| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Lakewater Advisors India Growth | 7.05% | 14.16% | 2.57% | 7.74% | 3.22% | 10.15% |
| NIFTY 50 TRI | −7.00% | −0.35% | −1.19% | 9.00% | 8.32% | 11.70% |
| Excess over benchmark | 14.05% | 14.51% | 3.76% | −1.26% | −5.10% | −1.55% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 06 Nov 2024 | 31 Mar 2026 | −19.75% | 510 days | 27 May 2026 | 57 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −15.27% | 182 days | – | – |