| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Ladderup Proud PMS | −5.67% | −3.99% | −2.08% | 6.36% | — | 8.96% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.09% | — | 14.11% |
| Excess over benchmark | −4.65% | −8.71% | −1.97% | −5.73% | — | −5.15% |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 23 Sep 2024 | 30 Mar 2026 | −25.09% | 553 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |