A core equity strategy investing in high-quality Indian companies available at reasonable valuations, with the objective of long-term wealth creation.
The PGIM India Core Equity Portfolio is a core equity PMS scheme designed to generate consistent long-term wealth by investing in high-quality Indian companies that are available at reasonable valuations.
The portfolio follows a growth-oriented, value-conscious investment style, aiming to identify core market leaders and structural ideas that are backed by strong cash flow generators.
“Value discipline - Quality at a Reasonable Price (GARP) bottom-up stock selection across sectors.”
Focus on high-quality companies displaying sustainable competitive advantages and proven operational metrics.
Meticulous valuation screening to buy strong growth opportunities at attractive or reasonable prices.
Construct a concentrated, risk-managed portfolio designed to perform steadily across market cycles.
Portfolio Growth vs Benchmark
FY 2023-24: 29.91% | FY 2024-25: 6.18%
* Holdings are indicative and may vary across client portfolios.
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.