Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
Sanctum Wealth - Indian Olympians
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%
1.47%
6 Months
10.94%
5.42%
1 Year
14.16%
9.64%
3 Years
7.74%
10.36%
5 Years
3.22%
7.75%
Since Inception
10.15%
11.08%
Fund Age
7 yrs 2 mo
9 yrs 11 mo
AUM
₹34.95 Cr
₹66.05 Cr
Alpha – 1 Year
14.51%
9.99%
Alpha – 3 Years
−1.26%
1.36%
Information Ratio – 3 Years
-0.10
0.51
Volatility – 1 Year
25.75%
17.05%
Volatility – 3 Years
17.58%
14.23%
Beta – 1 Year
1.43
1.05
Beta – 3 Years
1.06
1.00
Sharpe Ratio – 1 Year
0.43
0.31
Sharpe Ratio – 3 Years
0.21
0.40
Worst Rolling Year
-2.37%
0.57%
Value at Worst Rolling Year
₹0.98 Cr
₹1.01 Cr
Deepest Drawdown
−19.75%
−17.08%
Recovery Period
57 days
233 days
1-Year Rolling Windows Positive
96.22%
99.96%
Median Rolling Year
9.45%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 32% · S 26%
L 84% · M 12%
Number of Stocks
19
23
Portfolio P/E
40.21
—
Top 5 Holdings
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
2% of profit
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—