Compare Schemes

Omni Dynamic Allocator vs Prabhudas Lilladher - Elevate

Omni Dynamic Allocator

Prabhudas Lilladher - Elevate

Add Scheme

Growth of ₹1 Crore

Omni Dynamic Allocator

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

−1.08%

18.21%

6 Months

1.57%

19.98%

1 Year

—

30.53%

3 Years

—

5 Years

—

Since Inception

−0.82%

18.35%

Fund Age

8 mo

2 yrs 8 mo

AUM

₹0.53 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 28% · M 13% · S 34%

L 6% · M 16% · S 54%

Number of Stocks

—

Portfolio P/E

11.34

—

Top 5 Holdings

Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 8.33%

LIC MF Nifty 8-13 yr G-Sec ETF · 8.33%

BHARAT Bond ETF - April 2033 · 8.33%

Jindal Stainless Ltd · 2.59%

Bank of Baroda · 2.59%

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 · 43.41%

Government · 14.26%

Construction · 12.93%

—

Fixed Fee

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.