Portfolio Management Services (PMS)Compare Schemes
PGIM India - Core Equity Portfolio vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
PGIM India - Core Equity Portfolio
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
7.35%
31.10%
1 Year
9.59%
52.47%
3 Years
7.90%
17.74%
5 Years
12.07%
16.38%
Since Inception
14.25%
15.58%
Fund Age
13 yrs 1 mo
16 yrs 9 mo
AUM
₹106.28 Cr
₹132.42 Cr
Alpha – 1 Year
9.94%
47.75%
Alpha – 3 Years
−1.10%
5.65%
Information Ratio – 3 Years
-0.12
0.46
Volatility – 1 Year
15.58%
26.74%
Volatility – 3 Years
14.39%
21.32%
Beta – 1 Year
0.83
1.30
Beta – 3 Years
0.84
0.97
Sharpe Ratio – 1 Year
0.33
1.52
Sharpe Ratio – 3 Years
0.24
0.68
Worst Rolling Year
-8.02%
-15.93%
Value at Worst Rolling Year
₹0.92 Cr
₹0.84 Cr
Deepest Drawdown
−19.54%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
93.28%
89.14%
Median Rolling Year
11.54%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 39% · M 40% · S 18%
M 9% · S 83%
Number of Stocks
25
26
Portfolio P/E
34.00
31.63
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 · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%