Portfolio Management Services (PMS)Compare Schemes
Ladderup-Proud PMS vs Prabhudas Lilladher - Multi Asset Dynamic Portfolio
Add SchemeGrowth of ₹1 Crore
Ladderup-Proud PMS
Prabhudas Lilladher - Multi Asset Dynamic Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
3.56%
6 Months
7.09%
13.29%
1 Year
−3.99%
22.10%
3 Years
6.36%
16.73%
5 Years
—
—
Since Inception
8.96%
10.99%
Fund Age
3 yrs 3 mo
4 yrs 7 mo
AUM
₹101.42 Cr
—
Alpha – 1 Year
−8.71%
12.64%
Alpha – 3 Years
−5.73%
3.66%
Information Ratio – 3 Years
-0.76
0.36
Volatility – 1 Year
21.06%
7.16%
Volatility – 3 Years
16.81%
7.82%
Beta – 1 Year
1.13
0.41
Beta – 3 Years
1.00
0.88
Sharpe Ratio – 1 Year
-0.35
2.07
Sharpe Ratio – 3 Years
0.15
1.32
Worst Rolling Year
5.39%
7.73%
Value at Worst Rolling Year
₹1.05 Cr
₹1.08 Cr
Deepest Drawdown
−25.09%
−13.81%
Recovery Period
Not yet recovered
101 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.02%
12.06%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
—
Number of Stocks
25
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%