Portfolio Management Services (PMS)Compare Schemes
PGIM India Equity Portfolio vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
PGIM India Equity Portfolio
Sowilo Multicap Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.44%
3.12%
6 Months
14.84%
20.18%
1 Year
−4.03%
17.30%
3 Years
5.65%
18.32%
5 Years
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—
Since Inception
11.22%
21.17%
Fund Age
3 yrs 7 mo
3 yrs 2 mo
AUM
₹83.14 Cr
₹171.55 Cr
Alpha – 1 Year
−3.68%
12.58%
Alpha – 3 Years
−3.35%
6.23%
Information Ratio – 3 Years
-0.26
0.82
Volatility – 1 Year
22.60%
24.39%
Volatility – 3 Years
18.97%
21.61%
Beta – 1 Year
1.04
1.30
Beta – 3 Years
1.04
1.25
Sharpe Ratio – 1 Year
-0.31
0.55
Sharpe Ratio – 3 Years
0.11
0.70
Worst Rolling Year
4.98%
18.30%
Value at Worst Rolling Year
₹1.05 Cr
₹1.18 Cr
Deepest Drawdown
−33.20%
−26.88%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.75%
19.41%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 9% · M 28% · S 60%
L 4% · M 4% · S 88%
Number of Stocks
27
82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
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Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%