Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−5.12%
5.72%
6 Months
10.94%
23.48%
1 Year
14.16%
38.68%
3 Years
7.74%
26.01%
5 Years
3.22%
16.58%
Since Inception
10.15%
18.98%
Fund Age
7 yrs 2 mo
16 yrs 6 mo
AUM
₹34.95 Cr
₹1,885.18 Cr
Alpha – 1 Year
14.51%
33.96%
Alpha – 3 Years
−1.26%
13.92%
Information Ratio – 3 Years
-0.10
1.27
Volatility – 1 Year
25.75%
28.06%
Volatility – 3 Years
17.58%
20.41%
Beta – 1 Year
1.43
1.39
Beta – 3 Years
1.06
1.06
Sharpe Ratio – 1 Year
0.43
1.12
Sharpe Ratio – 3 Years
0.21
1.06
Worst Rolling Year
-2.37%
-4.06%
Value at Worst Rolling Year
₹0.98 Cr
₹0.96 Cr
Deepest Drawdown
−19.75%
−18.24%
Recovery Period
57 days
60 days
1-Year Rolling Windows Positive
96.22%
98.28%
Median Rolling Year
9.45%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 41% · M 32% · S 26%
L 40% · M 32% · S 24%
Number of Stocks
19
28
Portfolio P/E
40.21
45.86
Top 5 Holdings
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%