Portfolio Management Services (PMS)Compare Schemes
PGIM India Equity Portfolio vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
PGIM India Equity Portfolio
Right Horizons - Alliance
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.44%
1.80%
6 Months
14.84%
2.80%
1 Year
−4.03%
4.89%
3 Years
5.65%
12.23%
5 Years
—
10.64%
Since Inception
11.22%
8.93%
Fund Age
3 yrs 7 mo
12 yrs
AUM
₹83.14 Cr
₹134.76 Cr
Alpha – 1 Year
−3.68%
−1.08%
Alpha – 3 Years
−3.35%
1.34%
Information Ratio – 3 Years
-0.26
0.07
Volatility – 1 Year
22.60%
10.79%
Volatility – 3 Years
18.97%
9.62%
Beta – 1 Year
1.04
1.04
Beta – 3 Years
1.04
1.10
Sharpe Ratio – 1 Year
-0.31
-0.01
Sharpe Ratio – 3 Years
0.11
0.69
Worst Rolling Year
4.98%
0.05%
Value at Worst Rolling Year
₹1.05 Cr
₹1.00 Cr
Deepest Drawdown
−33.20%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
7.75%
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 28% · S 60%
L 50% · M 11% · S 8%
Number of Stocks
27
33
Portfolio P/E
28.70
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –