PGIM India Asset Management Private Limited • Equity
PGIM India Phoenix Portfolio is an equity portfolio management service (PMS) strategy run by PGIM India Asset Management Private Limited, launched on 1 Aug 2016. As of 30 Sep 2026, it manages ₹59.92 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +1.43% over 1 year, +6.47% over 3 years and +11.05% over 5 years (+12.01% since inception). Over 3 years, the Nifty 50 TRI returned +6.06%, so the strategy is 0.41 percentage points ahead of its benchmark. Its 3-year return ranks 142nd 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: Narnolia Fusion Opportunity Fund (+6.54%), Axis Brand Equity Portfolio (+6.47%), PGIM India Core Equity Portfolio (+6.41%), ICICI Prudential PMS Enterprising India Strategy (+6.32%).
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 | -3.59% |
| 3 Months | -0.39% |
| 1 Year | +1.43% |
| 3 Years | +6.47% |
| 5 Years | +11.05% |
| Since Inception | +12.01% |
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 Phoenix Portfolio has a 1-year return of +1.43%, a 3-year return of +6.47%, a 5-year return of +11.05% and +12.01% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, PGIM India Phoenix Portfolio returned +11.05% against +6.38% for the Nifty 50 TRI, 4.67 percentage points ahead. Over 3 years it returned +6.47% against +6.06%; Over 1 year it returned +1.43% 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 Phoenix Portfolio's 3-year return of +6.47% ranks 142nd as of 30 Sep 2026.
PGIM India Phoenix Portfolio is managed by Mohit Khanna at PGIM India. The strategy manages ₹59.92 Cr of client assets as of 30 Sep 2026.
PGIM India Phoenix Portfolio manages ₹59.92 Cr of client assets as of 30 Sep 2026.
The minimum investment for PGIM India Phoenix Portfolio is ₹50 Lakhs.
PGIM India Phoenix Portfolio was launched on 1 Aug 2016. It has a 10-year track record.
Description
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