Portfolio Management Services (PMS)Compare Schemes
PGIM India Equity Portfolio vs Prabhudas Lilladher - Elevate
Add SchemeGrowth of ₹1 Crore
PGIM India Equity Portfolio
Prabhudas Lilladher - Elevate
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.44%
18.21%
6 Months
14.84%
19.98%
1 Year
−4.03%
30.53%
3 Years
5.65%
—
5 Years
—
—
Since Inception
11.22%
18.35%
Fund Age
3 yrs 7 mo
2 yrs 8 mo
AUM
₹83.14 Cr
—
Alpha – 1 Year
−3.68%
26.89%
Alpha – 3 Years
−3.35%
—
Information Ratio – 3 Years
-0.26
—
Volatility – 1 Year
22.60%
21.52%
Volatility – 3 Years
18.97%
—
Beta – 1 Year
1.04
0.71
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
-0.31
1.10
Sharpe Ratio – 3 Years
0.11
—
Worst Rolling Year
4.98%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−33.20%
−15.37%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
7.75%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 28% · S 60%
L 6% · M 16% · S 54%
Number of Stocks
27
—
Portfolio P/E
28.70
—
Top 5 Holdings
Cash & Cash Equivalent · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
Hindustan Copper Ltd · 7.55%
Jayaswal Neco Industries Ltd · 6.33%
KIOCL Ltd · 5.78%
Borosil Renewables Ltd · 5.18%
Ram Ratna Wires Ltd · 5.13%
Top Sectors
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%