Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs PGIM India - Phoenix Portfolio
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
PGIM India - Phoenix Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.76%
3.66%
6 Months
25.00%
18.51%
1 Year
17.14%
2.32%
3 Years
16.20%
8.56%
5 Years
15.34%
13.23%
Since Inception
19.60%
12.52%
Fund Age
7 yrs 3 mo
10 yrs
AUM
₹127.23 Cr
₹60.22 Cr
Alpha – 1 Year
12.42%
2.67%
Alpha – 3 Years
4.43%
−0.44%
Information Ratio – 3 Years
0.38
-0.03
Volatility – 1 Year
23.12%
27.56%
Volatility – 3 Years
20.20%
21.93%
Beta – 1 Year
1.18
1.33
Beta – 3 Years
1.05
1.17
Sharpe Ratio – 1 Year
0.56
0.01
Sharpe Ratio – 3 Years
0.61
0.24
Worst Rolling Year
13.55%
-13.90%
Value at Worst Rolling Year
₹1.14 Cr
₹0.86 Cr
Deepest Drawdown
−26.74%
−31.68%
Recovery Period
143 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.20%
Median Rolling Year
20.50%
15.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 19% · S 50%
M 3% · S 93%
Number of Stocks
101
26
Portfolio P/E
52.20
25.30
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%
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
Top Sectors
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
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%