Portfolio Management Services (PMS)Compare Schemes
PGIM India - Core Equity Portfolio vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
PGIM India - Core Equity Portfolio
Wave-Bloom
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%
−0.67%
6 Months
7.35%
−7.55%
1 Year
9.59%
0.34%
3 Years
7.90%
—
5 Years
12.07%
—
Since Inception
14.25%
12.70%
Fund Age
13 yrs 1 mo
2 yrs 3 mo
AUM
₹106.28 Cr
₹7.52 Cr
Alpha – 1 Year
9.94%
−2.64%
Alpha – 3 Years
−1.10%
—
Information Ratio – 3 Years
-0.12
—
Volatility – 1 Year
15.58%
8.98%
Volatility – 3 Years
14.39%
—
Beta – 1 Year
0.83
0.39
Beta – 3 Years
0.84
—
Sharpe Ratio – 1 Year
0.33
-0.50
Sharpe Ratio – 3 Years
0.24
—
Worst Rolling Year
-8.02%
—
Value at Worst Rolling Year
₹0.92 Cr
—
Deepest Drawdown
−19.54%
−10.25%
Recovery Period
Not yet recovered
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%
L 71% · M 18% · S 10%
Number of Stocks
25
10
Portfolio P/E
34.00
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
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%
—