Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
Right Horizons - India Business Leaders
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%
3.11%
6 Months
10.94%
4.12%
1 Year
14.16%
−0.25%
3 Years
7.74%
10.95%
5 Years
3.22%
10.56%
Since Inception
10.15%
10.62%
Fund Age
7 yrs 2 mo
13 yrs 8 mo
AUM
₹34.95 Cr
₹41.22 Cr
Alpha – 1 Year
14.51%
0.18%
Alpha – 3 Years
−1.26%
2.39%
Information Ratio – 3 Years
-0.10
0.52
Volatility – 1 Year
25.75%
20.61%
Volatility – 3 Years
17.58%
17.57%
Beta – 1 Year
1.43
1.24
Beta – 3 Years
1.06
1.19
Sharpe Ratio – 1 Year
0.43
-0.18
Sharpe Ratio – 3 Years
0.21
0.46
Worst Rolling Year
-2.37%
-10.52%
Value at Worst Rolling Year
₹0.98 Cr
₹0.89 Cr
Deepest Drawdown
−19.75%
−22.41%
Recovery Period
57 days
Not yet recovered
1-Year Rolling Windows Positive
96.22%
93.48%
Median Rolling Year
9.45%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 41% · M 32% · S 26%
L 70% · M 29%
Number of Stocks
19
25
Portfolio P/E
40.21
36.71
Top 5 Holdings
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%