Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
Tamohara - TIOS
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%
3.29%
6 Months
10.94%
14.68%
1 Year
14.16%
11.65%
3 Years
7.74%
7.09%
5 Years
3.22%
8.41%
Since Inception
10.15%
10.45%
Fund Age
7 yrs 2 mo
10 yrs 5 mo
AUM
₹34.95 Cr
₹24.48 Cr
Alpha – 1 Year
14.51%
12.00%
Alpha – 3 Years
−1.26%
−1.90%
Information Ratio – 3 Years
-0.10
-0.12
Volatility – 1 Year
25.75%
20.48%
Volatility – 3 Years
17.58%
16.32%
Beta – 1 Year
1.43
1.11
Beta – 3 Years
1.06
1.00
Sharpe Ratio – 1 Year
0.43
0.36
Sharpe Ratio – 3 Years
0.21
0.15
Worst Rolling Year
-2.37%
-5.06%
Value at Worst Rolling Year
₹0.98 Cr
₹0.95 Cr
Deepest Drawdown
−19.75%
−24.00%
Recovery Period
57 days
Not yet recovered
1-Year Rolling Windows Positive
96.22%
92.00%
Median Rolling Year
9.45%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 32% · S 26%
L 41% · M 5% · S 35%
Number of Stocks
19
31
Portfolio P/E
40.21
28.34
Top 5 Holdings
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
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% / – / –