Portfolio Management Services (PMS)Compare Schemes
Prabhudas Lilladher - Elevate vs Wallfort-Avenue Fund
Add SchemeGrowth of ₹1 Crore
Prabhudas Lilladher - Elevate
Wallfort-Avenue Fund
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
18.21%
3.79%
6 Months
19.98%
18.76%
1 Year
30.53%
31.67%
3 Years
—
24.57%
5 Years
—
—
Since Inception
18.35%
26.31%
Fund Age
2 yrs 8 mo
2 yrs 4 mo
AUM
—
₹160.31 Cr
Alpha – 1 Year
26.89%
26.95%
Alpha – 3 Years
—
12.48%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.52%
17.93%
Volatility – 3 Years
—
20.59%
Beta – 1 Year
0.71
0.80
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.10
1.34
Sharpe Ratio – 3 Years
—
1.78
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.37%
−12.22%
Recovery Period
Not yet recovered
69 days
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%
Cash & Cash Equivalent · 29.14%
Indian Metals & Ferro Alloys Ltd · 23.29%
Eimco Elecon (India) Ltd · 9.14%
Archean Chemical Industries Ltd · 4.95%
J Kumar Infraprojects Ltd · 4.41%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%