Portfolio Management Services (PMS)Compare Schemes
PGIM India - Phoenix Portfolio vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
PGIM India - Phoenix Portfolio
Polaris Human Plus Machine Converged Equity Strategy
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.66%
9.44%
6 Months
18.51%
2.42%
1 Year
2.32%
1.29%
3 Years
8.56%
—
5 Years
13.23%
—
Since Inception
12.52%
23.68%
Fund Age
10 yrs
4 mo
AUM
₹60.22 Cr
₹2.91 Cr
Alpha – 1 Year
2.67%
0.33%
Alpha – 3 Years
−0.44%
—
Information Ratio – 3 Years
-0.03
—
Volatility – 1 Year
27.56%
—
Volatility – 3 Years
21.93%
—
Beta – 1 Year
1.33
—
Beta – 3 Years
1.17
—
Sharpe Ratio – 1 Year
0.01
—
Sharpe Ratio – 3 Years
0.24
—
Worst Rolling Year
-13.90%
—
Value at Worst Rolling Year
₹0.86 Cr
—
Deepest Drawdown
−31.68%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
85.20%
—
Median Rolling Year
15.12%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 3% · S 93%
M 5% · S 92%
Number of Stocks
26
29
Portfolio P/E
25.30
67.46
Top 5 Holdings
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
Shilpa Medicare Ltd · 11.42%
Cash & Cash Equivalent · 7.83%
Himadri Speciality Chemical Ltd · 7.42%
Sheela Foam Ltd · 6.84%
Rubicon Research Ltd · 6.78%
Top Sectors
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
Fixed Fee
2.50% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%