Portfolio Management Services (PMS)Compare Schemes
Prabhudas Lilladher - Elevate vs Valtrust equity hybrid funds
Add SchemeGrowth of ₹1 Crore
Prabhudas Lilladher - Elevate
Valtrust equity hybrid funds
Return for the risk
3 yrs return
10%
15%
20%
25%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
18.21%
1.21%
6 Months
19.98%
−0.18%
1 Year
30.53%
13.93%
3 Years
—
17.19%
5 Years
—
—
Since Inception
18.35%
19.70%
Fund Age
2 yrs 8 mo
3 yrs 5 mo
AUM
—
₹1.75 Cr
Alpha – 1 Year
26.89%
9.34%
Alpha – 3 Years
—
7.74%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.52%
11.62%
Volatility – 3 Years
—
9.82%
Beta – 1 Year
0.71
0.83
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.10
0.73
Sharpe Ratio – 3 Years
—
1.14
Worst Rolling Year
—
16.78%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−15.37%
−9.12%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.03%
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
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%