Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
Tulsian - PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−5.12%
2.21%
6 Months
10.94%
21.04%
1 Year
14.16%
21.34%
3 Years
7.74%
19.08%
5 Years
3.22%
23.67%
Since Inception
10.15%
—
Fund Age
7 yrs 2 mo
6 yrs 4 mo
AUM
₹34.95 Cr
₹364.08 Cr
Alpha – 1 Year
14.51%
21.69%
Alpha – 3 Years
−1.26%
10.08%
Information Ratio – 3 Years
-0.10
0.52
Volatility – 1 Year
25.75%
32.28%
Volatility – 3 Years
17.58%
28.08%
Beta – 1 Year
1.43
1.47
Beta – 3 Years
1.06
1.60
Sharpe Ratio – 1 Year
0.43
0.58
Sharpe Ratio – 3 Years
0.21
0.57
Worst Rolling Year
-2.37%
15.61%
Value at Worst Rolling Year
₹0.98 Cr
₹1.16 Cr
Deepest Drawdown
−19.75%
−31.98%
Recovery Period
57 days
457 days
1-Year Rolling Windows Positive
96.22%
100.00%
Median Rolling Year
9.45%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 32% · S 26%
L 90% · M 10%
Number of Stocks
19
—
Portfolio P/E
40.21
—
Top 5 Holdings
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
—
Fixed Fee
2.00% / yr
7.50% / yr
Performance Fee / Plan
2% of profit
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%