Portfolio Management Services (PMS)Compare Schemes
PGIM India - Phoenix Portfolio vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
PGIM India - Phoenix Portfolio
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.66%
7.67%
6 Months
18.51%
27.70%
1 Year
2.32%
47.52%
3 Years
8.56%
23.98%
5 Years
13.23%
15.87%
Since Inception
12.52%
18.55%
Fund Age
10 yrs
16 yrs 2 mo
AUM
₹60.22 Cr
₹1,022.92 Cr
Alpha – 1 Year
2.67%
42.80%
Alpha – 3 Years
−0.44%
11.89%
Information Ratio – 3 Years
-0.03
1.12
Volatility – 1 Year
27.56%
28.29%
Volatility – 3 Years
21.93%
20.76%
Beta – 1 Year
1.33
1.36
Beta – 3 Years
1.17
1.07
Sharpe Ratio – 1 Year
0.01
1.33
Sharpe Ratio – 3 Years
0.24
0.99
Worst Rolling Year
-13.90%
-4.58%
Value at Worst Rolling Year
₹0.86 Cr
₹0.95 Cr
Deepest Drawdown
−31.68%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
85.20%
97.86%
Median Rolling Year
15.12%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 3% · S 93%
L 22% · M 32% · S 42%
Number of Stocks
26
26
Portfolio P/E
25.30
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 0% / 0%