Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
10.94%
8.08%
1 Year
14.16%
10.16%
3 Years
7.74%
15.60%
5 Years
3.22%
—
Since Inception
10.15%
19.84%
Fund Age
7 yrs 2 mo
6 yrs 11 mo
AUM
₹34.95 Cr
₹3.18 Cr
Alpha – 1 Year
14.51%
7.18%
Alpha – 3 Years
−1.26%
3.72%
Information Ratio – 3 Years
-0.10
0.60
Volatility – 1 Year
25.75%
19.93%
Volatility – 3 Years
17.58%
18.09%
Beta – 1 Year
1.43
1.12
Beta – 3 Years
1.06
1.14
Sharpe Ratio – 1 Year
0.43
0.31
Sharpe Ratio – 3 Years
0.21
0.60
Worst Rolling Year
-2.37%
14.68%
Value at Worst Rolling Year
₹0.98 Cr
₹1.15 Cr
Deepest Drawdown
−19.75%
−19.38%
Recovery Period
57 days
493 days
1-Year Rolling Windows Positive
96.22%
100.00%
Median Rolling Year
9.45%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 32% · S 26%
L 31% · M 55% · S 12%
Number of Stocks
19
29
Portfolio P/E
40.21
38.53
Top 5 Holdings
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –