Compare Schemes

Prabhudas Lilladher - Trinity vs Vallum Multi Activa Strategy

Prabhudas Lilladher - Trinity

Vallum Multi Activa Strategy

Add Scheme

Growth of ₹1 Crore

Prabhudas Lilladher - Trinity

Vallum Multi Activa Strategy

Return for the risk

1 yr return

25%

30%

35%

Vallum Multi Activa Strategy

28.3% • vol 13.8%

10%

20%

Volatility • 1 yr deviation

1 Month

10.07%

1.82%

6 Months

—

3.61%

1 Year

—

28.29%

3 Years

—

5 Years

—

Since Inception

10.03%

23.99%

Fund Age

1 mo

19 mo

AUM

—

₹14.97 Cr

Alpha – 1 Year

—

20.75%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

13.84%

Volatility – 3 Years

—

Beta – 1 Year

—

0.77

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

1.50

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−7.02%

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%

—

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

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

—

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.