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, Chief Investment Officer – Alternatives at PGIM India, commenced his tenure in April 2018. He possesses over 22 years of comprehensive experience across equity and debt markets. Mr. Naha holds a Master's degree in Finance & Control from Delhi University. His investment approach is anchored in the Growth at a Reasonable Price (GARP) methodology. Mr. Naha champions a disciplined, process-driven investment strategy, integrating robust risk management protocols. This framework is designed to foster long-term performance consistency and safeguard capital while pursuing alpha generation. The ultimate objective of this research-intensive and process-oriented strategy is to deliver superior risk-adjusted returns.

Mr. Surjitt Singh Arora

Fund Manager, PMS

Surjitt Singh Arora serves as a Portfolio Manager within the Portfolio Management Services division at PGIM India Asset Management Private Limited. He is responsible for managing the PGIM India Phoenix Portfolio and the PGIM India Core Equity Portfolio. Mr. Arora holds a Bachelor of Management Studies from Sydenham College, Mumbai, and a Master of Management Studies from the Sydenham Institute of Management and Research (SIMSREE), Mumbai. With over 16 years of comprehensive experience in equity markets, including more than six years in the asset management sector, Surjitt Singh Arora brings a wealth of expertise. His prior role was Head – PMS and Principal Officer at Tata Asset Management. Before that, he contributed as an Equity Research Analyst at Tata Mutual Fund.

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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

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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For official or regulatory matters, please refer to formal communication channels of the respective organization.

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