Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
Solidarity Advisors - Prudence
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%
8.45%
6 Months
10.94%
29.49%
1 Year
14.16%
37.09%
3 Years
7.74%
18.49%
5 Years
3.22%
12.39%
Since Inception
10.15%
18.64%
Fund Age
7 yrs 2 mo
10 yrs 3 mo
AUM
₹34.95 Cr
₹1,760.35 Cr
Alpha – 1 Year
14.51%
32.37%
Alpha – 3 Years
−1.26%
6.40%
Information Ratio – 3 Years
-0.10
0.52
Volatility – 1 Year
25.75%
25.02%
Volatility – 3 Years
17.58%
18.27%
Beta – 1 Year
1.43
1.22
Beta – 3 Years
1.06
0.89
Sharpe Ratio – 1 Year
0.43
1.18
Sharpe Ratio – 3 Years
0.21
0.74
Worst Rolling Year
-2.37%
-0.28%
Value at Worst Rolling Year
₹0.98 Cr
₹1.00 Cr
Deepest Drawdown
−19.75%
−13.15%
Recovery Period
57 days
44 days
1-Year Rolling Windows Positive
96.22%
99.89%
Median Rolling Year
9.45%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 32% · S 26%
L 11% · S 71%
Number of Stocks
19
13
Portfolio P/E
40.21
41.36
Top 5 Holdings
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%