Portfolio Management Services (PMS)Compare Schemes
PGIM India - Core Equity Portfolio vs Tradeswift - Sparkling Gems
Add SchemeGrowth of ₹1 Crore
PGIM India - Core Equity Portfolio
Tradeswift - Sparkling Gems
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.80%
−0.05%
6 Months
7.35%
23.02%
1 Year
9.59%
—
3 Years
7.90%
—
5 Years
12.07%
—
Since Inception
14.25%
13.86%
Fund Age
13 yrs 1 mo
10 mo
AUM
₹106.28 Cr
₹13.6 Cr
Alpha – 1 Year
9.94%
—
Alpha – 3 Years
−1.10%
—
Information Ratio – 3 Years
-0.12
—
Volatility – 1 Year
15.58%
—
Volatility – 3 Years
14.39%
—
Beta – 1 Year
0.83
—
Beta – 3 Years
0.84
—
Sharpe Ratio – 1 Year
0.33
—
Sharpe Ratio – 3 Years
0.24
—
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%
S 97%
Number of Stocks
25
29
Portfolio P/E
34.00
26.06
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%
Goldiam International Ltd · 7.05%
Grindwell Norton Ltd · 4.59%
RPG Life Sciences Ltd · 4.39%
Action Construction Equipment Ltd · 4.38%
Enviro Infra Engineers Ltd · 4.35%
Top Sectors
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
Capital Goods · 20.02%
Consumer Durables · 11.07%
Financial Services · 10.96%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1.5% / 1%