Portfolio Management Services (PMS)Compare Schemes
PGIM India - Phoenix Portfolio vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
PGIM India - Phoenix Portfolio
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.66%
1.80%
6 Months
18.51%
2.80%
1 Year
2.32%
4.89%
3 Years
8.56%
12.23%
5 Years
13.23%
10.64%
Since Inception
12.52%
8.93%
Fund Age
10 yrs
12 yrs
AUM
₹60.22 Cr
₹134.76 Cr
Alpha – 1 Year
2.67%
−1.08%
Alpha – 3 Years
−0.44%
1.34%
Information Ratio – 3 Years
-0.03
0.07
Volatility – 1 Year
27.56%
10.79%
Volatility – 3 Years
21.93%
9.62%
Beta – 1 Year
1.33
1.04
Beta – 3 Years
1.17
1.10
Sharpe Ratio – 1 Year
0.01
-0.01
Sharpe Ratio – 3 Years
0.24
0.69
Worst Rolling Year
-13.90%
0.05%
Value at Worst Rolling Year
₹0.86 Cr
₹1.00 Cr
Deepest Drawdown
−31.68%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
85.20%
99.79%
Median Rolling Year
15.12%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 3% · S 93%
L 50% · M 11% · S 8%
Number of Stocks
26
33
Portfolio P/E
25.30
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –