PMS · Equity · Large & Mid Cap
Ladderup-Proud PMS
Fund size₹101 Cr
Alpha (3Y)−4.81%
3Y return6.36%
Fund age3 yrs 3 mo
Fund Manager
Growth of₹Cr
Ladderup Proud PMS
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince 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%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
16.81%
Benchmark approx 14.75%
A standard deviation reflecting historical swings.
Sensitivity
1.00
Beta vs benchmark 1.00
How strongly the scheme moves with the index.
Risk-reward
0.15
Sharpe
Excess return gained per unit of volatility.
Capture ratio
83 / 103
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −25.09% from its 23 Sep 2024 peak to a 30 Mar 2026 trough. It has not yet recovered.
Max drawdowns
−25.09%
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme23 Sep 202430 Mar 2026−25.09%553 days––
Benchmark30 Aug 202428 Feb 2025−18.59%182 days––
Scheme
Peak23 Sep 2024
Trough30 Mar 2026
Depth−25.09%
Fell over553 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 14.67% gross return.
FixedPlan A · Simple
Fixed Management Fee2.00% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upside
Fixed Management Fee1.00% / yr
Performance Fee15% of profit
Hurdle RateAbove 8%
No exit load. Lock-in: Nil.
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