Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs PGIM India - Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
PGIM India - Core Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.8%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.76%
3.80%
6 Months
25.00%
7.35%
1 Year
17.14%
9.59%
3 Years
16.20%
7.90%
5 Years
15.34%
12.07%
Since Inception
19.60%
14.25%
Fund Age
7 yrs 3 mo
13 yrs 1 mo
AUM
₹127.23 Cr
₹106.28 Cr
Alpha – 1 Year
12.42%
9.94%
Alpha – 3 Years
4.43%
−1.10%
Information Ratio – 3 Years
0.38
-0.12
Volatility – 1 Year
23.12%
15.58%
Volatility – 3 Years
20.20%
14.39%
Beta – 1 Year
1.18
0.83
Beta – 3 Years
1.05
0.84
Sharpe Ratio – 1 Year
0.56
0.33
Sharpe Ratio – 3 Years
0.61
0.24
Worst Rolling Year
13.55%
-8.02%
Value at Worst Rolling Year
₹1.14 Cr
₹0.92 Cr
Deepest Drawdown
−26.74%
−19.54%
Recovery Period
143 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.28%
Median Rolling Year
20.50%
11.54%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 19% · S 50%
L 39% · M 40% · S 18%
Number of Stocks
101
25
Portfolio P/E
52.20
34.00
Top 5 Holdings
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
360 ONE WAM Ltd · 5.28%
Shriram Finance Ltd · 5.26%
Axis Bank Ltd · 4.84%
Cash & Cash Equivalent · 4.79%
Persistent Systems Ltd · 4.60%
Top Sectors
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%