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

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

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