Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs PGIM India - Phoenix Portfolio
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
PGIM India - Phoenix Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.92%
3.66%
6 Months
32.15%
18.51%
1 Year
16.77%
2.32%
3 Years
19.00%
8.56%
5 Years
20.10%
13.23%
Since Inception
27.01%
12.52%
Fund Age
6 yrs 10 mo
10 yrs
AUM
₹247.64 Cr
₹60.22 Cr
Alpha – 1 Year
13.79%
2.67%
Alpha – 3 Years
7.10%
−0.44%
Information Ratio – 3 Years
0.30
-0.03
Volatility – 1 Year
39.13%
27.56%
Volatility – 3 Years
29.47%
21.93%
Beta – 1 Year
1.87
1.33
Beta – 3 Years
1.36
1.17
Sharpe Ratio – 1 Year
0.42
0.01
Sharpe Ratio – 3 Years
0.55
0.24
Worst Rolling Year
15.03%
-13.90%
Value at Worst Rolling Year
₹1.15 Cr
₹0.86 Cr
Deepest Drawdown
−35.86%
−31.68%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.20%
Median Rolling Year
31.90%
15.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 80%
M 3% · S 93%
Number of Stocks
42
26
Portfolio P/E
42.30
25.30
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%
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
—
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
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%