Portfolio Management Services (PMS)Compare Schemes
PGIM India - Phoenix Portfolio vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
PGIM India - Phoenix Portfolio
Right Horizons - Flexi Cap
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%
4.94%
6 Months
18.51%
11.49%
1 Year
2.32%
3.89%
3 Years
8.56%
8.19%
5 Years
13.23%
11.02%
Since Inception
12.52%
10.97%
Fund Age
10 yrs
13 yrs 8 mo
AUM
₹60.22 Cr
₹360.51 Cr
Alpha – 1 Year
2.67%
0.91%
Alpha – 3 Years
−0.44%
−3.69%
Information Ratio – 3 Years
-0.03
-0.18
Volatility – 1 Year
27.56%
23.04%
Volatility – 3 Years
21.93%
19.34%
Beta – 1 Year
1.33
1.26
Beta – 3 Years
1.17
1.17
Sharpe Ratio – 1 Year
0.01
0.04
Sharpe Ratio – 3 Years
0.24
0.30
Worst Rolling Year
-13.90%
-8.10%
Value at Worst Rolling Year
₹0.86 Cr
₹0.92 Cr
Deepest Drawdown
−31.68%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
85.20%
95.59%
Median Rolling Year
15.12%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 3% · S 93%
L 38% · M 28% · S 33%
Number of Stocks
26
29
Portfolio P/E
25.30
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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% / 0%