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 | -0.67% | -3.53% | 2.67% | 15.45% | 15.20% | 10.40% | 9.63% | ||
| Crisil Moderate Hybrid Index | 0.10% | -4.40% | 7.90% | 27.00% | 20.00% | 16.80% | 19.60% | 14.00% | - |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 36.54 |
| Mid Cap | 31.33 |
| Small Cap | 5.23 |
| Cash | 0.61 |
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 30 Nov 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
