Portfolio Management Services (PMS)Compare Schemes
Ladderup-Proud PMS vs Monarch Wealth Creator Fund
Add SchemeGrowth of ₹1 Crore
Ladderup-Proud PMS
Monarch Wealth Creator Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
2.85%
6 Months
7.09%
12.32%
1 Year
−3.99%
—
3 Years
6.36%
—
5 Years
—
—
Since Inception
8.96%
13.81%
Fund Age
3 yrs 3 mo
8 mo
AUM
₹101.42 Cr
₹279.09 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 35% · M 34% · S 23%
Number of Stocks
25
40
Portfolio P/E
—
19.53
Top 5 Holdings
—
Mazagon Dock Shipbuilders Ltd · 13.42%
Bank of Baroda · 7.93%
Cash & Cash Equivalent · 6.62%
NMDC Ltd · 5.37%
Adani Enterprises Ltd · 5.31%
Top Sectors
—
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0.5% / 0.5% / 0%