AIF · Equity · CAT III - LONG ONLY - MULTI CAP & FLEXI CAP
P G IM India Equity Growth Opportunities Fund - Series I
IRRSince inception7.78%
1Y return-3.79%
Minimum investment₹1 Crore
Fund age2 yrs
Fund Manager
Anniruddha Naha
Anniruddha Naha
Fund Manager, AIF, PGIM India
Aniruddha Naha joined PGIM India in April 2018 and is currently CIO – Alternatives. He has over 22 years of experience in the equity and debt market. Aniruddha holds a Masters degree in Finance & Control, Delhi University. Aniruddha’s stock selection philosophy is based on the Growth at Reasonable Price (GARP) principle. He is a strong advocate of managing funds through a well-defined process led strategy with equal emphasis on strong risk management practices. This enables him to focus on consistency of performance over longer term and also protect downside in his pursuit of alpha generation. Risk-adjusted returns become the key outcome metric for such a research and process based approach
Managing AUM₹392 Cr
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
P G IM India Equity Growth Opportunities Fund Series I—−3.79%−2.30%——7.78%
NIFTY 500 Index−8.38%3.37%0.84%——12.91%
Excess over benchmark—−7.16%−3.14%——−5.13%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date.
Risk : What you take on to earn the return
Volatility
16.23%
Benchmark approx 16.01%
A standard deviation reflecting historical swings.
Sensitivity
0.83
Beta vs benchmark 1.00 · 17% less reactive
How strongly the scheme moves with the index.
Risk-reward
−0.45
Sharpe
Excess return gained per unit of volatility.
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