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PGIM India Core Equity

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

About the Portfolio

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.

Investment Approach

“Value discipline - Quality at a Reasonable Price (GARP) bottom-up stock selection across sectors.”

Quality Leaders

Focus on high-quality companies displaying sustainable competitive advantages and proven operational metrics.

Valuation Comfort

Meticulous valuation screening to buy strong growth opportunities at attractive or reasonable prices.

Long-Term Wealth

Construct a concentrated, risk-managed portfolio designed to perform steadily across market cycles.

Performance Journey

Portfolio Growth vs Benchmark

Inception CAGR
17.20%
Benchmark
NIFTY 50 TRI

FY 2023-24: 29.91% | FY 2024-25: 6.18%

TWRR Basis

Calendar Returns

202135.22%
202210.37%
202323.37%
202415.65%
2025-3.60%

Portfolio Snapshot

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

Sector Exposure

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

Risk Metrics

Standard Deviation
Volatility measure relative to mean.
12.76%
Beta
Movement relative to broader market.
0.88
Sharpe Ratio
Risk-adjusted performance measure.
0.41
Jensen Alpha
Excess returns over benchmark index.
-1.61

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.

Ideal Investor Profile

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.