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PGIM India
Phoenix Portfolio

A quality-focused mid and small-cap equity portfolio aiming for long-term capital appreciation by investing in fundamentally strong Indian companies.

Inception
01 Aug 2016
Manager
Mohit Khanna
AUM
₹56.91 Cr
Benchmark
NIFTY Smallcap 250
Type
Mid & Small Cap
Horizon
3+ Years

Performance Journey

Portfolio Growth vs Benchmark

FY 2023-24
35.86%
Strong Growth
FY 2024-25
11.9%
Steady

The portfolio has delivered steady performance with lower volatility compared to broader markets.

Calendar Returns

Returns are net of fees and charges; calculated on TWRR basis.

Market Allocation

52%Small Cap
Small Cap 91%
Mid Cap 5%
Cash 4%

Sector Exposure

High conviction bets in Industrials, Consumer, and Financials.
Industrials22.49%
Consumer Discretionary16.96%
Financials15.5%
Health Care10.51%
Information Technology10.42%
Materials9.19%
Consumer Staples3.98%
Communication Services3.68%
Real Estate3.04%

Top Portfolio Holdings

1
KPIT Technologies Ltd
4.78%
2
Power Mech Projects Ltd
4.78%
3
Electronics Mart India
4.55%
4
Timken India Ltd
4.55%
5
Dollar Industries Ltd
4.36%
6
Sansera Engineering Ltd
4.35%
7
Sai Life Sciences Ltd
4.32%
8
Karnataka Bank Ltd
4.23%
9
Gillette India Ltd
3.98%
10
Paushak Ltd
3.96%

* Holdings are indicative and may vary across client portfolios.

Investment Approach

Focus on quality mid and small-cap businesses

Bottom-up stock selection with strong fundamentals

Emphasis on earnings growth, balance-sheet strength and governance

Long-term investment horizon with disciplined risk management

Capturing high-growth opportunities

Portfolio Statistics & Risk

Weighted Avg RoCE
18.20%
(ex-financials)
Portfolio P/E
23.34
(FY27E)
Sharpe Ratio
0.47
Standard Deviation
16.81%
Beta
0.94
Jensen Alpha
0.58
Top 10 Concentration
43.86%

Is this right for you?

Investors seeking mid & small-cap growth opportunities
High risk appetite
Minimum investment horizon of 3+ years
Willingness to tolerate higher volatility

Disclaimer: Past performance may or may not be sustained in the future. Returns are calculated on a TWRR basis and are not verified by SEBI. Investments are subject to market risks.