Portfolio Management Services (PMS)Compare Schemes
PGIM India - Core Equity Portfolio vs Unifi Insider Shadow*
Add SchemeGrowth of ₹1 Crore
PGIM India - Core Equity Portfolio
Unifi Insider Shadow*
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%
4.21%
6 Months
7.35%
10.07%
1 Year
9.59%
9.44%
3 Years
7.90%
8.18%
5 Years
12.07%
8.16%
Since Inception
14.25%
14.06%
Fund Age
13 yrs 1 mo
16 yrs 4 mo
AUM
₹106.28 Cr
₹85.99 Cr
Alpha – 1 Year
9.94%
4.72%
Alpha – 3 Years
−1.10%
−3.91%
Information Ratio – 3 Years
-0.12
—
Volatility – 1 Year
15.58%
17.03%
Volatility – 3 Years
14.39%
—
Beta – 1 Year
0.83
0.92
Beta – 3 Years
0.84
—
Sharpe Ratio – 1 Year
0.33
0.30
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%
—
Number of Stocks
25
—
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%
—
Top Sectors
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—