Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
Tamohara - Q Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−5.12%
−0.46%
6 Months
10.94%
6.77%
1 Year
14.16%
7.38%
3 Years
7.74%
9.03%
5 Years
3.22%
—
Since Inception
10.15%
10.29%
Fund Age
7 yrs 2 mo
4 yrs 2 mo
AUM
₹34.95 Cr
₹9.69 Cr
Alpha – 1 Year
14.51%
7.73%
Alpha – 3 Years
−1.26%
0.04%
Information Ratio – 3 Years
-0.10
0.09
Volatility – 1 Year
25.75%
17.08%
Volatility – 3 Years
17.58%
16.18%
Beta – 1 Year
1.43
0.95
Beta – 3 Years
1.06
1.08
Sharpe Ratio – 1 Year
0.43
0.20
Sharpe Ratio – 3 Years
0.21
0.33
Worst Rolling Year
-2.37%
7.39%
Value at Worst Rolling Year
₹0.98 Cr
₹1.07 Cr
Deepest Drawdown
−19.75%
−24.88%
Recovery Period
57 days
Not yet recovered
1-Year Rolling Windows Positive
96.22%
100.00%
Median Rolling Year
9.45%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 32% · S 26%
L 41% · M 53%
Number of Stocks
19
22
Portfolio P/E
40.21
44.95
Top 5 Holdings
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –