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Money Life - Mas Growth vs Prabhudas Lilladher - Multi Asset Dynamic Portfolio
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Money Life - Mas Growth
Prabhudas Lilladher - Multi Asset Dynamic Portfolio
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Growth of
₹1 Crore
Money Life - Mas Growth
Prabhudas Lilladher - Multi Asset Dynamic Portfolio
Since Inception
5Y
3Y
1Y
Return for the risk
3Y
1Y
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
Money Life - Mas Growth
14.8% • vol 21.1%
Prabhudas Lilladher - Multi Asset Dynamic Portfolio
16.7% • vol 7.8%
0%
10%
20%
30%
Volatility • 3 yrs deviation
Overview
1 Month
2.70%
3.56%
6 Months
18.50%
13.29%
1 Year
9.19%
22.10%
3 Years
14.83%
16.73%
5 Years
14.00%
—
Since Inception
21.97%
10.99%
Fund Age
6 yrs 10 mo
4 yrs 7 mo
AUM
₹147.62 Cr
—
Outerperformance
Alpha – 1 Year
9.54%
12.64%
Alpha – 3 Years
5.83%
3.66%
Information Ratio – 3 Years
0.34
0.36
Risk Ratios
Volatility – 1 Year
19.11%
7.16%
Volatility – 3 Years
21.05%
7.82%
Beta – 1 Year
0.83
0.41
Beta – 3 Years
0.91
0.88
Sharpe Ratio – 1 Year
0.27
2.07
Sharpe Ratio – 3 Years
0.51
1.32
Worst Rolling Year
—
7.73%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
—
−13.81%
Recovery Period
—
101 days
Consistency
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.06%
5-Year Rolling Windows Positive
—
—
Portfolio
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fees
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%
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