• 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) |
---|---|---|---|
7.10% | 1.68 | 27.43% | 60% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Portfolio | -4.20% | -7.70% | 6.90% | -20.90% | 4.00% | 11.30% | 11.40% | ||
Nifty 50 | -3.50% | 5.90% | 14.70% | 4.30% | 13.80% | 14.20% | 12.80% |
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 | 3Y 7M | - | Nifty 50 | 11.40% | - | 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 | 1.84% | 6.75% | 60% | 8.59% | 1.78 | 27.43% | 0.07 | 2.28% | 0.11 | 45.00 % |
Nifty 500 | -0.19% | 7.29% | 7.10% | 1.68 | 0.29% | 0.01 | 42.50 % | |||
Nifty Midcap 100 | -5.79% | 10.48% | 4.69% | 1.27 | -4.12% | -0.21 | 45.00 % | |||
Nifty Smallcap 100 | 2.89% | 17.39% | 20.28% | 1.00 | 1.13% | 0.05 | 47.50 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
BAJAJ FINANCE LIMITED | 32.00 |
TATA MOTORS LIMITED | 10.40 |
AARTI INDUSTRIES LIMITED | 7.92 |
PI INDUSTRIES LIMITED | 7.36 |
TITAN COMPANY LIMITED | 5.94 |
Top 5 Equity Holdings | 63.62 |
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

Disclaimer
#Returns as of 31 Dec 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 Sep 22.