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PGIM India - Phoenix Portfolio
PGIM India - Phoenix Portfolio

PGIM India - Phoenix Portfolio

  • PGIM India
  • Small AND Mid Cap
  • 15
    Out of 26*
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PMS Bazaar
Portfolio age9 years, 4 months
-0.26%
4.62%
Hurdle Rate**10% or 8%
Fixed fee2.50%
Min. Investment50 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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (6.39%)
Allocation by Market Cap
Small Cap (89.14%)
Mid Cap (4.45%)
Large Cap (0%)
Sector Holdings
  • Capital Goods15.94%
  • Healthcare12.3%
  • Chemicals11.38%
  • Information Technology7.95%
  • Construction7.14%
Stock Holdings
  • Bharat Rasayan Limited6.79%
  • Cash & Cash Equivalents6.39%
  • Shyam Metalics and Energy Limited5.61%
  • Electronics Mart India Limited4.86%
  • GMM Pfaudler Ltd.4.71%

bt_logoPORTFOLIO MANAGERS

Surjitt Singh Arora
  • Manager Rank26 Out of 35
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUM336.95
  • Highest Return In 1 Yr-3.65%
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
AUM (₹ Cr)
₹128.71 Cr
Hurdle Rate
10% or 8%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
147 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹143.20 Cr
Hurdle Rate
10% or 8%
Benchmark
Nifty 50 TRI
Category
Thematic
Category Rank
9 Out of 17
Fixed Fee
2.50%
AUM (₹ Cr)
₹65.04 Cr
Hurdle Rate
10% or 8%
Benchmark
Nifty 50 TRI
Category
Small AND Mid Cap
Category Rank
51 Out of 53
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹65.04 Cr
Hurdle Rate
10% or 8%
Benchmark
Nifty 50 TRI
Category Rank
51 Out of 53
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 53
Fixed Fee
2.50%
AUM (₹ Cr)
₹1,992.70 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 53
Fixed Fee
2.50%
AUM (₹ Cr)
₹19.07 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 53
Fixed Fee
No Option
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 53
Fixed Fee
1.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 53
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

PGIM India
PGIM India manages assets worth Rs 368.68 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap, 1 Thematic and 1 Small And Mid Cap schemes.

AUM (₹ cr)

368.68 (As on Oct, 2025)

Number of Schemes

3
Schemes From This AMC
AUM (₹ Cr)
₹128.71 Cr
Hurdle Rate
10% or 8%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
147 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹143.20 Cr
Hurdle Rate
10% or 8%
Benchmark
Nifty 50 TRI
Category
Thematic
Category Rank
9 Out of 17
Fixed Fee
2.50%
AUM (₹ Cr)
₹65.04 Cr
Hurdle Rate
10% or 8%
Benchmark
Nifty 50 TRI
Category
Small AND Mid Cap
Category Rank
51 Out of 53
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of PGIM India - Phoenix Portfolio?
The hurdle rate of PGIM India - Phoenix Portfolio is 10% or 8%.
What is the fixed fee charged in PGIM India - Phoenix Portfolio ?
The fixed fee charged in PGIM India - Phoenix Portfolio is 2.50%.
What is the variable fee charged in PGIM India - Phoenix Portfolio ?
The variable fee charged in PGIM India - Phoenix Portfolio is 1.50% or 0%.
What is the profit sharing in PGIM India - Phoenix Portfolio ?
The profit sharing in PGIM India - Phoenix Portfolio is 20% Profit sharing above 10% Hurdle or 20% Profit sharing above 8% Hurdle.
What is the minimum investment in PGIM India - Phoenix Portfolio ?
The minimum investment in PGIM India - Phoenix Portfolio is ₹50 Lacs
What type of scheme is PGIM India - Phoenix Portfolio?
PGIM India - Phoenix Portfolio is an Equity scheme. It falls in the Small AND Mid Cap category.
What is the inception date of PGIM India - Phoenix Portfolio?
The inception date of PGIM India - Phoenix Portfolio is Aug 01, 2016.
What is the exit load of PGIM India - Phoenix Portfolio?
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.