Portfolio Management Services (PMS)Compare Schemes
PGIM India - Core Equity Portfolio vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
PGIM India - Core Equity Portfolio
Sowilo Multicap Fund
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%
3.12%
6 Months
7.35%
20.18%
1 Year
9.59%
17.30%
3 Years
7.90%
18.32%
5 Years
12.07%
—
Since Inception
14.25%
21.17%
Fund Age
13 yrs 1 mo
3 yrs 2 mo
AUM
₹106.28 Cr
₹171.55 Cr
Alpha – 1 Year
9.94%
12.58%
Alpha – 3 Years
−1.10%
6.23%
Information Ratio – 3 Years
-0.12
0.82
Volatility – 1 Year
15.58%
24.39%
Volatility – 3 Years
14.39%
21.61%
Beta – 1 Year
0.83
1.30
Beta – 3 Years
0.84
1.25
Sharpe Ratio – 1 Year
0.33
0.55
Sharpe Ratio – 3 Years
0.24
0.70
Worst Rolling Year
-8.02%
18.30%
Value at Worst Rolling Year
₹0.92 Cr
₹1.18 Cr
Deepest Drawdown
−19.54%
−26.88%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
93.28%
100.00%
Median Rolling Year
11.54%
19.41%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 39% · M 40% · S 18%
L 4% · M 4% · S 88%
Number of Stocks
25
82
Portfolio P/E
34.00
—
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%