• 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) |
---|---|---|---|
23.65% | 0.79 | 14.88% | 64.71% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Portfolio | -2.8% | -6.1% | -11.5% | 8.6% | 43.3% | - | - | - | 19.0% |
Nifty 50 | -2.1% | -1.4% | -3.2% | 16.9% | 31.7% | - | - | - | 13.7% |
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 | 2Y 11M | - | Nifty 50 | 19.0% | - | 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 | 6.26% | 19.47% | 64.71% | 25.73% | 0.68 | 14.88% | 2.75 | 2.47% | 0.12 | 47.06 % |
Nifty 500 | 3.61% | 20.04% | 23.65% | 0.79 | 0.83% | 0.04 | 47.06 % | |||
Nifty Midcap 100 | -3.94% | 23.23% | 19.29% | 0.76 | -2.79% | -0.14 | 50.00 % | |||
Nifty Smallcap 100 | -8.92% | 24.9% | 15.98% | 0.50 | -2.83% | -0.12 | 47.06 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
Bajaj Finance Ltd | 28.01 |
L&T Technology Services Ltd | 14.50 |
Aarti Industries | 10.53 |
Sona BLW Precision Forgings Limited | 8.11 |
Arti Surfactants Ltd | 6.90 |
Top 5 Equity Holdings | 68.05 |
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 |
Disclaimer
#Returns as of 30 Apr 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 22.
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
