Portfolio Management Services (PMS)Compare Schemes
Prabhudas Lilladher - Multi Asset Dynamic Portfolio vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Prabhudas Lilladher - Multi Asset Dynamic Portfolio
Wave-Bloom
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%
−0.67%
6 Months
13.29%
−7.55%
1 Year
22.10%
0.34%
3 Years
16.73%
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5 Years
—
—
Since Inception
10.99%
12.70%
Fund Age
4 yrs 7 mo
2 yrs 3 mo
AUM
—
₹7.52 Cr
Alpha – 1 Year
12.64%
−2.64%
Alpha – 3 Years
3.66%
—
Information Ratio – 3 Years
0.36
—
Volatility – 1 Year
7.16%
8.98%
Volatility – 3 Years
7.82%
—
Beta – 1 Year
0.41
0.39
Beta – 3 Years
0.88
—
Sharpe Ratio – 1 Year
2.07
-0.50
Sharpe Ratio – 3 Years
1.32
—
Worst Rolling Year
7.73%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
−13.81%
−10.25%
Recovery Period
101 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.06%
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5-Year Rolling Windows Positive
—
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Market-Cap Mix
—
L 71% · M 18% · S 10%
Number of Stocks
—
10
Portfolio P/E
—
15.00
Top 5 Holdings
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Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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