Portfolio Management Services (PMS)Compare Schemes
Ladderup-Proud PMS vs Maximal Income Fund
Add SchemeGrowth of ₹1 Crore
Ladderup-Proud PMS
Maximal Income Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
1.24%
6 Months
7.09%
7.09%
1 Year
−3.99%
17.57%
3 Years
6.36%
20.39%
5 Years
—
—
Since Inception
8.96%
19.75%
Fund Age
3 yrs 3 mo
4 yrs 2 mo
AUM
₹101.42 Cr
₹49.8 Cr
Alpha – 1 Year
−8.71%
16.32%
Alpha – 3 Years
−5.73%
14.92%
Information Ratio – 3 Years
-0.76
1.66
Volatility – 1 Year
21.06%
7.36%
Volatility – 3 Years
16.81%
8.69%
Beta – 1 Year
1.13
1.50
Beta – 3 Years
1.00
0.91
Sharpe Ratio – 1 Year
-0.35
1.55
Sharpe Ratio – 3 Years
0.15
1.63
Worst Rolling Year
5.39%
18.51%
Value at Worst Rolling Year
₹1.05 Cr
₹1.19 Cr
Deepest Drawdown
−25.09%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.02%
21.68%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
25
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 15%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%