Portfolio Management Services (PMS)Compare Schemes
Omni Barons vs Prabhudas Lilladher - Elevate
Add SchemeGrowth of ₹1 Crore
Omni Barons
Prabhudas Lilladher - Elevate
Return for the risk
1 yr return
25%
30%
35%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−1.38%
18.21%
6 Months
5.97%
19.98%
1 Year
—
30.53%
3 Years
—
—
5 Years
—
—
Since Inception
6.30%
18.35%
Fund Age
8 mo
2 yrs 8 mo
AUM
₹0.57 Cr
—
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 27% · M 40% · S 33%
L 6% · M 16% · S 54%
Number of Stocks
14
—
Portfolio P/E
9.23
—
Top 5 Holdings
Power Finance Corporation Ltd · 6.70%
IDFC First Bank Ltd · 6.70%
Union Bank of India · 6.70%
Indian Bank · 6.70%
Central Bank of India · 6.70%
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
Financial Services · 73.20%
Power · 13.40%
Capital Goods · 6.70%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%