Portfolio Management Services (PMS)Compare Schemes
PGIM India - Core Equity Portfolio vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
PGIM India - Core Equity Portfolio
Sundaram Alternate - SELF
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.80%
7.67%
6 Months
7.35%
27.70%
1 Year
9.59%
47.52%
3 Years
7.90%
23.98%
5 Years
12.07%
15.87%
Since Inception
14.25%
18.55%
Fund Age
13 yrs 1 mo
16 yrs 2 mo
AUM
₹106.28 Cr
₹1,022.92 Cr
Alpha – 1 Year
9.94%
42.80%
Alpha – 3 Years
−1.10%
11.89%
Information Ratio – 3 Years
-0.12
1.12
Volatility – 1 Year
15.58%
28.29%
Volatility – 3 Years
14.39%
20.76%
Beta – 1 Year
0.83
1.36
Beta – 3 Years
0.84
1.07
Sharpe Ratio – 1 Year
0.33
1.33
Sharpe Ratio – 3 Years
0.24
0.99
Worst Rolling Year
-8.02%
-4.58%
Value at Worst Rolling Year
₹0.92 Cr
₹0.95 Cr
Deepest Drawdown
−19.54%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
93.28%
97.86%
Median Rolling Year
11.54%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 39% · M 40% · S 18%
L 22% · M 32% · S 42%
Number of Stocks
25
26
Portfolio P/E
34.00
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%