Portfolio Management Services (PMS)Compare Schemes
PGIM India Equity Portfolio vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
PGIM India Equity Portfolio
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
14.84%
8.08%
1 Year
−4.03%
10.16%
3 Years
5.65%
15.60%
5 Years
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—
Since Inception
11.22%
19.84%
Fund Age
3 yrs 7 mo
6 yrs 11 mo
AUM
₹83.14 Cr
₹3.18 Cr
Alpha – 1 Year
−3.68%
7.18%
Alpha – 3 Years
−3.35%
3.72%
Information Ratio – 3 Years
-0.26
0.60
Volatility – 1 Year
22.60%
19.93%
Volatility – 3 Years
18.97%
18.09%
Beta – 1 Year
1.04
1.12
Beta – 3 Years
1.04
1.14
Sharpe Ratio – 1 Year
-0.31
0.31
Sharpe Ratio – 3 Years
0.11
0.60
Worst Rolling Year
4.98%
14.68%
Value at Worst Rolling Year
₹1.05 Cr
₹1.15 Cr
Deepest Drawdown
−33.20%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.75%
16.30%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 9% · M 28% · S 60%
L 31% · M 55% · S 12%
Number of Stocks
27
29
Portfolio P/E
28.70
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –