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) |
|---|---|---|---|
| -12.48% | 0.80 | 18.87% | 56.9% |
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 | 20.11% | 5.80% | -6.75% | -2.82% | 0.73% | 11.58% | 14.69% | - | 11.56% |
| Nifty 50 TRI | 7.49% | -5.15% | -6.53% | -0.28% | 4.27% | 11.20% | 11.69% | - | 12.36% |
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 10M | 53.94 | Nifty 50 TRI | 11.56% | 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 | 19.42% | -32.39% | 56.9% | -12.97% | 0.98 | 18.87% | -1.15 | -0.68% | -0.06 | 48.28 % |
| Nifty 500 | 18.54% | -32.76% | -14.22% | 1.01 | -1.55% | -0.15 | 44.83 % | |||
| Nifty Midcap 100 | 11.90% | -33.77% | -21.87% | 0.95 | -4.39% | -0.48 | 40.52 % | |||
| Nifty Smallcap 100 | 21.11% | -33.59% | -12.48% | 0.80 | -0.32% | -0.03 | 47.41 % | |||
| BSE 500 | 18.89% | -32.75% | -13.86% | 1.02 | -1.46% | -0.14 | 46.55 % | |||
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 30th April 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 Mar 26.
