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Lake Water PMS

Scheme Rating

IME Scheme Rating

The Scheme does not meet our selection criteria at this time

IME Strategy Rating

Not a recommended AMC: Lake Water PMS is too nascent a PMS to recommend investments in.

PMS Scheme Ratings are driven by IME’s Proprietary Scheme Rating Methodology, which takes into account our ratings of the Scheme’s investment strategy, its maturity, the investment team, and our separate rating on the AMC that runs this particular scheme. Our views on each of these individual criteria are available via the IME RMS – which you can view by reaching out to one of our relationship managers (using either the live chat or book appointment feature on this site).

IME View on Lake Water PMS

Type: High Yield Debt | Debt | AUM ( cr) | Inc Date (5.0)

Trailing Performance

2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Lake Water Growth 24.62 -20.9 36.8 21.9
S&P BSE 500 TRI 26.6 4.8 30.3 18.3
Alpha (over Broad Mkt BM) -2 -25.7 6.5 3.6
Nifty 500 25.8 1.6 31 17.7
Alpha (over Category BM) -1.2 -22.5 5.8 4.2

Fund Managers

Lake Water Growth

Not under coverage: This scheme is currently not under our coverage universe.Not under coverage: This scheme is currently not under our coverage universe.Not a recommended AMC: Lake Water PMS is too nascent a PMS to recommend investments in.Not a recommended AMC: Lake Water PMS is too nascent a PMS to recommend investments in.No notable track record: The founder Pankaj Singhania's core area of expertise has been more as a senior CA, and the relevance of this experience in managing equity portfolios is still to be established.No notable track record:mThe founder Pankaj Singhania's core area of expertise has been more as a senior CA, and the relevance of this experience in managing equity portfolios is still to be established.Fund Yet to Mature: While the fund has been around for more than 3 years, it has still not established a 5-year track record. A 5-year track record helps provide greater clarity on fund performance across market conditions.Fund Yet to Mature: While the fund has been around for more than 3 years, it has still not established a 5-year track record. A 5-year track record helps provide greater clarity on fund performance across market conditions.

AMC

AMC: (click link for detailed AMC review)