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Often below a prior high
Roughly 62% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
India Growth Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Lakewater Advisors Private Limited
Age: 42 months
Trailing return from filed months
- 1Y
- 5.53%
- 3Y
- 5.04%
- 5Y
- Needs 60 months
- CAGR
- 12.16%
- Max DD
- -18.04%
- Calmar
- 0.67
- Track
- 42 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Rolling CAGR (3Y)
8.26%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
Total Return
49.43%
Annualised Return
12.16%
Hit Rate
61.90%
Maximum Drawdown
-18.04%
Annualised Volatility
17.72%
Sharpe Ratio
0.74
Sortino Ratio
0.74
Consistency Score
61.9%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 36.44%
- Worst Year Return P
- 1.69%
- Median Annual Return P
- 3.78%
- Average Monthly Return P
- 1.09%
- Geometric Mean Return P
- 0.96%
- Average Drawdown P
- -3.77%
- Median Drawdown P
- -2.40%
- Max Drawdown Duration P
- 19 mo
- Average Drawdown Duration P
- 5 mo
- Time to Recovery P
- 19 mo
- Return / Max Drawdown P
- 0.67
- Return / Avg Drawdown P
- 3.22
- Ulcer Index P
- 5.80%
- Positive Rolling Periods % P
- 59.52%
- Return Stability Score P
- 19.54
- Return Persistence P
- -0.07
- Worst Rolling 12M Return P
- -8.36%
- Best Rolling 12M Return P
- 34.01%
- Maximum Monthly Loss P
- -12.32%
- Worst 3-Month Period P
- -15.47%
- Worst 6-Month Period P
- -14.22%
- Return Smoothness Index P
- 13.60
- Pain Adjusted Return P
- 3.22%
- Worst Case Investor Entry P
- -8.36%
- Capital Preservation Score P
- 81.96%
- Aggressiveness Score P
- 5.12%
- Recovery Efficiency P
- 0.43
- Downside Volatility R
- 10.30%
- Upside Volatility R
- 12.59%
- Time in Drawdown % R
- 61.90%
- VaR 95% R
- -7.33%
- VaR 99% R
- -10.82%
- CVaR 95% R
- -9.88%
- CVaR 99% R
- -12.32%
- Semi Variance R
- 0.0009
- Volatility of Drawdowns R
- 4.45%
- CAGR per Unit Drawdown R
- 0.67
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 1.69%
- Return Skewness C
- 0.39
- Return Kurtosis C
- 2.39
- Coefficient of Variation C
- 4.71
- Calmar Ratio C
- 0.67
- Sterling Ratio C
- 0.67
- Burke Ratio C
- 0.57
Filings
Month-end SEBI filings. Missing months stay blank.
India Growth performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has India Growth performed?
- India Growth (Lakewater Advisors Private Limited) shows CAGR 12.16% and max drawdown -18.04% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is India Growth CAGR / max drawdown?
- CAGR is 12.16%; max drawdown is -18.04%. We only publish CAGR when there are enough months (≥12 on this track of 42 months). Learn more
- Where do India Growth returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite India Growth?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more