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Prabhudas Lilladher - Multi Asset Dynamic Portfolio vs Right Horizons - Alphabots Midcap 29
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Prabhudas Lilladher - Multi Asset Dynamic Portfolio
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
10%
15%
20%
Nifty 500 · 13.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.56%
3.12%
6 Months
13.29%
8.08%
1 Year
22.10%
10.16%
3 Years
16.73%
15.60%
5 Years
—
—
Since Inception
10.99%
19.84%
Fund Age
4 yrs 7 mo
6 yrs 11 mo
AUM
—
₹3.18 Cr
Alpha – 1 Year
12.64%
7.18%
Alpha – 3 Years
3.66%
3.72%
Information Ratio – 3 Years
0.36
0.60
Volatility – 1 Year
7.16%
19.93%
Volatility – 3 Years
7.82%
18.09%
Beta – 1 Year
0.41
1.12
Beta – 3 Years
0.88
1.14
Sharpe Ratio – 1 Year
2.07
0.31
Sharpe Ratio – 3 Years
1.32
0.60
Worst Rolling Year
7.73%
14.68%
Value at Worst Rolling Year
₹1.08 Cr
₹1.15 Cr
Deepest Drawdown
−13.81%
−19.38%
Recovery Period
101 days
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.06%
16.30%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 31% · M 55% · S 12%
Number of Stocks
—
29
Portfolio P/E
—
38.53
Top 5 Holdings
—
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
—
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / –