The objective or the strategy is to generate capital appreciation over the long term by investing in a portfolio of equity of Indian companies
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -9.81% | 0.96 | 26.41% | 57.63% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| PGIM India Phoenix Portfolio | 6.75% | 31.50% | 8.95% | -4.63% | 1.00% | 10.83% | 13.19% | - | 12.38% |
| Nifty 50 TRI | 1.67% | 7.40% | -8.10% | -5.42% | 0.85% | 8.81% | 9.99% | - | 12.13% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| PGIM India Phoenix Portfolio | Small & Mid Cap | Mr. Surjitt Singh Arora | 01 August 2016 | 10Y 0M | 61.48 | Nifty 50 TRI | 12.38% | 25 | NA |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 47.02% | -50.54% | 57.63% | -3.52% | 1.34 | 26.41% | -0.46 | 1.09% | 0.08 | 49.15 % |
| Nifty 500 | 43.81% | -51.55% | -7.74% | 1.35 | -0.29% | -0.03 | 45.76 % | |||
| Nifty Midcap 100 | 36.77% | -52.65% | -15.88% | 1.18 | -3.59% | -0.39 | 40.68 % | |||
| Nifty Smallcap 100 | 43.51% | -53.32% | -9.81% | 0.96 | 0.04% | 0.00 | 48.31 % | |||
| BSE 500 | 44.25% | -51.52% | -7.27% | 1.36 | -0.16% | -0.02 | 47.46 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | |
| Small Cap | 94.01 |
| Cash | 5.99 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30th Jun 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of May 26.
