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 | 4.8% | 5.1% | 1.0% | 7.2% | 18.1% | 31.9% | 7.6% | - | 10.9% |
Nifty 50 TRI | 4.1% | 2.4% | 0.5% | 6.9% | 12.4% | 23.8% | 12.3% | - | 12.9% |
Portfolio Holdings
Holding | % |
---|---|
Greenply | 6.00 |
KPR Mills Ltd. | 5.50 |
KPIT Technologies Ltd | 5.50 |
JB Chemicals & Pharmaceuticals Ltd | 5.50 |
Procter & Gamble Health Ltd | 5.00 |
Tata Consumer Products Ltd | 5.00 |
VST Tillers & Tractors | 5.00 |
Carborundum Universal | 4.50 |
Phoenix Mills Ltd | 4.50 |
Trent Ltd | 4.50 |
Top 10 Equity Holdings | 51.00 |
Sector Allocation
Holding | % |
---|---|
Fabric & Garments | 6.00 |
Information Technology Services / Products | 6.00 |
Shipping | 6.00 |
Banks | 9.00 |
Residential | 12.50 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 5.0 |
Mid Cap | 37.3 |
Small Cap | 50.5 |
Cash | 7.2 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 30 Apr 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.