Portfolio Management Services (PMS)Compare Schemes
Dezerv Dynamic Debt Strategy vs Prabhudas Lilladher - Multi Asset Dynamic Portfolio
Add SchemeGrowth of ₹1 Crore
Dezerv Dynamic Debt Strategy
Prabhudas Lilladher - Multi Asset Dynamic Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 6.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.82%
3.56%
6 Months
4.85%
13.29%
1 Year
10.04%
22.10%
3 Years
10.45%
16.73%
5 Years
—
—
Since Inception
10.05%
10.99%
Fund Age
2 yrs 6 mo
4 yrs 7 mo
AUM
₹286.26 Cr
—
Alpha – 1 Year
4.84%
12.64%
Alpha – 3 Years
3.56%
3.66%
Information Ratio – 3 Years
—
0.36
Volatility – 1 Year
—
7.16%
Volatility – 3 Years
—
7.82%
Beta – 1 Year
—
0.41
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
—
2.07
Sharpe Ratio – 3 Years
—
1.32
Worst Rolling Year
—
7.73%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
—
−13.81%
Recovery Period
—
101 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.06%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
10% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%