TRAILING PERFORMANCEDETAILED PORTFOLIOPORTFOLIO MANAGERS
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.
FUND SUMMARYFEE STRUCTUREINVESTMENT PHILOSOPHYThe objective of the portfolio is to generate capital appreciation over the long term by investing in quality Mid and Small Cap Indian companies.
The central theme of the product is that the Portfolio Manager would chose stocks of companies that, in his assessment, are close to an inflection point in their lifecycle either due to a cyclical or structural changes. The Phoenix Portfolio, as the name suggests, would concentrate on companies whose financial and operational performance
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