Portfolio Management Services (PMS)Compare Schemes
Prabhudas Lilladher - Elevate vs Valcreate Recovery Strategy
Add SchemeGrowth of ₹1 Crore
Prabhudas Lilladher - Elevate
Valcreate Recovery Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 3.6%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
18.21%
8.44%
6 Months
19.98%
34.55%
1 Year
30.53%
23.09%
3 Years
—
—
5 Years
—
—
Since Inception
18.35%
20.88%
Fund Age
2 yrs 8 mo
14 mo
AUM
—
₹1.34 Cr
Alpha – 1 Year
26.89%
18.37%
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%
—
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
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%