• Corporate governance, research & development, innovation, asset light, debt free and patience are key words that define Lakewater’s investment philosophy.
• The very foundation of investment decisions is when one invest in a stock, one actually buys the business and not the stock.
• Investment philosophy is to remain agnostic to the daily fluctuating stock price as long as it continues to believe in the business.
• Lakewater views market volatility as a friend that allows to buy securities at a discount or sell at a premium to intrinsic value.
• For Lakewater, stock market is simply a platform where one can buy a piece of valuable businesses.
• Understanding business is more important to lakewaters than technical analysis and market algorithms.
• Lakewater focus more on basics than complex economic charts. Focus is more on people’s economic behaviour, changing social norms, their preferences.
Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
-7.87% | 1.00 | 15.27% | 57.69% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Lake Water PMS | -0.23% | 3.11% | 5.86% | 28.96% | 3.71% | 9.23% | 11.93% | ||
Nifty 50 TRI | 1.32% | 9.38% | 14.57% | 28.49% | 15.74% | 16.16% | 15.43% |
QRC Report Card *
Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
---|---|---|---|---|---|---|---|---|---|
Lake Water PMS | Multi Cap | Mr. Pankaj Singhania | 20 June 2019 | 4Y 8M | - | Nifty 50 TRI | 11.93% | - | NA |
Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
---|---|---|---|---|---|---|---|---|---|---|
Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
Nifty 50 | 11.69% | -17.84% | 57.69% | -6.15% | 0.80 | 15.27% | 0.33 | 0.28% | 0.01 | 44.23 % |
Nifty 500 | 7.56% | -15.43% | -7.87% | 1.00 | -1.65% | -0.09 | 42.31 % | |||
Nifty Midcap 100 | -8.76% | -14.68% | -23.44% | 1.14 | -8.56% | -0.47 | 40.38 % | |||
Nifty Smallcap 100 | -13.69% | -14.74% | -28.43% | 0.81 | -5.44% | -0.26 | 42.31 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
Sector Allocation
Holding | % |
---|---|
Chemicals | 0.00 |
Chemicals Speciality | 0.00 |
Computer Software | 0.00 |
Finance Leasing& Hire Purchase | 0.00 |
Pesticides & Agrochemicals | 0.00 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | |
Mid Cap | |
Small Cap | |
Cash |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book a call with our PMS AIF SpecialistsDisclaimer
#Returns as of 29 Feb 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Sep 23.