Portfolio Management Services (PMS)Compare Schemes
PGIM India - Phoenix Portfolio vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
PGIM India - Phoenix Portfolio
Right Horizons - India Business Leaders
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%
3.11%
6 Months
18.51%
4.12%
1 Year
2.32%
−0.25%
3 Years
8.56%
10.95%
5 Years
13.23%
10.56%
Since Inception
12.52%
10.62%
Fund Age
10 yrs
13 yrs 8 mo
AUM
₹60.22 Cr
₹41.22 Cr
Alpha – 1 Year
2.67%
0.18%
Alpha – 3 Years
−0.44%
2.39%
Information Ratio – 3 Years
-0.03
0.52
Volatility – 1 Year
27.56%
20.61%
Volatility – 3 Years
21.93%
17.57%
Beta – 1 Year
1.33
1.24
Beta – 3 Years
1.17
1.19
Sharpe Ratio – 1 Year
0.01
-0.18
Sharpe Ratio – 3 Years
0.24
0.46
Worst Rolling Year
-13.90%
-10.52%
Value at Worst Rolling Year
₹0.86 Cr
₹0.89 Cr
Deepest Drawdown
−31.68%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
85.20%
93.48%
Median Rolling Year
15.12%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
M 3% · S 93%
L 70% · M 29%
Number of Stocks
26
25
Portfolio P/E
25.30
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%