PRABHUDAS LILLADHER Fortune

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Prabhudas Lilladher Fortune

Fund Snapshot

Year of Inception
Number of Stocks
Investment Horizon
Fund Managers

About Company – Mr. Prabhudas Lilladher Sheth established a stock brokerage firm in India in 1944 with the goal of becoming the country’s premier financial services provider. It’s been a long road since then. A successful path built on strong principles, unwavering commitment to quality, and an attitude of excellence. These foundational ideas, which are ingrained in our company culture, have led us to the peak we have reached today. PL has grown from a single brokerage firm to a one-stop-shop for all financial services for businesses throughout the years.

PL delivers a complete range of services through a team of devoted specialists and a countrywide distribution network of locations, franchisees, and associates.

Unique Feature

Long Term wealth creation strategy with focus on capital allocation and top management of companies

About Fund Managers

Mr Sandeep Jain took charge as Chief Portfolio Manager at Prabhudas Lilladher PMS in November 2020. He has more than 27 years of experience in wealth management. Before this position, he was the MD and CIO at IndiaNivesh Investment Managers.

Investment Philosophy

  • Long-term wealth creation opportunities are emphasised by the PRABHUDAS LILLADHER Fortune portfolio. This strategy allocates capital across a variety of businesses, including sectors with strong brand franchises.
  • This strategy seeks to acquire businesses in the early stages of growth or on the verge of a significant turnaround due to a favourable business environment.
  • Other characteristics PRABHUDAS LILLADHER Fortune considers before selecting a stock include management that adheres to high standards of corporate governance, businesses with strong growth opportunities, and clean balance sheets.
Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI

AQUA

AMC Name: Prabhudas Lilladher Pvt Ltd Inc Date: 12-Jun-23
Multi Cap
(PMS)
NA Strategy 14.8 20.4 0 0 0 0 0 0 38.2
BSE 500 TRI INDEX 7.1 6.2 0 0 0 0 0 0 13.6

Multi Asset Dynamic Portfolio

AMC Name: Prabhudas Lilladher Pvt Ltd Inc Date: 7-Jun-21
Multi Asset
(PMS)
NA Strategy 5.3 4.7 11 15 7.9 0 0 0 7.4
Nifty Multi Asset Index 4.1 4.3 9.2 10.1 9 0 0 0 10.1

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Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.