Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
10.94%
19.55%
1 Year
14.16%
11.69%
3 Years
7.74%
15.46%
5 Years
3.22%
—
Since Inception
10.15%
23.05%
Fund Age
7 yrs 2 mo
3 yrs 4 mo
AUM
₹34.95 Cr
₹95.08 Cr
Alpha – 1 Year
14.51%
8.71%
Alpha – 3 Years
−1.26%
3.58%
Information Ratio – 3 Years
-0.10
0.52
Volatility – 1 Year
25.75%
27.25%
Volatility – 3 Years
17.58%
23.29%
Beta – 1 Year
1.43
1.44
Beta – 3 Years
1.06
1.22
Sharpe Ratio – 1 Year
0.43
0.33
Sharpe Ratio – 3 Years
0.21
0.66
Worst Rolling Year
-2.37%
15.47%
Value at Worst Rolling Year
₹0.98 Cr
₹1.15 Cr
Deepest Drawdown
−19.75%
−32.01%
Recovery Period
57 days
Not yet recovered
1-Year Rolling Windows Positive
96.22%
100.00%
Median Rolling Year
9.45%
17.67%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 32% · S 26%
—
Number of Stocks
19
—
Portfolio P/E
40.21
—
Top 5 Holdings
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
—
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
2% of profit
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%