PGIM India Asset Management Private Limited • Equity
PGIM India Equity Portfolio Series II is an equity portfolio management service (PMS) strategy run by PGIM India Asset Management Private Limited, launched on 19 Jun 2023. As of 30 Sep 2026, it manages ₹80.3 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +13.22% over 1 year and +6.76% over 3 years (+10.57% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 0.70 percentage points ahead of its benchmark. Its 3-year return ranks 138th of 220 PMS strategies benchmarked to the Nifty 50 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mohit Khanna.
Ranked nearby on 3-year return: Edelweiss Focused Mid and Small Cap Portfolio Approach (+7.00%), Edelweiss Focused Mid and Small Cap Portfolio - Series II (+6.88%), Axis Core & Satellite Portfolio (+6.63%), 360 ONE Equity Large Cap Oriented (+6.57%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -1.10% |
| 3 Months | +6.22% |
| 1 Year | +13.22% |
| 3 Years | +6.76% |
| Since Inception | +10.57% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callPGIM India Equity Portfolio Series II has a 1-year return of +13.22%, a 3-year return of +6.76% and +10.57% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, PGIM India Equity Portfolio Series II returned +6.76% against +6.06% for the Nifty 50 TRI, 0.70 percentage points ahead. Over 1 year it returned +13.22% against -7.09%. Figures as of 30 Sep 2026.
Among 220 PMS strategies benchmarked to the Nifty 50 TRI with a 3-year track record, PGIM India Equity Portfolio Series II's 3-year return of +6.76% ranks 138th as of 30 Sep 2026.
PGIM India Equity Portfolio Series II is managed by Mohit Khanna at PGIM India. The strategy manages ₹80.3 Cr of client assets as of 30 Sep 2026.
PGIM India Equity Portfolio Series II manages ₹80.3 Cr of client assets as of 30 Sep 2026.
The minimum investment for PGIM India Equity Portfolio Series II is ₹50 Lakhs.
PGIM India Equity Portfolio Series II was launched on 19 Jun 2023. It has a 3-year track record.
Description
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