PGIM India – Portfolio Management Services (PMS)

AUM (₹ Cr)

332.76

Clients

313

Strategies

5

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

PGIM India Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Core Equity Portfolio Multi Cap & Flexi Cap -3.60% 11.28% 15.90% Jul 2013
Phoenix Portfolio Small & Mid Cap -13.19% 13.59% 17.94% Aug 2016
Equity Portfolio Thematic -8.99% Jan 2023

Past performance is not indicative of future results. Returns are subject to market risks.

Alternative Investment Funds (AIF)

PGIM India Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

Equity Growth Opportunities Fund - Series II

Small Cap Oct 2024

Equity Growth Opportunities Fund Series I

Multi Cap & Flexi Cap -3.00% Oct 2023

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr Aniruddha Naha

CIO

Aniruddha Naha joined PGIM India in April 2018 and is currently CIO – Alternatives. He has over 22 years of experience in the equity and debt market. Aniruddha holds a Masters degree in Finance & Control, Delhi University. Aniruddha’s stock selection philosophy is based on the Growth at Reasonable Price (GARP) principle. He is a strong advocate of managing funds through a well-defined process led strategy with equal emphasis on strong risk management practices. This enables him to focus on consistency of performance over longer term and also protect downside in his pursuit of alpha generation. Risk-adjusted returns become the key outcome metric for such a research and process based approach

Mr. Surjitt Singh Arora

Fund Manager, PMS

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.

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Regulatory Information

SEBI Registration: INP000006952

Registered Office: 4th Floor, C Wing, Laxmi Towers, Bandra Kurla Complex, ,Bandra East, Mumbai , Maharashtra , India 400051

Disclaimer

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)