Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs PGIM India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
3.44%
6 Months
24.60%
14.84%
1 Year
7.56%
−4.03%
3 Years
20.98%
5.65%
5 Years
—
—
Since Inception
24.10%
11.22%
Fund Age
4 yrs 4 mo
3 yrs 7 mo
AUM
₹3.89 Cr
₹83.14 Cr
Alpha – 1 Year
4.58%
−3.68%
Alpha – 3 Years
9.08%
−3.35%
Information Ratio – 3 Years
0.07
-0.26
Volatility – 1 Year
32.74%
22.60%
Volatility – 3 Years
27.24%
18.97%
Beta – 1 Year
1.49
1.04
Beta – 3 Years
1.30
1.04
Sharpe Ratio – 1 Year
0.20
-0.31
Sharpe Ratio – 3 Years
0.49
0.11
Worst Rolling Year
17.91%
4.98%
Value at Worst Rolling Year
₹1.18 Cr
₹1.05 Cr
Deepest Drawdown
−34.40%
−33.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
7.75%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 9% · M 28% · S 60%
Number of Stocks
27
27
Portfolio P/E
52.77
28.70
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%