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Merisis Opportunities Fund vs Prabhudas Lilladher - Elevate

Merisis Opportunities Fund

Prabhudas Lilladher - Elevate

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Growth of ₹1 Crore

Merisis Opportunities Fund

Prabhudas Lilladher - Elevate

Return for the risk

1 yr return

25%

30%

35%

Prabhudas Lilladher - Elevate

30.5% • vol 21.5%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

—

18.21%

6 Months

—

19.98%

1 Year

—

30.53%

3 Years

—

5 Years

—

Since Inception

—

18.35%

Fund Age

—

2 yrs 8 mo

AUM

—

Alpha – 1 Year

—

26.89%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

21.52%

Volatility – 3 Years

—

Beta – 1 Year

—

0.71

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

1.10

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−15.37%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 6% · M 16% · S 54%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Hindustan Copper Ltd · 7.55%

Jayaswal Neco Industries Ltd · 6.33%

KIOCL Ltd · 5.78%

Borosil Renewables Ltd · 5.18%

Ram Ratna Wires Ltd · 5.13%

Top Sectors

—

Fixed Fee

—

2.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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