PMS · Equity · Multi Cap
Prudent Equity Growth Strategy
Fund size₹30 Cr
IRRSince inception-1.21%
1Y return3.88%
Fund age2 yrs 1 mo
Fund Manager
Growth of₹Cr
Prudent Equity Growth
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Prudent Equity Growth | 1.18% | 3.88% | −2.39% | — | — | −1.21% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | — | — | 2.03% |
| Excess over benchmark | 2.20% | −0.84% | −2.28% | — | — | −3.24% |
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
22.02%
Benchmark approx 15.88%
A standard deviation reflecting historical swings.
Sensitivity
1.16
Beta vs benchmark 1.00 · 16% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.03
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −15.04%, and recovered on 30 Jun 2026.
Max drawdowns
−15.04%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −15.04% | – | 30 Jun 2026 | – |
| Benchmark | 01 Sep 2025 | 30 Mar 2026 | −14.69% | 210 days | – | – |
Scheme
Peak–
Trough–
Depth−15.04%
Fell over–
Recovered30 Jun 2026
Recovery took–
Benchmark
Peak01 Sep 2025
Trough30 Mar 2026
Depth−14.69%
Fell over210 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 1Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Asset class
Equity
Market cap
Large cap
Mid cap9.00%
Small cap73.00%
Cash & others
Fees
VariablePlan A · Shared upsideFixed Management Fee1.00% / yr
Performance Fee15% of profit
Hurdle RateNot applicable
Exit load 3.00% within 1 year, nil after 2 years. Lock-in: Nil.
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