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 | -12.77% | -17.15% | -22.57% | -18.03% | -5.56% | 6.59% | 11.13% | - | 9.57% |
| Nifty 50 TRI | -11.30% | -14.44% | -9.02% | -3.99% | 1.19% | 10.03% | 10.01% | - | 11.64% |
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 8M | 45.71 | Nifty 50 TRI | 9.57% | 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 | 17.67% | -30.64% | 56.9% | -12.97% | 0.98 | 18.87% | -1.15 | -0.68% | -0.06 | 48.28 % |
| Nifty 500 | 16.88% | -31.1% | -14.22% | 1.01 | -1.55% | -0.15 | 44.83 % | |||
| Nifty Midcap 100 | 10.17% | -32.04% | -21.87% | 0.95 | -4.39% | -0.48 | 40.52 % | |||
| Nifty Smallcap 100 | 19.64% | -32.12% | -12.48% | 0.80 | -0.32% | -0.03 | 47.41 % | |||
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 31st March 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.
