Portfolio Management Services (PMS)Compare Schemes
PGIM India Equity Portfolio vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
PGIM India Equity Portfolio
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.44%
5.72%
6 Months
14.84%
23.48%
1 Year
−4.03%
38.68%
3 Years
5.65%
26.01%
5 Years
—
16.58%
Since Inception
11.22%
18.98%
Fund Age
3 yrs 7 mo
16 yrs 6 mo
AUM
₹83.14 Cr
₹1,885.18 Cr
Alpha – 1 Year
−3.68%
33.96%
Alpha – 3 Years
−3.35%
13.92%
Information Ratio – 3 Years
-0.26
1.27
Volatility – 1 Year
22.60%
28.06%
Volatility – 3 Years
18.97%
20.41%
Beta – 1 Year
1.04
1.39
Beta – 3 Years
1.04
1.06
Sharpe Ratio – 1 Year
-0.31
1.12
Sharpe Ratio – 3 Years
0.11
1.06
Worst Rolling Year
4.98%
-4.06%
Value at Worst Rolling Year
₹1.05 Cr
₹0.96 Cr
Deepest Drawdown
−33.20%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
7.75%
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
L 9% · M 28% · S 60%
L 40% · M 32% · S 24%
Number of Stocks
27
28
Portfolio P/E
28.70
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%