PGIM India Mutual Fund - Fund Manager
Qualification: CFA (AIMR, USA); MBA (Finance); BBA . Experience:Collectively over 12 years of experience in financial markets, primarily in equity research: April 2023 onwards - PGIM India Asset Management Private Limited - Dedicated Fund Manager for Overseas Investments February 2022 to March 2023 - PGIM India Asset Management Private Limited - Equity Research February 2020 to January 2022 - TCG Advisory - Equity Research December 2018 to February 2020 - Axis Capital Limited - Institutional Equities Research September 2016 to December 2018 - SBICAP Securities Limited - Institutional Equities Research January 2013 to May 2016 - Essex Profit Enhancement Private Limited - Management Consulting Research
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
PGIM India GEO Fund (G) | Other: FoFs Overseas | 1361.15 |
PGIM India Flexi Cap Fund (G) | Equity: Flexi Cap | 5928.21 |
PGIM India Emerging Markets Equity Fund (G) | Other: FoFs Overseas | 106.95 |
PGIM India Hybrid Equity Fund (G) | Hybrid: Aggressive Hybrid | 210.01 |
PGIM India Balanced Advantage Fund (G) | Hybrid: Dynamic Asset Allocation or Balanced Advantage | 1227.68 |
PGIM India Small Cap Fund (G) | Equity: Small Cap | 1466.88 |
PGIM India Global Select Real Estate Securities Fund of Fund (G) | Other: FoFs Overseas | 69.83 |
PGIM India Small Cap Fund (IDCW) | Equity: Small Cap | 1466.88 |
PGIM India Global Select Real Estate Securities Fund of Fund (IDCW) | Other: FoFs Overseas | 101.31 |
PGIM India Balanced Advantage Fund (IDCW) | Hybrid: Dynamic Asset Allocation or Balanced Advantage | 1227.68 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| PGIM Jennison Global Equity Opportunities Fund | 13.22% |
| ICICI Bank Ltd. | 5.04% |
| HDFC Bank Ltd. | 4.82% |
| Reliance Industries Ltd. | 4.44% |
| Max Healthcare Institute Ltd | 2.21% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| PGIM India GEO Fund (G) | 8.13% | 15.6% | 25.32% | 43.48% | 4.58% | 16.67% | 10.47% |
| PGIM India Flexi Cap Fund (G) | 3.32% | 8.61% | 11.36% | 25.78% | 15.29% | 20.2% | 13.32% |
| PGIM India Emerging Markets Equity Fund (G) | 4.18% | 8.81% | 16.17% | 15.76% | -11.48% | -0.27% | 1.71% |
| PGIM India Hybrid Equity Fund (G) | 3.31% | 7.51% | 10.31% | 21.05% | 10.87% | 11.71% | 12.79% |
| PGIM India Balanced Advantage Fund (G) | 1.3% | 5.31% | 5.81% | 16.37% | 9.58% | N/A | 9.72% |
| PGIM India Small Cap Fund (G) | 1.95% | 6.17% | 14.96% | 31.53% | N/A | N/A | 12.62% |
| PGIM India Global Select Real Estate Securities Fund of Fund (G) | 0.76% | 6.14% | 7.36% | 3.66% | N/A | N/A | -3.01% |
| PGIM India Small Cap Fund (IDCW) | 1.95% | 6.17% | 14.96% | 31.53% | N/A | N/A | 12.62% |
| PGIM India Global Select Real Estate Securities Fund of Fund (IDCW) | 7.69% | 13.37% | -0.11% | -5.23% | N/A | N/A | -6.64% |
| PGIM India Balanced Advantage Fund (IDCW) | 1.34% | 5.32% | 5.87% | 16.4% | 9.61% | N/A | 9.75% |
Fund Performance
Sector Weights
Aum Movement
Fund Manager History
