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Phoenix Portfolio

PGIM India
PMS Small & Mid Cap
Benchmark
Nifty 50 TRI
Inception Date
1 August 2016
Min. Investment
₹50,00,000
AUM (Cr.)
₹56.91
SIP Available
No
STP Available
Yes

Investment Strategy

Investment Approach

The core investment strategy for this product centers on identifying companies poised for a significant upswing in their lifecycle. This anticipated inflection point is expected to be driven by either cyclical or structural shifts. The "Phoenix Portfolio," reflecting this strategic focus, will concentrate its investments in businesses demonstrating strong financial and operational momentum.

Investment Objective

The investment strategy aims for sustained capital growth over an extended period, achieved through a focused allocation to high-quality Mid and Small Cap Indian equities.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -4.02% -0.28% -3.74%
3 MONTHS -6.54% 6.33% -12.87%
6 MONTHS -12.47% 2.92% -15.39%
1 YEAR -13.19% 11.88% -25.07%
2 YEAR 1.09% 10.97% -9.88%
3 YEAR 13.59% 14.32% -0.73%
5 YEAR 17.94% 14.68% 3.26%
SINCE INCEPTION 12.05% 13.83% -1.78%

Calendar Year Performance

Year Return
CY 2025 -13.19%
CY 2024 17.69%
CY 2023 43.38%
CY 2022 0.80%
CY 2021 52.68%
CY 2020 13.31%
CY 2019 -10.46%
CY 2018 -12.47%
CY 2017 40.71%
CY 2016 1.13%

Financial Year Performance

Year Return
FY 26_YTD 0.05%
FY 25 8.78%
FY 24 35.86%
FY 23 3.25%
FY 22 32.61%
FY 21 79.88%
FY 20 -38.70%
FY 19 -3.70%
FY 18 9.49%
FY 17 20.71%

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

Fund Managers

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.

Portfolio Details

Portfolio Composition

Large Cap
0.00%
Mid Cap
4.78%
Small Cap
89.23%
Cash & Equivalent
4.18%

Top 5 Holdings

  • Power Mech Projects Limited 4.78%
  • KPIT Technologies Ltd 4.78%
  • Timken India Ltd 4.55%
  • Electronics Mart India Limited 4.55%
  • Dollar Industries Limited 4.36%

Top 5 Sectors

  • Capital Goods 16.80%
  • Financial Services 15.50%
  • Healthcare 10.51%
  • Information Technology 8.33%
  • Construction 8.29%

Portfolio Characteristics

total number of stocks
24
top 5 stocks percent
23.02%
top 5 sectors percent
59.43%
average market cap
N/A
portfolio age
9 Yrs, 4 Months
sip
Not Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.5%

Hurdle: 10%

Profit Sharing: 20%

Exit Load

Year 1: 3%

Year 2: 2%

Year 3: 1%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

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. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)