Portfolio Management Services (PMS)Compare Schemes
PGIM India - Phoenix Portfolio vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
PGIM India - Phoenix Portfolio
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.66%
4.29%
6 Months
18.51%
2.17%
1 Year
2.32%
7.07%
3 Years
8.56%
15.12%
5 Years
13.23%
—
Since Inception
12.52%
19.80%
Fund Age
10 yrs
7 yrs 3 mo
AUM
₹60.22 Cr
₹7.19 Cr
Alpha – 1 Year
2.67%
7.50%
Alpha – 3 Years
−0.44%
6.56%
Information Ratio – 3 Years
-0.03
1.22
Volatility – 1 Year
27.56%
19.38%
Volatility – 3 Years
21.93%
16.31%
Beta – 1 Year
1.33
1.18
Beta – 3 Years
1.17
1.13
Sharpe Ratio – 1 Year
0.01
0.17
Sharpe Ratio – 3 Years
0.24
0.62
Worst Rolling Year
-13.90%
14.31%
Value at Worst Rolling Year
₹0.86 Cr
₹1.14 Cr
Deepest Drawdown
−31.68%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
85.20%
100.00%
Median Rolling Year
15.12%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 3% · S 93%
L 73% · M 25%
Number of Stocks
26
100
Portfolio P/E
25.30
27.01
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%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
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% / –