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