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PGIM India Equity Growth Opportunities Fund - Series II vs Vedartha Equity Opportunities Fund

PGIM India Equity Growth Opportunities Fund - Series II

Vedartha Equity Opportunities Fund

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Growth of ₹1 Crore

PGIM India Equity Growth Opportunities Fund - Series II

Vedartha Equity Opportunities Fund

Return for the risk

1 yr return

-10%

-5%

10%

NIFTY Smallcap 250 Index · 5.7%

PGIM India Equity Growth Opportunities Fund - Series II

-6.4% • vol 30.5%

Vedartha Equity Opportunities Fund

2.6% • vol 15.1%

10%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

0.60%

−0.10%

6 Months

15.92%

—

1 Year

−6.36%

2.64%

3 Years

—

5 Years

—

Since Inception

−4.92%

4.39%

Fund Age

2 yrs

15 mo

AUM

₹334 Cr

₹449 Cr

Alpha – 1 Year

−12.07%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

30.54%

—

Volatility – 3 Years

—

Beta – 1 Year

1.29

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.13

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 55% · M 5% · S 32%

Number of Stocks

—

Portfolio P/E

—

16.00

Top 5 Holdings

—

InterGlobe Aviation Limited · 9.53%

Larsen & Toubro Limited · 8.72%

HDFC Bank Limited · 8.71%

Infosys Limited · 7.74%

Wipro Limited · 6.88%

Top Sectors

—

Financial Services · 21.85%

Information Technology · 19.91%

Consumer Discretionary · 14.42%

Fixed Fee

2.50% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

—

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