Portfolio Management Services (PMS)Compare Schemes
PGIM India Equity Portfolio vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
PGIM India Equity Portfolio
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.44%
3.11%
6 Months
14.84%
4.12%
1 Year
−4.03%
−0.25%
3 Years
5.65%
10.95%
5 Years
—
10.56%
Since Inception
11.22%
10.62%
Fund Age
3 yrs 7 mo
13 yrs 8 mo
AUM
₹83.14 Cr
₹41.22 Cr
Alpha – 1 Year
−3.68%
0.18%
Alpha – 3 Years
−3.35%
2.39%
Information Ratio – 3 Years
-0.26
0.52
Volatility – 1 Year
22.60%
20.61%
Volatility – 3 Years
18.97%
17.57%
Beta – 1 Year
1.04
1.24
Beta – 3 Years
1.04
1.19
Sharpe Ratio – 1 Year
-0.31
-0.18
Sharpe Ratio – 3 Years
0.11
0.46
Worst Rolling Year
4.98%
-10.52%
Value at Worst Rolling Year
₹1.05 Cr
₹0.89 Cr
Deepest Drawdown
−33.20%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
7.75%
12.26%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
L 9% · M 28% · S 60%
L 70% · M 29%
Number of Stocks
27
25
Portfolio P/E
28.70
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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% / 0%