Prabhudas Lilladher Rising Star PMS

Key Portfolio Attributes

Inception Date: 20th July, 2017, But completely restructured in January 2021

Number of Stocks: 16-20

Portfolio Manager's Name: Mr. Siddharth Vora

Portfolio Manager's Experience: Joined PL in 2016. At PL, he is the Fund Manager - PMS & Head - Quant Investment Strategies.

Portfolio Manager's Qualification: CA, CFA Charter Holder. Masters of Science Degree in Management for Business Excellence with a double diploma in World Politics from University of Warwick, United Kingdom. He is a SEBI registered Research Analyst and Investment Advisor.

Investment Objective

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.

Portfolio Strategy

The strategy adopts valuation investing. Investment is done in companies broadly in mid-cap and small-cap space. The portfolio will aim to identify companies that are likely to have superior earnings growth improvement in return ratios and strong market position availed at reasonable valuation.

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 Strategy2.70%3.20%17.20%27%14.70%---10.30%
Crisil Moderate Hybrid Index2.20%4.20%15.10%23%13.20%0--12.50%

Portfolio Holdings

Holding %
Equity_Nippon India_Nifty 50 Bees ETF_Large Cap 48.13
Equity_Nippon India_Nifty Midcap 150 ETF_Midcap 32.61
Equity_Nippon India_Small Cap Fund Direct-Growth_Smallcap 8.53
Debt_ICICI Prudential_All Seasons Bond Fund Direct-Growth_Bonds 4.94
Gold_Nippon India_Gold Bees ETF 4.18

Sector Allocation

Holding %
Electricals 7.30
Information Technology 8.24
Pharmaceuticals 9.09
BFSI 11.78
Chemicals 20.57

Market Cap Allocation

Allocations %
Large Cap
Mid Cap
Small Cap

Do Not Simply Invest, Make Informed Decisions


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#Returns as of 30 Apr 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.

Do Not Simply Invest, Make Informed Decisions

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