Portfolio Management Services (PMS)Compare Schemes
PGIM India Equity Portfolio vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
PGIM India Equity Portfolio
Renaissance - Indianext Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.44%
2.69%
6 Months
14.84%
5.24%
1 Year
−4.03%
2.85%
3 Years
5.65%
13.52%
5 Years
—
17.79%
Since Inception
11.22%
13.89%
Fund Age
3 yrs 7 mo
8 yrs 4 mo
AUM
₹83.14 Cr
₹921.15 Cr
Alpha – 1 Year
−3.68%
−1.87%
Alpha – 3 Years
−3.35%
1.43%
Information Ratio – 3 Years
-0.26
0.23
Volatility – 1 Year
22.60%
18.02%
Volatility – 3 Years
18.97%
16.70%
Beta – 1 Year
1.04
0.99
Beta – 3 Years
1.04
0.99
Sharpe Ratio – 1 Year
-0.31
-0.03
Sharpe Ratio – 3 Years
0.11
0.54
Worst Rolling Year
4.98%
-0.29%
Value at Worst Rolling Year
₹1.05 Cr
₹1.00 Cr
Deepest Drawdown
−33.20%
−22.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.64%
Median Rolling Year
7.75%
23.46%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 28% · S 60%
L 34% · M 28% · S 35%
Number of Stocks
27
35
Portfolio P/E
28.70
24.73
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%
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
Top Sectors
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 1% / 0%