Portfolio Management Services (PMS)Compare Schemes
Lakewater Advisors - India Growth vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Lakewater Advisors - India Growth
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−5.12%
0.30%
6 Months
10.94%
26.99%
1 Year
14.16%
26.29%
3 Years
7.74%
27.01%
5 Years
3.22%
—
Since Inception
10.15%
35.84%
Fund Age
7 yrs 2 mo
4 yrs 3 mo
AUM
₹34.95 Cr
₹521.91 Cr
Alpha – 1 Year
14.51%
28.33%
Alpha – 3 Years
−1.26%
20.36%
Information Ratio – 3 Years
-0.10
—
Volatility – 1 Year
25.75%
31.27%
Volatility – 3 Years
17.58%
25.96%
Beta – 1 Year
1.43
—
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
0.43
0.72
Sharpe Ratio – 3 Years
0.21
0.85
Worst Rolling Year
-2.37%
27.02%
Value at Worst Rolling Year
₹0.98 Cr
₹1.27 Cr
Deepest Drawdown
−19.75%
−26.38%
Recovery Period
57 days
93 days
1-Year Rolling Windows Positive
96.22%
100.00%
Median Rolling Year
9.45%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 32% · S 26%
—
Number of Stocks
19
49
Portfolio P/E
40.21
21.17
Top 5 Holdings
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
—
Top Sectors
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
2% of profit
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—