Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs Wallfort-India Contra Equity Fund
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
Wallfort-India Contra Equity Fund
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%
3.26%
6 Months
10.94%
17.84%
1 Year
14.16%
16.84%
3 Years
7.74%
—
5 Years
3.22%
—
Since Inception
10.15%
22.85%
Fund Age
7 yrs 2 mo
7 mo
AUM
₹34.95 Cr
₹37.36 Cr
Alpha – 1 Year
14.51%
12.12%
Alpha – 3 Years
−1.26%
—
Information Ratio – 3 Years
-0.10
—
Volatility – 1 Year
25.75%
29.93%
Volatility – 3 Years
17.58%
—
Beta – 1 Year
1.43
1.60
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
0.43
0.48
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%
—
Number of Stocks
19
—
Portfolio P/E
40.21
—
Top 5 Holdings
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Aditya Birla Real Estate Ltd · 16.62%
Kalyani Steels Ltd · 15.41%
L G Balakrishnan & Bros Ltd · 12.63%
HDFC Bank Ltd · 11.21%
Kolte Patil Developers Ltd · 10.11%
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%