- Manager
- Lakewater Advisors
- Service
- Discretionary
- Asset class
- Equity
India Growth
+5.52%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
Lakewater Advisors’ India Growth returned 5.52% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹31.54 crore across its clients.
Key numbers
- AUM
- ₹31.54 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 0.95×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −4.93% | −6.03% | +1.10% |
| 3 months | −5.41% | −4.91% | −0.50% |
| 6 months | +20.30% | +2.13% | +18.17% |
| 1 year | +5.52% | −7.09% | +12.61% |
| 2 years | −0.71% | −5.29% | +4.58% |
| 3 years | +5.04% | +6.06% | −1.02% |
| 4 years | +5.95% | +8.48% | −2.53% |
| 5 years | +1.38% | +6.38% | −5.00% |
| Since inception | +9.27% | +10.61% | −1.34% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity91.86%₹28.98 Cr
- Cash and other8.14%₹2.57 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0 Cr
- Net, Sep 2026
- −₹0 Cr
- Net, FY to date
- −₹0.31 Cr
- Turnover, month
- 0.08×
- Turnover, past year
- 0.95×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has India Growth returned?
5.52% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.93%; 3 months: −5.41%; 6 months: 20.30%; 1 year: 5.52%; 2 years: −0.71%; 3 years: 5.04%; 4 years: 5.95%; 5 years: 1.38%; Since inception: 9.27%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 12.61 percentage points ahead.
How much does India Growth manage?
₹31.54 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages India Growth?
Lakewater Advisors, a SEBI-registered portfolio manager (INP000006767), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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