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) |
|---|---|---|---|
| 2.98% | 0.84 | 15.18% | 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 | -0.56% | 10.39% | 0.81% | -2.70% | 0.16% | 6.85% | 11.48% | 10.51% | 13.85% |
| Nifty 50 TRI | 1.67% | 7.40% | -8.10% | -5.42% | 0.85% | 8.81% | 9.99% | 12.51% | 12.76% |
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 | 13Y 0M | 104 | Nifty 50 TRI | 13.85% | 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 | 6.94% | 0.27% | 60% | 7.21% | 0.90 | 15.18% | -0.09 | 2.61% | 0.30 | 54.19 % |
| Nifty 500 | 3.35% | -0.37% | 2.98% | 0.84 | 0.58% | 0.08 | 52.90 % | |||
| Nifty Midcap 100 | -4.07% | -1.08% | -5.15% | 0.72 | -4.41% | -0.49 | 47.10 % | |||
| Nifty Smallcap 100 | 2.35% | -1.43% | 0.92% | 0.55 | -1.92% | -0.13 | 45.81 % | |||
| BSE 500 | 3.81% | -0.35% | 3.46% | 0.85 | 0.75% | 0.10 | 52.26 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
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 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.
