Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−5.12%
3.26%
6 Months
10.94%
4.03%
1 Year
14.16%
0.70%
3 Years
7.74%
10.01%
5 Years
3.22%
8.40%
Since Inception
10.15%
14.84%
Fund Age
7 yrs 2 mo
7 yrs 10 mo
AUM
₹34.95 Cr
₹2,937.84 Cr
Alpha – 1 Year
14.51%
−2.28%
Alpha – 3 Years
−1.26%
−1.88%
Information Ratio – 3 Years
-0.10
-0.37
Volatility – 1 Year
25.75%
17.90%
Volatility – 3 Years
17.58%
14.65%
Beta – 1 Year
1.43
1.00
Beta – 3 Years
1.06
0.93
Sharpe Ratio – 1 Year
0.43
-0.18
Sharpe Ratio – 3 Years
0.21
0.35
Worst Rolling Year
-2.37%
7.25%
Value at Worst Rolling Year
₹0.98 Cr
₹1.07 Cr
Deepest Drawdown
−19.75%
−18.24%
Recovery Period
57 days
Not yet recovered
1-Year Rolling Windows Positive
96.22%
100.00%
Median Rolling Year
9.45%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 41% · M 32% · S 26%
L 58% · M 15% · S 26%
Number of Stocks
19
71
Portfolio P/E
40.21
31.77
Top 5 Holdings
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%