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 | -2.80% | 4.02% | 22.01% | 23.28% | 15.56% | 32.71% | 14.99% | - | 13.17% |
Nifty 50 TRI | -2.74% | -3.09% | 6.52% | 7.01% | 5.15% | 19.31% | 14.28% | - | 12.91% |
Portfolio Holdings
Holding | % |
---|---|
VST Tillers & Tractors | 6.00 |
Artemis Medicare Services Ltd | 6.00 |
Hawkins Cooker | 4.50 |
Sandhar Technologies | 4.50 |
Carborundum Universal | 4.50 |
KPR Mills Ltd. | 4.50 |
Procter & Gamble Health Ltd | 4.50 |
Trent Ltd | 4.50 |
Tata Consumer Products Ltd | 4.00 |
Kajaria Ceramics Ltd | 4.00 |
C E Infosystems (MapmyIndia) | 4.00 |
Phoenix Mills Ltd | 4.00 |
Greenply Industries Ltd | 4.00 |
Sagar Cements Ltd | 3.75 |
Ultramarine & Pigments | 3.50 |
DCB | 3.50 |
Oberoi Realty Ltd | 3.50 |
Indian Hotels Co Ltd | 3.50 |
Affle India Ltd | 3.00 |
Top 19 Equity Holdings | 91.50 |
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 | 8.19 |
Mid Cap | 17.20 |
Small Cap | 58.67 |
Cash | 15.92 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 31 Oct 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.