© 2026 Wisefolio. Legal and disclaimers
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 Month | −4.9% | −6.0% | +1.1% |
| 3 Months | −5.4% | −4.9% | −0.5% |
| 6 Months | +20.3% | +2.1% | +18.2% |
| 1 Year | +5.5% | −7.1% | +12.6% |
|---|
| 2 Years | −0.7% | −5.3% | +4.6% |
|---|
| 3 Years (CAGR) | +5.0% | +6.1% | −1.0% |
|---|
| 4 Years (CAGR) | +6.0% | +8.5% | −2.5% |
|---|
| 5 Years (CAGR) | +1.4% | +6.4% | −5.0% |
|---|
| Since launch | +9.3% | +10.5% | −1.2% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 62-month window · Source: Computed from NAV history
Maximum drawdown: 18.7%
Lakewater Advisors’s story and investment philosophy are on the Lakewater Advisors firm page.
Pankaj Singhania
Founder
His vast experience in Capital & Financial Markets makes him see companies through a very close lens of statutory legislations 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. "We focus more on people's economic behaviour, changing social norms, their preferences than studying complex economic charts. We Focus on Basics."
Archana Singhania
Founder
An expert in digital strategy and enhanced customer experience, she has a keen insight of the Indian capital markets with over 15 years of Investment experience. Her expertise in technical analysis, financial research and market forecasting have made her a reliable name in Investment banking space. "Listen Well. Be Real."
Priyanka Sancheti
Company Secretary & Compliance Officer, Member of the Institute of Company Secretaries of India
Professional with over 10 years of experience in corporate affairs and finance. Specializes in financial laws, secretarial matters, corporate laws, and RBI and SEBI compliance, ensuring strong governance and ethical practices within the organization.
Nikita Choudhary
Company Secretary & Compliance Officer
She has over 15 years of rich and varied experience in corporate affairs and finance. Her expertise encompasses Corporate Laws, Secretarial Matters, RBI Regulations, SEBI Regulations, Financial Accounting & Audit processes. She turns complex regulations into strategic opportunities. "Good governance begins where integrity and compliance meet"
Registration No
INP000006767
Fund Manager
Mr.Pankaj Singhania
Principal Officer
Mr.Pankaj Singhania
Inflow
₹0.00 Cr
Outflow
₹0.00 Cr
Net
₹0.00 Cr
Not reported — complaint data for this strategy isn't available yet.
Share a few details and our team will walk you through the next steps.
Be the first to discuss India Growth — share your research, ask questions, or compare notes with other investors.