What is the hurdle rate of Equity Portfolio?

The hurdle rate of Equity Portfolio is 10.00% or 8.00%.

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

10
Out of 11*
Compare
Share

Portfolio age3 years, 5 months

5.54%

-1.72%

Hurdle Rate**10.00% or 8.00%

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 31/05/2026)

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 (4.2%)

Allocation by Market Cap

Small Cap (50.87%)

Mid Cap (25.72%)

Large Cap (19.21%)

Sector Holdings

Capital Goods30%
Automobile and Auto Components11.01%
Metals & Mining8.6%
Consumer Services7.16%
Telecommunication6.59%

Stock Holdings

Cash & Cash Equivalents8.34%
HBL Engineering Ltd7.16%
Hbl Engineering Limited6.99%
Shaily Engineering Plastics Ltd.6.92%
Bharti Airtel Ltd.6.59%

PORTFOLIO MANAGERS

Surjitt Singh Arora

Manager Rank10 Out of 11
i
Rank is based on 3-year return
Schemes Managed6
Total AUM954.36
Highest Return In 1 Yr5.38%

Profile

Over 20 years of experience in Equity Research and Fund Management. Earlier headed the PMS vertical at PGIM India Asset Management and served as Portfolio Manager for PGIM India PMS portfolios for 4 years. Previously Head of PMS and Principal Officer at Tata Asset Management for 7 years. Prior experience as Senior Research Analyst at Prabhudas Lilladher for 7 years, covering Autos and FMCG sectors. Bachelor’s in Management Studies from Sydenham College, Mumbai. Master’s in Management Studies from Sydenham Institute of Management and Research (SIMSREE), Mumbai.

Other Schemes

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

table
Grid

Compare

Ambit Build India

AUM (₹ Cr)

₹38.03 Cr

Hurdle Rate

12.00%

Benchmark

Nifty 50 TRI

Category

Thematic

Category Rank

6 Out of 20

Fixed Fee

1.75%

Scheme Return

5.56%

Benchmark Return

-1.72%

Equity Portfolio

AUM (₹ Cr)

₹89.82 Cr

Hurdle Rate

10.00% or 8.00%

Benchmark

Nifty 50 TRI

Category

Thematic

Category Rank

7 Out of 20

Fixed Fee

2.50%

Scheme Return

5.54%

Benchmark Return

-1.72%

Ambit Wealth - Alpha Growth

AUM (₹ Cr)

₹550.22 Cr

Hurdle Rate

12.00%

Benchmark

Nifty 50 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

46 Out of 285

Fixed Fee

1.75%

Scheme Return

4.24%

Benchmark Return

-1.72%

PGIM India - Phoenix Portfolio

AUM (₹ Cr)

₹56.11 Cr

Hurdle Rate

10.00% or 8.00%

Benchmark

Nifty 50 TRI

Category

Small AND Mid Cap

Category Rank

28 Out of 59

Fixed Fee

2.50%

Scheme Return

2.57%

Benchmark Return

-1.72%

PGIM India - Core Equity Portfolio

AUM (₹ Cr)

₹108.26 Cr

Hurdle Rate

10.00% or 8.00%

Benchmark

Nifty 50 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

118 Out of 285

Fixed Fee

2.50%

Scheme Return

1.86%

Benchmark Return

-1.72%

Caliber

AUM (₹ Cr)

₹111.92 Cr

Hurdle Rate

12.00%

Benchmark

Nifty 50 TRI

Category

Large Cap

Category Rank

4 Out of 30

Fixed Fee

1.75%

Scheme Return

1.12%

Benchmark Return

-1.72%

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)

89.82

(As on May, 2026)

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

10.00% or 8.00%

Profit Sharing

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

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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.