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Prabhudas Lilladher - Trinity vs Prudent Equity Growth Strategy

Prabhudas Lilladher - Trinity

Prudent Equity Growth Strategy

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Growth of ₹1 Crore

Prabhudas Lilladher - Trinity

Prudent Equity Growth Strategy

Return for the risk

1 yr return

10%

Prudent Equity Growth Strategy

3.9% • vol 22%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

10.07%

−2.67%

6 Months

—

4.01%

1 Year

—

3.88%

3 Years

—

5 Years

—

Since Inception

10.03%

−1.21%

Fund Age

1 mo

2 yrs 1 mo

AUM

—

₹29.71 Cr

Alpha – 1 Year

—

−0.84%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

22.02%

Volatility – 3 Years

—

Beta – 1 Year

—

1.16

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.03

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−15.04%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 33% · M 14% · S 52%

M 9% · S 73%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

Jayaswal Neco Industries Ltd · 7.16%

KIOCL Ltd · 6.81%

Hindustan Copper Ltd · 6.56%

IRM Energy Ltd · 5.73%

JSW Steel Ltd · 4.96%

—

Top Sectors

—

Fixed Fee

2.50% / yr

1.00% / yr

Performance Fee / Plan

Fixed Plan

15% of profit

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

3% / 0% / 0%

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