Portfolio Management Services (PMS)Compare Schemes
PGIM India Equity Portfolio vs Tradeswift - Sparkling Gems
Add SchemeGrowth of ₹1 Crore
PGIM India Equity Portfolio
Tradeswift - Sparkling Gems
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%
−0.05%
6 Months
14.84%
23.02%
1 Year
−4.03%
—
3 Years
5.65%
—
5 Years
—
—
Since Inception
11.22%
13.86%
Fund Age
3 yrs 7 mo
10 mo
AUM
₹83.14 Cr
₹13.6 Cr
Alpha – 1 Year
−3.68%
—
Alpha – 3 Years
−3.35%
—
Information Ratio – 3 Years
-0.26
—
Volatility – 1 Year
22.60%
—
Volatility – 3 Years
18.97%
—
Beta – 1 Year
1.04
—
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
-0.31
—
Sharpe Ratio – 3 Years
0.11
—
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%
S 97%
Number of Stocks
27
29
Portfolio P/E
28.70
26.06
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%
Goldiam International Ltd · 7.05%
Grindwell Norton Ltd · 4.59%
RPG Life Sciences Ltd · 4.39%
Action Construction Equipment Ltd · 4.38%
Enviro Infra Engineers Ltd · 4.35%
Top Sectors
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
Capital Goods · 20.02%
Consumer Durables · 11.07%
Financial Services · 10.96%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1.5% / 1%