Portfolio Management Services (PMS)Compare Schemes
PGIM India Equity Portfolio vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
PGIM India Equity Portfolio
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.44%
−0.04%
6 Months
14.84%
0.28%
1 Year
−4.03%
2.14%
3 Years
5.65%
10.02%
5 Years
—
13.15%
Since Inception
11.22%
11.46%
Fund Age
3 yrs 7 mo
8 yrs 7 mo
AUM
₹83.14 Cr
₹585.94 Cr
Alpha – 1 Year
−3.68%
2.49%
Alpha – 3 Years
−3.35%
1.02%
Information Ratio – 3 Years
-0.26
0.18
Volatility – 1 Year
22.60%
16.38%
Volatility – 3 Years
18.97%
14.42%
Beta – 1 Year
1.04
1.00
Beta – 3 Years
1.04
0.96
Sharpe Ratio – 1 Year
-0.31
-0.13
Sharpe Ratio – 3 Years
0.11
0.38
Worst Rolling Year
4.98%
3.37%
Value at Worst Rolling Year
₹1.05 Cr
₹1.03 Cr
Deepest Drawdown
−33.20%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.75%
18.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 28% · S 60%
L 65% · M 26% · S 8%
Number of Stocks
27
31
Portfolio P/E
28.70
22.71
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 · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
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%