Portfolio Management Services (PMS)Compare Schemes
Prosperity - Discovery Fund vs Prudent Equity Growth Strategy
Add SchemeGrowth of ₹1 Crore
Prosperity - Discovery Fund
Prudent Equity Growth Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.17%
−2.67%
6 Months
20.15%
4.01%
1 Year
7.22%
3.88%
3 Years
9.88%
—
5 Years
10.18%
—
Since Inception
17.47%
−1.21%
Fund Age
5 yrs 8 mo
2 yrs 1 mo
AUM
₹112.12 Cr
₹29.71 Cr
Alpha – 1 Year
2.50%
−0.84%
Alpha – 3 Years
−2.21%
—
Information Ratio – 3 Years
-0.17
—
Volatility – 1 Year
30.34%
22.02%
Volatility – 3 Years
23.32%
—
Beta – 1 Year
1.54
1.16
Beta – 3 Years
1.29
—
Sharpe Ratio – 1 Year
0.19
0.03
Sharpe Ratio – 3 Years
0.29
—
Worst Rolling Year
8.52%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−32.53%
−15.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.20%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 39% · S 59%
M 9% · S 73%
Number of Stocks
28
—
Portfolio P/E
38.78
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 0% / 0%