Portfolio Management Services (PMS)Compare Schemes
Prabhudas Lilladher - Multi Asset Dynamic Portfolio vs Unifi Insider Shadow*
Add SchemeGrowth of ₹1 Crore
Prabhudas Lilladher - Multi Asset Dynamic Portfolio
Unifi Insider Shadow*
Return for the risk
3 yrs return
10%
15%
20%
Nifty 500 · 13.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.56%
4.21%
6 Months
13.29%
10.07%
1 Year
22.10%
9.44%
3 Years
16.73%
8.18%
5 Years
—
8.16%
Since Inception
10.99%
14.06%
Fund Age
4 yrs 7 mo
16 yrs 4 mo
AUM
—
₹85.99 Cr
Alpha – 1 Year
12.64%
4.72%
Alpha – 3 Years
3.66%
−3.91%
Information Ratio – 3 Years
0.36
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Volatility – 1 Year
7.16%
17.03%
Volatility – 3 Years
7.82%
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Beta – 1 Year
0.41
0.92
Beta – 3 Years
0.88
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Sharpe Ratio – 1 Year
2.07
0.30
Sharpe Ratio – 3 Years
1.32
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Worst Rolling Year
7.73%
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Value at Worst Rolling Year
₹1.08 Cr
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Deepest Drawdown
−13.81%
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Recovery Period
101 days
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1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
12.06%
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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
—
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Top 5 Holdings
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Top Sectors
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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