Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
Tcg India Investment Opportunities Portfolio
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%
4.64%
6 Months
10.94%
20.32%
1 Year
14.16%
29.93%
3 Years
7.74%
—
5 Years
3.22%
—
Since Inception
10.15%
15.24%
Fund Age
7 yrs 2 mo
1 yr 9 mo
AUM
₹34.95 Cr
₹3.17 Cr
Alpha – 1 Year
14.51%
25.21%
Alpha – 3 Years
−1.26%
—
Information Ratio – 3 Years
-0.10
—
Volatility – 1 Year
25.75%
24.54%
Volatility – 3 Years
17.58%
—
Beta – 1 Year
1.43
1.19
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
0.43
0.97
Sharpe Ratio – 3 Years
0.21
—
Worst Rolling Year
-2.37%
—
Value at Worst Rolling Year
₹0.98 Cr
—
Deepest Drawdown
−19.75%
−12.48%
Recovery Period
57 days
Not yet recovered
1-Year Rolling Windows Positive
96.22%
—
Median Rolling Year
9.45%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 32% · S 26%
L 28% · M 19% · S 50%
Number of Stocks
19
36
Portfolio P/E
40.21
71.00
Top 5 Holdings
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
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% / – / –