Portfolio Management Services (PMS)Compare Schemes
Investvalue India Winners Portfolio vs Ladderup-Proud PMS
Add SchemeGrowth of ₹1 Crore
Investvalue India Winners Portfolio
Ladderup-Proud PMS
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.49%
1.08%
6 Months
—
7.09%
1 Year
—
−3.99%
3 Years
—
6.36%
5 Years
—
—
Since Inception
17.31%
8.96%
Fund Age
5 mo
3 yrs 3 mo
AUM
₹30.77 Cr
₹101.42 Cr
Alpha – 1 Year
—
−8.71%
Alpha – 3 Years
—
−5.73%
Information Ratio – 3 Years
—
-0.76
Volatility – 1 Year
—
21.06%
Volatility – 3 Years
—
16.81%
Beta – 1 Year
—
1.13
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
—
-0.35
Sharpe Ratio – 3 Years
—
0.15
Worst Rolling Year
—
5.39%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
—
−25.09%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.02%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 20% · M 23% · S 49%
—
Number of Stocks
20
25
Portfolio P/E
53.40
—
Top 5 Holdings
Cash & Cash Equivalent · 8.00%
CCL Products (India) Ltd · 6.00%
KEI Industries Ltd · 5.00%
ABB India Ltd · 5.00%
Bharat Forge Ltd · 5.00%
—
Top Sectors
Capital Goods · 32.00%
Automobile and Auto Components · 17.00%
Healthcare · 12.00%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%