Portfolio Management Services (PMS)Compare Schemes
Ladderup-Proud PMS vs Vallum India Discovery
Add SchemeGrowth of ₹1 Crore
Ladderup-Proud PMS
Vallum India Discovery
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%
8.27%
6 Months
7.09%
25.28%
1 Year
−3.99%
14.17%
3 Years
6.36%
11.84%
5 Years
—
13.19%
Since Inception
8.96%
20.72%
Fund Age
3 yrs 3 mo
5 yrs 11 mo
AUM
₹101.42 Cr
₹1,246.45 Cr
Alpha – 1 Year
−8.71%
9.45%
Alpha – 3 Years
−5.73%
−0.25%
Information Ratio – 3 Years
-0.76
0.04
Volatility – 1 Year
21.06%
23.38%
Volatility – 3 Years
16.81%
20.74%
Beta – 1 Year
1.13
1.12
Beta – 3 Years
1.00
1.17
Sharpe Ratio – 1 Year
-0.35
0.45
Sharpe Ratio – 3 Years
0.15
0.42
Worst Rolling Year
5.39%
8.63%
Value at Worst Rolling Year
₹1.05 Cr
₹1.09 Cr
Deepest Drawdown
−25.09%
−32.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.02%
19.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
25
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0.5% / 0%