AIF · Equity · CAT III - LONG ONLY - SMALL CAP
PGIM India Equity Growth Opportunities Fund - Series II
Fund size₹334 Cr
IRRSince inception-4.92%
1Y return-6.36%
Fund age6 mo
Fund Manager
Mr. Aniruddha Naha
Mr. Aniruddha Naha
Fund Managed By AIF, PGIM India
Aniruddha Naha is a seasoned investment professional with over 22 years of expertise in the equity markets. He is currently serving as the Chief Investment Officer for Alternatives at PGIM India AMC. Aniruddha holds a Master's degree in Finance & Control from Delhi University. His extensive career includes a stint as Head of Equities at PGIM India Mutual Fund. In his previous roles, he was the Head of Portfolio Management Services (PMS) at Avendus Wealth Management. He has also worked as a Fund Manager at IDFC AMC (now Bandhan AMC), and before that, as a Portfolio Manager at Mirae Asset Global Investment in Hong Kong. Aniruddha began his career in fund management at DSP Investment Managers.
Managing AUM₹334 Cr
Growth of₹Cr
PGIM India Equity Growth Opportunities Fund Series II
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
PGIM India Equity Growth Opportunities Fund Series II—−6.36%———−4.92%
NIFTY Smallcap 250 Index−11.66%5.71%———−0.38%
Excess over benchmark—−12.07%———−4.54%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 30 Apr 2025.
Risk : What you take on to earn the return
Volatility
30.54%
Benchmark approx 21.04%
A standard deviation reflecting historical swings.
Sensitivity
1.29
Beta vs benchmark 1.00 · 29% more reactive
How strongly the scheme moves with the index.
Risk-reward
−0.13
Sharpe
Excess return gained per unit of volatility.
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · Simple
Fixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Performance Linked
Fixed Management FeeNone
Performance Fee20% of profit
Hurdle RateAbove 10%
No exit load. Lock-in: Nil.
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