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Prabhudas Lilladher - Elevate vs Prime Vision Balanced

Prabhudas Lilladher - Elevate

Prime Vision Balanced

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Growth of ₹1 Crore

Prabhudas Lilladher - Elevate

Prime Vision Balanced

Return for the risk

1 yr return

10%

15%

20%

25%

30%

35%

Nifty 500 · 3.6%

Prabhudas Lilladher - Elevate

30.5% • vol 21.5%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

18.21%

1.47%

6 Months

19.98%

1.43%

1 Year

30.53%

—

3 Years

—

5 Years

—

Since Inception

18.35%

3.41%

Fund Age

2 yrs 8 mo

8 mo

AUM

—

₹1.87 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 6% · M 16% · S 54%

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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

0.80% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

1% / 0.5% / –

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