Portfolio Management Services (PMS)Compare Schemes
Ladderup-Proud PMS vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Ladderup-Proud PMS
Systamatix - Dynamic Investment
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
7.60%
6 Months
7.09%
26.61%
1 Year
−3.99%
33.69%
3 Years
6.36%
25.74%
5 Years
—
21.83%
Since Inception
8.96%
—
Fund Age
3 yrs 3 mo
8 yrs 4 mo
AUM
₹101.42 Cr
₹158.52 Cr
Alpha – 1 Year
−8.71%
29.93%
Alpha – 3 Years
−5.73%
14.85%
Information Ratio – 3 Years
-0.76
1.52
Volatility – 1 Year
21.06%
19.82%
Volatility – 3 Years
16.81%
19.44%
Beta – 1 Year
1.13
1.03
Beta – 3 Years
1.00
1.06
Sharpe Ratio – 1 Year
-0.35
1.29
Sharpe Ratio – 3 Years
0.15
1.16
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 31% · M 28% · S 38%
Number of Stocks
25
20
Portfolio P/E
—
—
Top 5 Holdings
—
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%