Portfolio Management Services (PMS)Compare Schemes
PGIM India - Core Equity Portfolio vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
PGIM India - Core Equity Portfolio
Roha Asset Managers - Emerging Champion
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.80%
0.18%
6 Months
7.35%
10.94%
1 Year
9.59%
1.03%
3 Years
7.90%
11.45%
5 Years
12.07%
15.19%
Since Inception
14.25%
27.03%
Fund Age
13 yrs 1 mo
5 yrs 11 mo
AUM
₹106.28 Cr
₹298.71 Cr
Alpha – 1 Year
9.94%
−3.69%
Alpha – 3 Years
−1.10%
−0.64%
Information Ratio – 3 Years
-0.12
-0.04
Volatility – 1 Year
15.58%
27.68%
Volatility – 3 Years
14.39%
23.40%
Beta – 1 Year
0.83
1.45
Beta – 3 Years
0.84
1.22
Sharpe Ratio – 1 Year
0.33
-0.03
Sharpe Ratio – 3 Years
0.24
0.35
Worst Rolling Year
-8.02%
—
Value at Worst Rolling Year
₹0.92 Cr
—
Deepest Drawdown
−19.54%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
93.28%
—
Median Rolling Year
11.54%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 39% · M 40% · S 18%
L 2% · M 2% · S 86%
Number of Stocks
25
36
Portfolio P/E
34.00
23.57
Top 5 Holdings
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%