Portfolio Management Services (PMS)Compare Schemes
Prabhudas Lilladher - Elevate vs QED Capital - Alphabets
Add SchemeGrowth of ₹1 Crore
Prabhudas Lilladher - Elevate
QED Capital - Alphabets
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
18.21%
4.25%
6 Months
19.98%
7.44%
1 Year
30.53%
14.27%
3 Years
—
13.32%
5 Years
—
10.94%
Since Inception
18.35%
15.43%
Fund Age
2 yrs 8 mo
5 yrs 4 mo
AUM
—
₹21.45 Cr
Alpha – 1 Year
26.89%
9.55%
Alpha – 3 Years
—
1.23%
Information Ratio – 3 Years
—
0.37
Volatility – 1 Year
21.52%
12.68%
Volatility – 3 Years
—
17.36%
Beta – 1 Year
0.71
0.58
Beta – 3 Years
—
0.73
Sharpe Ratio – 1 Year
1.10
0.70
Sharpe Ratio – 3 Years
—
0.70
Worst Rolling Year
—
12.64%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−15.37%
−26.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 6% · M 16% · S 54%
L 7% · M 28% · S 62%
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%
Syrma SGS Technology Ltd · 6.39%
Apar Industries Ltd · 5.62%
Karur Vysya Bank Ltd · 5.55%
Federal Bank Ltd · 5.48%
Cummins India Ltd · 5.31%
Top Sectors
—
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%