Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
Samvitti-PMS Aggressive Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−5.12%
10.24%
6 Months
10.94%
31.65%
1 Year
14.16%
26.47%
3 Years
7.74%
18.72%
5 Years
3.22%
16.28%
Since Inception
10.15%
14.51%
Fund Age
7 yrs 2 mo
10 yrs 10 mo
AUM
₹34.95 Cr
₹423.36 Cr
Alpha – 1 Year
14.51%
21.75%
Alpha – 3 Years
−1.26%
6.63%
Information Ratio – 3 Years
-0.10
0.36
Volatility – 1 Year
25.75%
28.25%
Volatility – 3 Years
17.58%
24.90%
Beta – 1 Year
1.43
1.32
Beta – 3 Years
1.06
1.13
Sharpe Ratio – 1 Year
0.43
0.78
Sharpe Ratio – 3 Years
0.21
0.60
Worst Rolling Year
-2.37%
-5.98%
Value at Worst Rolling Year
₹0.98 Cr
₹0.94 Cr
Deepest Drawdown
−19.75%
−31.67%
Recovery Period
57 days
492 days
1-Year Rolling Windows Positive
96.22%
86.69%
Median Rolling Year
9.45%
14.66%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 32% · S 26%
L 12% · M 6% · S 82%
Number of Stocks
19
62
Portfolio P/E
40.21
61.63
Top 5 Holdings
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%