PMS · Debt · Debt
Profusion - Income Enhancer
Fund size₹6 Cr
Alpha (3Y)2.69%
3Y return8.95%
Fund age4 yrs 4 mo
Fund Manager
Growth of₹Cr
Profusion Income Enhancer
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Profusion Income Enhancer | — | 5.30% | 6.88% | 8.95% | — | 8.79% |
| Nifty 500 | −8.38% | 6.94% | 8.10% | 7.97% | — | 6.19% |
| Excess over benchmark | — | −1.64% | −1.22% | 0.98% | — | 2.60% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 30 Sep 2025.
Risk : What you take on to earn the return
Volatility
2.06%
Benchmark approx 2.06%
A standard deviation reflecting historical swings.
Sensitivity
0.10
Beta vs benchmark 1.00 · 90% less reactive
How strongly the scheme moves with the index.
Risk-reward
1.41
Sharpe
Excess return gained per unit of volatility.
Capture ratio
84 / -150
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 −81.36% from its 08 Dec 2024 peak to a 09 Dec 2024 trough. It has not yet recovered.
Max drawdowns
−81.36%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 08 Dec 2024 | 09 Dec 2024 | −81.36% | 1 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak08 Dec 2024
Trough09 Dec 2024
Depth−81.36%
Fell over1 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 30 Sep 2025
Portfolio Details : Where the money actually sits
Asset class
Debt
Top 1 holdings
Orient Cement Ltd0.20%
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 12.50% gross return.
FixedPlan A · SimpleFixed Management Fee2.00% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee1.00% / yr
Performance Fee20% of profit
Hurdle RateAbove 8%
No exit load. Lock-in: Nil.
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