The objective or the strategy is to generate capital appreciation over the long term by investing in a portfolio of equity of Indian companies
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 | -2.37% | -5.29% | -6.49% | -10.83% | 4.02% | 13.45% | 20.43% | - | 12.65% |
| Nifty 50 TRI | 1.92% | 7.45% | 6.68% | 9.94% | 15.45% | 13.08% | 16.49% | - | 14.00% |
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | |
| Small Cap | |
| Cash |
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 30 Nov 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
