Know Your PMS · Monthly tearsheet
PGIM India Phoenix Portfolio
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Sep_20263 months filed
CAGR
Needs 12 months
Total return
-10.10%
Max drawdown
-12.80%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
33.33%
Best / worst month
6.9% / -12.8%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | – | – | – | – | – | – | – | – | -3.59% | – | – | – | -3.59% |
2025 | – | -12.80% | 6.93% | – | – | – | – | – | – | – | – | – | -6.76% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2025 | Feb_2025 | Ongoing | 12.80% | 3 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
1 mo
Longest loss streak
1 mo
Ann. volatility
27.92%
Downside deviation
32.56%