Portfolio Management Services (PMS)Compare Schemes
Prabhudas Lilladher - Multi Asset Dynamic Portfolio vs Sincere - Metamorphosis Fund
Add SchemeGrowth of ₹1 Crore
Prabhudas Lilladher - Multi Asset Dynamic Portfolio
Sincere - Metamorphosis Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 13.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.56%
7.54%
6 Months
13.29%
15.73%
1 Year
22.10%
16.44%
3 Years
16.73%
11.28%
5 Years
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—
Since Inception
10.99%
12.80%
Fund Age
4 yrs 7 mo
3 yrs 3 mo
AUM
—
₹337.26 Cr
Alpha – 1 Year
12.64%
11.72%
Alpha – 3 Years
3.66%
−0.81%
Information Ratio – 3 Years
0.36
-0.07
Volatility – 1 Year
7.16%
22.40%
Volatility – 3 Years
7.82%
20.08%
Beta – 1 Year
0.41
1.19
Beta – 3 Years
0.88
1.11
Sharpe Ratio – 1 Year
2.07
0.55
Sharpe Ratio – 3 Years
1.32
0.37
Worst Rolling Year
7.73%
9.11%
Value at Worst Rolling Year
₹1.08 Cr
₹1.09 Cr
Deepest Drawdown
−13.81%
−28.19%
Recovery Period
101 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.06%
10.48%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
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—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%