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) |
|---|---|---|---|
| -1.56% | 0.86 | 14.75% | 59.48% |
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 | 9.00% | 2.62% | -0.51% | 3.47% | 2.66% | 10.34% | 13.58% | 10.97% | 13.93% |
| Nifty 50 TRI | 7.49% | -5.15% | -6.53% | -0.28% | 4.27% | 11.20% | 11.69% | 13.20% | 12.95% |
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 10M | 108.74 | Nifty 50 TRI | 13.93% | 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 | 1.39% | -1.71% | 59.48% | -0.32% | 0.86 | 14.75% | -0.61 | 2.18% | 0.25 | 53.59 % |
| Nifty 500 | 0.45% | -2.01% | -1.56% | 0.86 | 0.53% | 0.07 | 52.94 % | |||
| Nifty Midcap 100 | -6.54% | -2.68% | -9.22% | 0.79 | -4.11% | -0.46 | 47.71 % | |||
| Nifty Smallcap 100 | 2.83% | -2.66% | 0.17% | 0.65 | -1.28% | -0.09 | 45.75 % | |||
| BSE 500 | 0.80% | -2.01% | -1.21% | 0.86 | 0.68% | 0.09 | 52.29 % | |||
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 April 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 Mar 26.
