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