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Lakewater
Lakewater · Portfolio Management Services
Sectoral Shift is a PMS (Portfolio Management Services) strategy from Lakewater. It has returned -3.30% over 1 year, as reported by the fund manager. It manages about ₹22.1 crore. The minimum investment in any PMS is ₹50 lakh.
Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.
Sectoral Shift has returned -6.10% (1 month), -6.70% (3 months), +5.30% (6 months), -3.30% (1 year), -3.60% (Since inception). Periods over one year are annualised.
SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.
Sectoral Shift is offered by Lakewater, a SEBI-registered portfolio manager.