Portfolio Management Services (PMS)Compare Schemes
PGIM India Equity Portfolio vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
PGIM India Equity Portfolio
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
14.84%
2.17%
1 Year
−4.03%
7.07%
3 Years
5.65%
15.12%
5 Years
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—
Since Inception
11.22%
19.80%
Fund Age
3 yrs 7 mo
7 yrs 3 mo
AUM
₹83.14 Cr
₹7.19 Cr
Alpha – 1 Year
−3.68%
7.50%
Alpha – 3 Years
−3.35%
6.56%
Information Ratio – 3 Years
-0.26
1.22
Volatility – 1 Year
22.60%
19.38%
Volatility – 3 Years
18.97%
16.31%
Beta – 1 Year
1.04
1.18
Beta – 3 Years
1.04
1.13
Sharpe Ratio – 1 Year
-0.31
0.17
Sharpe Ratio – 3 Years
0.11
0.62
Worst Rolling Year
4.98%
14.31%
Value at Worst Rolling Year
₹1.05 Cr
₹1.14 Cr
Deepest Drawdown
−33.20%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.75%
16.29%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 9% · M 28% · S 60%
L 73% · M 25%
Number of Stocks
27
100
Portfolio P/E
28.70
27.01
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%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / –