TRAILING PERFORMANCEDETAILED PORTFOLIOPORTFOLIO MANAGERS
Mohit Khanna is Portfolio Manager and Principal Officer – PMS at PGIM India AMC. He brings with him over 15 years of experience in investment management. Prior to joining PGIM India AMC, he was Fund Manager at Purnartha Investment Advisors. In his previous stints, he has worked at Banyan Capital Advisors and Future Generali Insurance. Mohit's academic background includes two MBA degrees. He holds an Executive MBA in Finance from the Indian Institute of Management (IIM) Calcutta and a full-time MBA in Financial Planning from the International College of Financial Planning (ICoFP) in Delhi. He also holds Certified Financial Planner (CFP) certification under his belt.
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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