Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs Tradeswift - Sparkling Gems
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
Tradeswift - Sparkling Gems
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%
−0.05%
6 Months
10.94%
23.02%
1 Year
14.16%
—
3 Years
7.74%
—
5 Years
3.22%
—
Since Inception
10.15%
13.86%
Fund Age
7 yrs 2 mo
10 mo
AUM
₹34.95 Cr
₹13.6 Cr
Alpha – 1 Year
14.51%
—
Alpha – 3 Years
−1.26%
—
Information Ratio – 3 Years
-0.10
—
Volatility – 1 Year
25.75%
—
Volatility – 3 Years
17.58%
—
Beta – 1 Year
1.43
—
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
0.43
—
Sharpe Ratio – 3 Years
0.21
—
Worst Rolling Year
-2.37%
—
Value at Worst Rolling Year
₹0.98 Cr
—
Deepest Drawdown
−19.75%
—
Recovery Period
57 days
—
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%
S 97%
Number of Stocks
19
29
Portfolio P/E
40.21
26.06
Top 5 Holdings
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Goldiam International Ltd · 7.05%
Grindwell Norton Ltd · 4.59%
RPG Life Sciences Ltd · 4.39%
Action Construction Equipment Ltd · 4.38%
Enviro Infra Engineers Ltd · 4.35%
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Capital Goods · 20.02%
Consumer Durables · 11.07%
Financial Services · 10.96%
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%