Portfolio Management Services (PMS)Compare Schemes
PGIM India - Core Equity Portfolio vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
PGIM India - Core Equity Portfolio
Samvitti-PMS Aggressive Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.80%
10.24%
6 Months
7.35%
31.65%
1 Year
9.59%
26.47%
3 Years
7.90%
18.72%
5 Years
12.07%
16.28%
Since Inception
14.25%
14.51%
Fund Age
13 yrs 1 mo
10 yrs 10 mo
AUM
₹106.28 Cr
₹423.36 Cr
Alpha – 1 Year
9.94%
21.75%
Alpha – 3 Years
−1.10%
6.63%
Information Ratio – 3 Years
-0.12
0.36
Volatility – 1 Year
15.58%
28.25%
Volatility – 3 Years
14.39%
24.90%
Beta – 1 Year
0.83
1.32
Beta – 3 Years
0.84
1.13
Sharpe Ratio – 1 Year
0.33
0.78
Sharpe Ratio – 3 Years
0.24
0.60
Worst Rolling Year
-8.02%
-5.98%
Value at Worst Rolling Year
₹0.92 Cr
₹0.94 Cr
Deepest Drawdown
−19.54%
−31.67%
Recovery Period
Not yet recovered
492 days
1-Year Rolling Windows Positive
93.28%
86.69%
Median Rolling Year
11.54%
14.66%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 39% · M 40% · S 18%
L 12% · M 6% · S 82%
Number of Stocks
25
62
Portfolio P/E
34.00
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%