Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
TRADESWIFT BROKING-MULTI ASSET
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%
0.77%
6 Months
10.94%
11.30%
1 Year
14.16%
5.88%
3 Years
7.74%
—
5 Years
3.22%
—
Since Inception
10.15%
10.85%
Fund Age
7 yrs 2 mo
2 yrs 5 mo
AUM
₹34.95 Cr
₹45.96 Cr
Alpha – 1 Year
14.51%
−0.98%
Alpha – 3 Years
−1.26%
—
Information Ratio – 3 Years
-0.10
—
Volatility – 1 Year
25.75%
21.88%
Volatility – 3 Years
17.58%
—
Beta – 1 Year
1.43
2.00
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
0.43
0.12
Sharpe Ratio – 3 Years
0.21
—
Worst Rolling Year
-2.37%
—
Value at Worst Rolling Year
₹0.98 Cr
—
Deepest Drawdown
−19.75%
−19.87%
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 12% · M 4% · S 66%
Number of Stocks
19
39
Portfolio P/E
40.21
23.43
Top 5 Holdings
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1.5% / 1%