What is the hurdle rate of Equity Portfolio?

The hurdle rate of Equity Portfolio is 10% or 8%.

What is the fixed fee charged in Equity Portfolio ?

The fixed fee charged in Equity Portfolio is 2.50%.

What is the variable fee charged in Equity Portfolio ?

The variable fee charged in Equity Portfolio is 1.50% or 0%.

What is the profit sharing in Equity Portfolio ?

The profit sharing in Equity Portfolio is 20% Profit share above 10% Hurdle or 20% Profit sharing above 8% Hurdle.

What is the minimum investment in Equity Portfolio ?

The minimum investment in Equity Portfolio is ₹50 Lacs

What type of scheme is Equity Portfolio?

Equity Portfolio is an Equity scheme. It falls in the Thematic category.

What is the inception date of Equity Portfolio?

The inception date of Equity Portfolio is Jan 19, 2023.

Equity Portfolio

PGIM India
Thematic

13
Out of 17*
Compare
Share

Portfolio age3 years

-4.98%

-0.28%

Hurdle Rate**10% or 8%

Fixed fee2.50%

Min. Investment₹50 Lacs

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/12/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (2.42%)

Allocation by Market Cap

Small Cap (52.4%)

Mid Cap (25.9%)

Large Cap (17.65%)

Sector Holdings

Capital Goods24.66%
Consumer Services11.69%
Financial Services11.31%
Healthcare9.9%
Services8.34%

Stock Holdings

Cash & Cash Equivalents8.24%
Bharti Airtel Ltd.7.06%
Bharat Rasayan Limited5.22%
Shaily Engineering Plastics Ltd.4.92%
Kaynes Technology India Limited4.89%

PORTFOLIO MANAGERS

Surjitt Singh Arora

Manager Rank Out of 12
i
Rank is based on 3-year return
Schemes Managed3
Total AUM296.2
Highest Return In 1 Yr-3.6%

Profile

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.

Other Schemes

1m 3m 6m 1y 3y 5y

table
Grid

Compare

PGIM India - Core Equity Portfolio

AUM (₹ Cr)

₹119.15 Cr

Hurdle Rate

10% or 8%

Benchmark

Nifty 50 TRI

FUND SUMMARY

AUM (₹ Cr)

120.14

(As on Dec, 2025)

Inception Date

Jan 19, 2023

Min. Investment

₹50 Lacs

SIP Option

Not Available

STP Option

Available

Exit Load

Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.50%

Variable Fee

1.50% or 0%

Hurdle Rate

10% or 8%

Profit Sharing

20% Profit share above 10% Hurdle or 20% Profit sharing above 8% Hurdle

SUBSCRIBE TO

BUSINESS TODAY MAGAZINE

Subscribe Now

Already a subscriber?Login

INVESTMENT PHILOSOPHY

Objective

The objective of the portfolio is seek to achieve long term capital appreciation by investing in equity and equity related instruments across market capitalization.

Investment Approach

The portfolio will invest in businesses with a visibility of earnings growth over the next three to four years, with an aim for capital appreciation. The portfolio will be conscious about downside business risk management and strength of the businesses while investing.