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PGIM India
Core Equity Portfolio

A core equity strategy investing in high-quality Indian companies available at reasonable valuations, with the objective of long-term wealth creation.

Inception
08 Jul 2013
Manager
Mohit Khanna
AUM
₹119.15 Cr
Benchmark
NIFTY 50 TRI
Strategy
Core / Multi-Cap
Horizon
3+ Years

Performance Journey

Portfolio Growth vs Benchmark

FY 2023-24
29.91%
Strong Growth
FY 2024-25
6.18%
Steady

The portfolio has delivered steady performance with lower volatility compared to broader markets.

Calendar Returns

Returns are net of fees and charges; calculated on TWRR basis.

Market Allocation

62%Large Cap
Large Cap 62%
Mid Cap 27%
Small Cap 7%
Cash 3%

Sector Exposure

Financials20.92%
Consumer Discretionary15.1%
Materials14.02%
Health Care13.04%
Industrials11.02%
Information Technology8.22%
Energy5.77%
Real Estate4.38%
Consumer Staples3.92%

Top Portfolio Holdings

1
Shriram Finance Ltd
5.88%
2
Reliance Industries Ltd
5.77%
3
Axis Bank Ltd
5.27%
4
HDFC Life Insurance Co Ltd
5.16%
5
UltraTech Cement Ltd
4.70%
6
Divi’s Laboratories Ltd
4.66%
7
Bajaj Finance Ltd
4.61%
8
KEI Industries Ltd
4.56%
9
The Phoenix Mills Ltd
4.38%
10
Tech Mahindra Ltd
4.25%

* Holdings are indicative and may vary across client portfolios.

Investment Approach

Focus on high-quality companies with strong competitive advantages

Valuation discipline: quality at reasonable price

Bottom-up stock selection across sectors

Long-term investment horizon with risk-aware portfolio construction

Portfolio Statistics & Risk

Weighted Avg RoCE
21.04%
(ex-financials)
Portfolio P/E
33.91
(FY27E)
Sharpe Ratio
0.41
Standard Deviation
12.76%
Beta
0.88
Jensen Alpha
-1.61
Top 10 Concentration
49.24%

Is this right for you?

Investors seeking a core equity PMS
Moderate risk appetite
Minimum investment horizon of 3+ years
Preference for stability with long-term growth

Disclaimer: Past performance may or may not be sustained in the future. Returns are calculated on a TWRR basis and are not verified by SEBI. Investments are subject to market risks.