Portfolio Management Services (PMS)Compare Schemes
PGIM India - Phoenix Portfolio vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
PGIM India - Phoenix Portfolio
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.66%
0.30%
6 Months
18.51%
26.99%
1 Year
2.32%
26.29%
3 Years
8.56%
27.01%
5 Years
13.23%
—
Since Inception
12.52%
35.84%
Fund Age
10 yrs
4 yrs 3 mo
AUM
₹60.22 Cr
₹521.91 Cr
Alpha – 1 Year
2.67%
28.33%
Alpha – 3 Years
−0.44%
20.36%
Information Ratio – 3 Years
-0.03
—
Volatility – 1 Year
27.56%
31.27%
Volatility – 3 Years
21.93%
25.96%
Beta – 1 Year
1.33
—
Beta – 3 Years
1.17
—
Sharpe Ratio – 1 Year
0.01
0.72
Sharpe Ratio – 3 Years
0.24
0.85
Worst Rolling Year
-13.90%
27.02%
Value at Worst Rolling Year
₹0.86 Cr
₹1.27 Cr
Deepest Drawdown
−31.68%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
85.20%
100.00%
Median Rolling Year
15.12%
36.88%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 3% · S 93%
—
Number of Stocks
26
49
Portfolio P/E
25.30
21.17
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%
—
Top Sectors
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—