Portfolio Management Services (PMS)Compare Schemes
PGIM India Equity Portfolio vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
PGIM India Equity Portfolio
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
14.84%
19.55%
1 Year
−4.03%
11.69%
3 Years
5.65%
15.46%
5 Years
—
—
Since Inception
11.22%
23.05%
Fund Age
3 yrs 7 mo
3 yrs 4 mo
AUM
₹83.14 Cr
₹95.08 Cr
Alpha – 1 Year
−3.68%
8.71%
Alpha – 3 Years
−3.35%
3.58%
Information Ratio – 3 Years
-0.26
0.52
Volatility – 1 Year
22.60%
27.25%
Volatility – 3 Years
18.97%
23.29%
Beta – 1 Year
1.04
1.44
Beta – 3 Years
1.04
1.22
Sharpe Ratio – 1 Year
-0.31
0.33
Sharpe Ratio – 3 Years
0.11
0.66
Worst Rolling Year
4.98%
15.47%
Value at Worst Rolling Year
₹1.05 Cr
₹1.15 Cr
Deepest Drawdown
−33.20%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.75%
17.67%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 9% · M 28% · S 60%
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Number of Stocks
27
—
Portfolio P/E
28.70
—
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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
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Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%