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FIRST--Moderate strategy vs Prabhudas Lilladher - Multi Asset Dynamic Portfolio

FIRST--Moderate strategy

Prabhudas Lilladher - Multi Asset Dynamic Portfolio

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Growth of ₹1 Crore

FIRST--Moderate strategy

Prabhudas Lilladher - Multi Asset Dynamic Portfolio

Return for the risk

3 yrs return

10%

15%

20%

Prabhudas Lilladher - Multi Asset Dynamic Portfolio

16.7% • vol 7.8%

10%

20%

Volatility • 3 yrs deviation

1 Month

0.61%

3.56%

6 Months

4.10%

13.29%

1 Year

8.70%

22.10%

3 Years

—

16.73%

5 Years

—

Since Inception

9.63%

10.99%

Fund Age

2 yrs 4 mo

4 yrs 7 mo

AUM

₹98.62 Cr

—

Alpha – 1 Year

3.50%

12.64%

Alpha – 3 Years

—

3.66%

Information Ratio – 3 Years

—

0.36

Volatility – 1 Year

0.83%

7.16%

Volatility – 3 Years

—

7.82%

Beta – 1 Year

0.26

0.41

Beta – 3 Years

—

0.88

Sharpe Ratio – 1 Year

3.58

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

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

2% / 1% / –

3% / 2% / 1%

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