Advertisement
Lake Water Advisors - India Growth
Lake Water Advisors - India Growth

Lake Water Advisors - India Growth

  • Lakewater Advisors Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 108
    Out of 118*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age6 years, 5 months
4.78%
4.62%
Hurdle Rate**12.00% or 20.00%
Fixed fee2.00% or 1.50% or 1.00%
Min. Investment50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (2.43%)
Allocation by Market Cap
Small Cap (28.67%)
Mid Cap (10.9%)
Large Cap (50.57%)
Sector Holdings
  • Financial Services33.35%
  • Healthcare8.03%
  • Metals & Mining7.27%
  • Power7.21%
  • Capital Goods6.36%
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Pankaj Singhania
  • Manager Rank164 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-1.14%
Profile

Co-founder & Fund Manager Mr.Pankaj Singhania, a Chartered Accountant, Cost Accountant and a Former Civil Servant, always had a distinctive knack for analysing company fundamentals in tandem with management credentials and collating it with the legal framework. His vast experience in Corporate Assessment, International Taxation,, Investigation, System scrutiny etc made him see companies through a very close lens of statutory legislation and corporate governance norms. He has an intricate experience of policy making, and how policy changes impact corporates at a much deeper and latent level. His confluence of macro and micro vision, rich experience of more than 25 years and close encounters with corporate who's who, has crystallized in the form of seasoned investment insights & strategies which surpass the market dynamics to an entirely different level

Other Schemes
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00% or 20.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
60 Out of 251
Fixed Fee
2.00% or 1.50% or 1.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00% or 20.00%
Benchmark
Nifty 50 TRI
Category Rank
60 Out of 251
Fixed Fee
2.00% or 1.50% or 1.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Lakewater Advisors Pvt Ltd
Lakewater Advisors Pvt Ltd manages assets worth Rs 37.69 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

37.69 (As on Oct, 2025)

Number of Schemes

1
Schemes From This AMC
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00% or 20.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
60 Out of 251
Fixed Fee
2.00% or 1.50% or 1.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Lake Water Advisors - India Growth?
The hurdle rate of Lake Water Advisors - India Growth is 12.00% or 20.00%.
What is the fixed fee charged in Lake Water Advisors - India Growth ?
The fixed fee charged in Lake Water Advisors - India Growth is 2.00% or 1.50% or 1.00%.
What is the variable fee charged in Lake Water Advisors - India Growth ?
There is no option for Variable fee.
What is the profit sharing in Lake Water Advisors - India Growth ?
The profit sharing in Lake Water Advisors - India Growth is 10% Profit sharing above 12% Hurdle or 20% Profit sharing above 20% Hurdle.
What is the minimum investment in Lake Water Advisors - India Growth ?
The minimum investment in Lake Water Advisors - India Growth is ₹50 Lacs
What type of scheme is Lake Water Advisors - India Growth?
Lake Water Advisors - India Growth is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Lake Water Advisors - India Growth?
The inception date of Lake Water Advisors - India Growth is Jun 20, 2019.
What is the exit load of Lake Water Advisors - India Growth?
Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.