cr
₹1.06 Cr
Deepest Drawdown
−19.75%
−18.42%
Recovery Period
57 days
Not yet recovered
1-Year Rolling Windows Positive
96.22%
100.00%
Median Rolling Year
9.45%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 32% · S 26%
L 90% · M 7%
Number of Stocks
19
50
Portfolio P/E
40.21
26.76
Top 5 Holdings
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
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% / –