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Proud PMS
Proud PMS

Proud PMS

  • Ladderup Wealth Management Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 62
    Out of 235*
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Portfolio age2 years, 6 months
3.78%
4.27%
Hurdle Rate**8%
Fixed fee2.00%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Raghvendra Nath
  • Manager Rank Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUMUndisclosed
  • Highest Return In 1 Yr4.53%
Profile

Mr. Raghvendra Nath has more than three decades of capital markets and investment management experience. His ability to analyse trends and evaluate businesses has supported him to lead a few esteemed organisations in the industry.He has worked with Birla Sun Life Mutual Fund, one of the leading Mutual Fund companies in India. In his tenure he successfully created Asset Allocation strategies for various MF Schemes. He tracked macro-economic factors in India & globally to identify major trends & analyze the impact on fund performance as well as the overall business. His acumen in creating differentiated strategies to address investor needs contributed to the success of the firms he has been associated with.Prior to this he was the business head for Aditya Birla Money. He is a CFA, MBA and an Engineer by qualification and provides thought leadership to the business. He has an impeccable reputation in the Indian Markets and is a frequent face in the Indian Business media.

Other Schemes
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Compare
Proud PMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
122 Out of 251
Fixed Fee
2.00%
Scheme Return
3.78%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
Inception Date
May 12, 2023
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.00%
Variable Fee
1.00%
Hurdle Rate
8%
Profit Sharing
15% Profit Sharing above 8% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

We focus on Businesses that have the potential to become Multibaggers in long term because they pursue excellence in all facets of business and also scale up continuously by expanding market share and market size.

Investment Approach

We focus on identifying high quality companies that are leaders in their industry and continue to display sustainable growth potential across our selection framework, which helps us generate sustanined capital appreciation through superior returns generation.

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Proud PMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8%
Benchmark
S&P BSE 500 TRI
Category Rank
122 Out of 251
Fixed Fee
2.00%
Scheme Return
3.78%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Ladderup Wealth Management Pvt Ltd
Ladderup Wealth Management Pvt Ltd manages assets worth Rs 221.35 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

221.35 (As on Oct, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Proud PMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
122 Out of 251
Fixed Fee
2.00%
Scheme Return
3.78%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Proud PMS?
The hurdle rate of Proud PMS is 8%.
What is the fixed fee charged in Proud PMS ?
The fixed fee charged in Proud PMS is 2.00%.
What is the variable fee charged in Proud PMS ?
The variable fee charged in Proud PMS is 1.00%.
What is the profit sharing in Proud PMS ?
The profit sharing in Proud PMS is 15% Profit Sharing above 8% Hurdle.
What is the minimum investment in Proud PMS ?
The minimum investment in Proud PMS is ₹50 Lacs
What type of scheme is Proud PMS?
Proud PMS is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Proud PMS?
The inception date of Proud PMS is May 12, 2023.
What is the exit load of Proud PMS?
Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.

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