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) |
|---|---|---|---|
| -7.55% | 0.70 | 18.80% | 57.52% |
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 | 0.98% | -8.84% | -13.66% | 0.50% | -0.09% | 11.31% | 14.69% | - | 11.23% |
| Nifty 50 TRI | -0.51% | -3.80% | 3.36% | 15.07% | 8.29% | 14.64% | 12.95% | - | 13.15% |
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 | 9Y 7M | 51.89 | Nifty 50 TRI | 11.23% | 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 | -26.11% | 2.42% | 57.52% | -23.69% | 1.19 | 18.80% | -0.90 | -0.34% | -0.03 | 48.67 % |
| Nifty 500 | 24.52% | -44.38% | -19.86% | 1.14 | -1.18% | -0.11 | 45.13 % | |||
| Nifty Midcap 100 | 25.05% | -43.97% | -18.92% | 0.87 | -3.76% | -0.41 | 41.59 % | |||
| Nifty Smallcap 100 | 36.09% | -43.64% | -7.55% | 0.70 | 0.08% | 0.01 | 47.79 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
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 28th Feb 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.
