Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs PGIM India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
PGIM India Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.92%
3.44%
6 Months
32.15%
14.84%
1 Year
16.77%
−4.03%
3 Years
19.00%
5.65%
5 Years
20.10%
—
Since Inception
27.01%
11.22%
Fund Age
6 yrs 10 mo
3 yrs 7 mo
AUM
₹247.64 Cr
₹83.14 Cr
Alpha – 1 Year
13.79%
−3.68%
Alpha – 3 Years
7.10%
−3.35%
Information Ratio – 3 Years
0.30
-0.26
Volatility – 1 Year
39.13%
22.60%
Volatility – 3 Years
29.47%
18.97%
Beta – 1 Year
1.87
1.04
Beta – 3 Years
1.36
1.04
Sharpe Ratio – 1 Year
0.42
-0.31
Sharpe Ratio – 3 Years
0.55
0.11
Worst Rolling Year
15.03%
4.98%
Value at Worst Rolling Year
₹1.15 Cr
₹1.05 Cr
Deepest Drawdown
−35.86%
−33.20%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
7.75%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 80%
L 9% · M 28% · S 60%
Number of Stocks
42
27
Portfolio P/E
42.30
28.70
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
Cash & Cash Equivalent · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
Top Sectors
—
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%