Portfolio Management Services (PMS)Compare Schemes
PGIM India - Phoenix Portfolio vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
PGIM India - Phoenix Portfolio
Sundaram Alternate - SISOP
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%
5.72%
6 Months
18.51%
23.48%
1 Year
2.32%
38.68%
3 Years
8.56%
26.01%
5 Years
13.23%
16.58%
Since Inception
12.52%
18.98%
Fund Age
10 yrs
16 yrs 6 mo
AUM
₹60.22 Cr
₹1,885.18 Cr
Alpha – 1 Year
2.67%
33.96%
Alpha – 3 Years
−0.44%
13.92%
Information Ratio – 3 Years
-0.03
1.27
Volatility – 1 Year
27.56%
28.06%
Volatility – 3 Years
21.93%
20.41%
Beta – 1 Year
1.33
1.39
Beta – 3 Years
1.17
1.06
Sharpe Ratio – 1 Year
0.01
1.12
Sharpe Ratio – 3 Years
0.24
1.06
Worst Rolling Year
-13.90%
-4.06%
Value at Worst Rolling Year
₹0.86 Cr
₹0.96 Cr
Deepest Drawdown
−31.68%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
85.20%
98.28%
Median Rolling Year
15.12%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
M 3% · S 93%
L 40% · M 32% · S 24%
Number of Stocks
26
28
Portfolio P/E
25.30
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%