• 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 | 0.75% | -1.79% | 3.95% | 34.03% | 2.99% | 8.98% | 11.89% | ||
Nifty 50 TRI | 1.57% | 2.92% | 14.09% | 30.08% | 14.38% | 16.31% | 15.52% |
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 10M | - | Nifty 50 TRI | 11.89% | - | 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 | 12.02% | -18.17% | 57.69% | -6.15% | 0.80 | 15.27% | 0.33 | 0.28% | 0.01 | 44.23 % |
Nifty 500 | 7.88% | -15.75% | -7.87% | 1.00 | -1.65% | -0.09 | 42.31 % | |||
Nifty Midcap 100 | -8.49% | -14.95% | -23.44% | 1.14 | -8.56% | -0.47 | 40.38 % | |||
Nifty Smallcap 100 | -13.44% | -14.99% | -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 31 Mar 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.