The portfolio attempts to enhance the chances of investment success, and is built with the twin objectives of giving the client a set of strong companies, purchased at prices that are not exorbitantly high, thereby minimizing permanent capital loss to the investor.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -10.30% | 1.05 | 15.09% | 60% |
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 Core Equity Portfolio | -3.01% | -3.06% | -5.37% | -1.69% | 4.05% | 10.58% | 14.91% | - | 13.98% |
| Nifty 50 TRI | -3.04% | -1.45% | 2.64% | 8.97% | 9.27% | 14.08% | 14.54% | 13.69% |
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 Core Equity Portfolio | Multi Cap & Flexi Cap | Mr. Surjitt Singh Arora | 08 July 2013 | 12Y 7M | 113.39 | Nifty 50 TRI | 13.98% | 23 | 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 | -11.02% | -3.1% | 60% | -14.12% | 1.18 | 15.09% | -0.48 | 1.64% | 0.19 | 52.67 % |
| Nifty 500 | -7.33% | -2.97% | -10.30% | 1.05 | -0.01% | 0.00 | 52.00 % | |||
| Nifty Midcap 100 | -6.51% | -2.84% | -9.35% | 0.77 | -4.52% | -0.50 | 46.67 % | |||
| Nifty Smallcap 100 | 4.69% | -2.68% | 2.01% | 0.60 | -1.90% | -0.13 | 44.67 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| Shriram Finance Ltd | 5.88 |
| Reliance Industries Ltd | 5.77 |
| Axis Bank Ltd | 5.27 |
| HDFC Life Insurance Company Ltd | 5.16 |
| UltraTech Cement Ltd | 4.70 |
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 65.52 |
| Mid Cap | 23.54 |
| Small Cap | 7.33 |
| Cash | 3.61 |
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 31st Jan 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 Dec 25.
