Portfolio Management Services (PMS)Compare Schemes
PGIM India - Phoenix Portfolio vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
PGIM India - Phoenix Portfolio
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.66%
4.41%
6 Months
18.51%
0.07%
1 Year
2.32%
4.08%
3 Years
8.56%
6.47%
5 Years
13.23%
—
Since Inception
12.52%
11.08%
Fund Age
10 yrs
6 yrs 6 mo
AUM
₹60.22 Cr
₹1.91 Cr
Alpha – 1 Year
2.67%
4.51%
Alpha – 3 Years
−0.44%
−2.09%
Information Ratio – 3 Years
-0.03
-0.44
Volatility – 1 Year
27.56%
16.64%
Volatility – 3 Years
21.93%
14.35%
Beta – 1 Year
1.33
0.98
Beta – 3 Years
1.17
1.00
Sharpe Ratio – 1 Year
0.01
-0.01
Sharpe Ratio – 3 Years
0.24
0.13
Worst Rolling Year
-13.90%
5.64%
Value at Worst Rolling Year
₹0.86 Cr
₹1.06 Cr
Deepest Drawdown
−31.68%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
85.20%
100.00%
Median Rolling Year
15.12%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 3% · S 93%
L 90% · M 7%
Number of Stocks
26
50
Portfolio P/E
25.30
26.76
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%
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
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% / –