Portfolio Management Services (PMS)Compare Schemes
Prabhudas Lilladher - Multi Asset Dynamic Portfolio vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Prabhudas Lilladher - Multi Asset Dynamic Portfolio
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 13.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.56%
1.47%
6 Months
13.29%
5.42%
1 Year
22.10%
9.64%
3 Years
16.73%
10.36%
5 Years
—
7.75%
Since Inception
10.99%
11.08%
Fund Age
4 yrs 7 mo
9 yrs 11 mo
AUM
—
₹66.05 Cr
Alpha – 1 Year
12.64%
9.99%
Alpha – 3 Years
3.66%
1.36%
Information Ratio – 3 Years
0.36
0.51
Volatility – 1 Year
7.16%
17.05%
Volatility – 3 Years
7.82%
14.23%
Beta – 1 Year
0.41
1.05
Beta – 3 Years
0.88
1.00
Sharpe Ratio – 1 Year
2.07
0.31
Sharpe Ratio – 3 Years
1.32
0.40
Worst Rolling Year
7.73%
0.57%
Value at Worst Rolling Year
₹1.08 Cr
₹1.01 Cr
Deepest Drawdown
−13.81%
−17.08%
Recovery Period
101 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
12.06%
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 84% · M 12%
Number of Stocks
—
23
Portfolio P/E
—
—
Top 5 Holdings
—
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
—
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—