A quality-focused mid and small-cap equity portfolio aiming for long-term capital appreciation by investing in fundamentally strong Indian companies.
The PGIM India Phoenix Portfolio is a professionally managed equity PMS scheme designed to generate long-term capital appreciation by investing in fundamentally strong mid-cap and small-cap Indian businesses.
The portfolio follows a growth-oriented, value-conscious investment style, aiming to identify future market leaders and structural turnaround ideas that are backed by strong cash flow generator fundamentals.
“Focus on quality mid & small-cap companies through a disciplined bottom-up stock selection process.”
Emphasis on earnings growth, capital return ratios, balance-sheet strength, and strong governance standards.
Research-led stock picking to construct a highly diversified portfolio of strong growth candidates.
A strategic investment horizon of 3+ years to compound capital across economic and market cycles.
Portfolio Growth vs Benchmark
FY 2023-24: 35.86% | FY 2024-25: 11.90%
* Holdings are indicative and may vary across client portfolios.
Investors seeking mid & small-cap growth opportunities.
Comfortable with moderate to 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.