The objective or the strategy is to generate capital appreciation over the long term by investing in a portfolio of equity of Indian companies
PGIM India Phoenix Portfolio PMS
Key Attributes
Inception Date: 01st August, 2016
Fund Manager Name: Mr. Himanshu Upadhyay
Fund Manager Experience: 11+ years
Fund Manager Qualification: PGDM from IIM Kozhikode and B.Tech from NIT Hamirpur
Investment Objective
Portfolio Strategy
- Qualitative diversified
- Two main themes Reversion-to-mean
- Structural chang
- 10 yrs average ROE > 8%
- Positive ops cash-flow 6 out-of 10 yrs market cap between 750 Cr. To 20K cr
- 75% in MID & Small cap
- Growth prospect & quality management
