Portfolio Management Services (PMS)Compare Schemes
Ladderup-Proud PMS vs Vallum Multi Activa Strategy
Add SchemeGrowth of ₹1 Crore
Ladderup-Proud PMS
Vallum Multi Activa Strategy
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%
1.82%
6 Months
7.09%
3.61%
1 Year
−3.99%
28.29%
3 Years
6.36%
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5 Years
—
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Since Inception
8.96%
23.99%
Fund Age
3 yrs 3 mo
19 mo
AUM
₹101.42 Cr
₹14.97 Cr
Alpha – 1 Year
−8.71%
20.75%
Alpha – 3 Years
−5.73%
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Information Ratio – 3 Years
-0.76
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Volatility – 1 Year
21.06%
13.84%
Volatility – 3 Years
16.81%
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Beta – 1 Year
1.13
0.77
Beta – 3 Years
1.00
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Sharpe Ratio – 1 Year
-0.35
1.50
Sharpe Ratio – 3 Years
0.15
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Worst Rolling Year
5.39%
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Value at Worst Rolling Year
₹1.05 Cr
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Deepest Drawdown
−25.09%
−7.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
7.02%
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5-Year Rolling Windows Positive
—
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Market-Cap Mix
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Number of Stocks
25
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Portfolio P/E
—
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Top 5 Holdings
—
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Top Sectors
—
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Fixed Fee
2.00% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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