Portfolio Management Services (PMS)Compare Schemes
PGIM India Equity Portfolio vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
PGIM India Equity Portfolio
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
14.84%
10.94%
1 Year
−4.03%
1.03%
3 Years
5.65%
11.45%
5 Years
—
15.19%
Since Inception
11.22%
27.03%
Fund Age
3 yrs 7 mo
5 yrs 11 mo
AUM
₹83.14 Cr
₹298.71 Cr
Alpha – 1 Year
−3.68%
−3.69%
Alpha – 3 Years
−3.35%
−0.64%
Information Ratio – 3 Years
-0.26
-0.04
Volatility – 1 Year
22.60%
27.68%
Volatility – 3 Years
18.97%
23.40%
Beta – 1 Year
1.04
1.45
Beta – 3 Years
1.04
1.22
Sharpe Ratio – 1 Year
-0.31
-0.03
Sharpe Ratio – 3 Years
0.11
0.35
Worst Rolling Year
4.98%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−33.20%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
7.75%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 28% · S 60%
L 2% · M 2% · S 86%
Number of Stocks
27
36
Portfolio P/E
28.70
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%