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Prabhudas Lilladher - Elevate vs Prudent Equity Growth Strategy

Prabhudas Lilladher - Elevate

Prudent Equity Growth Strategy

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Growth of ₹1 Crore

Prabhudas Lilladher - Elevate

Prudent Equity Growth Strategy

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%

Prudent Equity Growth Strategy

3.9% • vol 22%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

18.21%

−2.67%

6 Months

19.98%

4.01%

1 Year

30.53%

3.88%

3 Years

—

5 Years

—

Since Inception

18.35%

−1.21%

Fund Age

2 yrs 8 mo

2 yrs 1 mo

AUM

—

₹29.71 Cr

Alpha – 1 Year

26.89%

−0.84%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

21.52%

22.02%

Volatility – 3 Years

—

Beta – 1 Year

0.71

1.16

Beta – 3 Years

—

Sharpe Ratio – 1 Year

1.10

0.03

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−15.37%

−15.04%

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%

M 9% · S 73%

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

1.00% / yr

Performance Fee / Plan

Fixed Plan

15% of profit

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

3% / 0% / 0%

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