Portfolio Management Services (PMS)Compare Schemes
Ladderup-Proud PMS vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeGrowth of ₹1 Crore
Ladderup-Proud PMS
Valcreate Lifesciences and Specialty Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
6.35%
6 Months
7.09%
17.95%
1 Year
−3.99%
21.71%
3 Years
6.36%
19.34%
5 Years
—
—
Since Inception
8.96%
19.34%
Fund Age
3 yrs 3 mo
3 yrs 6 mo
AUM
₹101.42 Cr
₹18.73 Cr
Alpha – 1 Year
−8.71%
16.99%
Alpha – 3 Years
−5.73%
7.25%
Information Ratio – 3 Years
-0.76
0.85
Volatility – 1 Year
21.06%
22.22%
Volatility – 3 Years
16.81%
20.72%
Beta – 1 Year
1.13
0.87
Beta – 3 Years
1.00
0.89
Sharpe Ratio – 1 Year
-0.35
0.75
Sharpe Ratio – 3 Years
0.15
0.85
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
—
—
Number of Stocks
25
—
Portfolio P/E
—
—
Top 5 Holdings
—
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
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%
0% / 0% / 0%