TRAILING PERFORMANCEDETAILED PORTFOLIOPORTFOLIO MANAGERS
With over 15 years of extensive market experience, Mohit Khanna stands out as a seasoned equity analyst and fund manager. His career has seen him cover multiple sectors, providing in-depth analysis and strategic insights that have significantly contributed to the success of the teams he has been part of. Mohit's journey has taken him through key roles at Banyan Capital and Future Generali Life Insurance in Mumbai, where he honed his skills and deepened his market knowledge. Before associating with Purnartha, Mohit also made a mark as a corporate trainer at ICICI Securities, where he shared his expertise in equity markets with aspiring professionals. His passion for teaching and his ability to demystify complex financial concepts have been highly valued by his trainees. Mohit's impressive academic background includes two MBA degrees. He holds an Executive MBA in Finance from the prestigious Indian Institute of Management (IIM) Calcutta and a full-time MBA in Financial Planning from the International College of Financial Planning (ICoFP) in Delhi.
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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