PGIM India - Phoenix Portfolio
EQUITY MID & SMALL CAP
Focuses on companies assessed to be close to an inflection point in their lifecycle, driven by cyclical or structural changes.
+10.83%
3Y annualised returns
+8.81%
Benchmark returns (NIFTY 50 Total Return Index)
Launch date
01 Aug '16
Total AUM
₹65.04Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity94.0%
Cash4.2%
Equity market cap split
Small Cap89.1%
Mid Cap4.5%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
3.00%
PMS management
SSSurjitt Singh AroraPortfolio Manager, Portfolio Management ServicesView details
SS
Surjitt Singh Arora
Portfolio Manager, Portfolio Management Services
View details
About
Surjitt Singh Arora is Portfolio Manager – Portfolio Management Services at PGIM India Asset Management Private Limited. He is the Portfolio Manager for PGIM India Phoenix Portfolio and PGIM India Core Equity Portfolio. Surjitt holds a Bachelor’s degree in Management Studies from Sydenham College, Mumbai and a Master’s degree in Management Studies from Sydenham Institute of Management and Research (SIMSREE), Mumbai. Surjitt Singh Arora has more than 16 years of rich work experience in the Equity Markets including over 6 years in the asset management industry. In his last stint, Surjitt was Head - PMS and Principal Officer with Tata Asset Management. Prior to that he was with Tata Mutual Fund as Equity Research Analyst.
Experience
Over 16 years of experience in equity markets, including 6+ years in asset management.
Investment philosophy
Specializes in equity markets and equity research.
Previously worked at
- Tata Asset Management
- Tata Mutual Fund
Awards
- Previously served as Head of PMS and Principal Officer at Tata Asset Management. Manages the PGIM India Phoenix and Core Equity Portfolios.
PMS house
PGIM India Asset Management Pvt Ltd
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