PGIM India Phoenix 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

The objective or the strategy is to generate capital appreciation over the long term by investing in a portfolio of equity of Indian companies

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

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 29 Feb 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.


Related Investment(s)

Do Not Simply Invest, Make Informed Decisions

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