Focus is on investing in rewarding yet challenging universe of companies broadly in mid-cap and small-cap space which have superior earnings growth potential with emphasis on good earnings quality available at reasonable valuations.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Prabhudas Liladher Multi Asset Dynamic Portfolio Strategy | -1.44% | -6.30% | -1.46% | 7.39% | 15.22% | 9.80% | - | - | 8.95% |
| Crisil Moderate Hybrid Index | -0.64% | -3.13% | 1.82% | 12.80% | 14.65% | 11.36% | - | - | 11.95% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | |
| Small Cap | |
| Cash |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31 Dec 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
