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PGIM INDIA EQUITY PORTFOLIO

PGIM India Asset Management Private Limited

77.00 CR AUM

PGIM INDIA EQUITY PORTFOLIO

PGIM INDIA EQUITY PORTFOLIO

PGIM India Asset Management Private Limited

77.00 CR AUM

Nifty 50 TRI
Benchmark
3yr 2mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
3yr 2mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

surjitt singh arora

Fund Manager
EQUITYStrategies

Surjitt Singh Arora is Portfolio Manager � Portfolio Management Services at PGIM India Asset Management Private Limited. He is the Portfolio Manager for PGIM India Phoenix Portfolio and PGIM India Core Equity Portfolio. Surjitt holds a Bachelor's degree in Management Studies from Sydenham College, Mumbai and a Master's degree in Management Studies from Sydenham Institute of Management and Research (SIMSREE), Mumbai. Surjitt Singh Arora has more than 16 years of rich work experience in the Equity Markets including over 6 years in the asset management industry. In his last stint, Surjitt was Head - PMS and Principal Officer with Tata Asset Management. Prior to that he was with Tata Mutual Fund as Equity Research Analyst.

Surjitt Singh Arora is Portfolio Manager � Portfolio Management Services at PGIM India Asset Management Private Limited. He is the Portfolio Manager for PGIM India Phoenix Portfolio and PGIM India Core Equity Portfolio. Surjitt holds a Bachelor's degree in Management Studies from Sydenham College, Mumbai and a Master's degree in Management Studies from Sydenham Institute of Management and Research (SIMSREE), Mumbai. Surjitt Singh Arora has more than 16 years of rich work experience in the Equity Markets including over 6 years in the asset management industry. In his last stint, Surjitt was Head - PMS and Principal Officer with Tata Asset Management. Prior to that he was with Tata Mutual Fund as Equity Research Analyst.
Fund manager

mohit khanna

Fund Manager
EQUITYStrategies

Mohit Khanna has been associated with the equity markets for nearly 14 years. He has covered multiple sectors as an equity analyst and has been part of the strategic fund

Mohit Khanna has been associated with the equity markets for nearly 14 years. He has covered multiple sectors as an equity analyst and has been part of the strategic fund
1OF2

Purpose

PGIM India Equity Portfolio seeks long term capital appreciation by investing in equity and equity related instruments across market capitalization with a focus on businesses that have visibility of earnings growth over the next three to four years. The investment universe comprises approximately 2000 stocks with market capitalization above Rs 500 crore and stock selection follows the PIS framework focusing on Prudence through valuation discipline and quality of earnings, Efficiency through margin expansion and stable or improving ROIC and operating cash flows, Scalability through capacity expansion, growing total addressable markets and increasing market share, and Contrarian opportunities such as under owned stocks, turnaround candidates and margin of safety. The strategy focuses on megatrends shaping India�s long term growth including manufacturing and private capex, financialization, digitization, consumption growth and healthcare expansion. The portfolio follows an all cap approach and typically holds a concentrated portfolio of about 20 to 25 businesses selected using both top down megatrend analysis and bottom up fundamental research. Risk management includes position sizing discipline with single stock exposure capped at 15 percent and single sector exposure capped at 30 percent while maintaining diversification across industries. Past stock examples include HDFC Asset Management Company and Artemis Medicare Services identified through megatrend opportunities. Sector agnostic. Market cap agnostic.

Investment Approach v/s Benchmark Metrics

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1M IA return
-9.36%
1M benchmark return
-11.30%
Alpha
1.94%
1M Wealth multiple
0.91x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
-9.36%
1M benchmark return
-11.30%
Alpha
1.94%
1M Wealth multiple
0.91x

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Stock - Holdings

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Sector Allocation

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