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PGIM India
Equity Portfolio

A diversified multi-cap equity portfolio aiming for long-term capital appreciation through a disciplined, research-driven approach.

Inception
19 Jan 2023
Manager
Mohit Khanna
AUM
₹120.14 Cr
Benchmark
NIFTY 50 TRI
Type
Multi-Cap
Horizon
3+ Years

Performance Journey

Portfolio Growth vs Benchmark

FY 2023-24
36.7%
Strong Growth
FY 2024-25
9.1%
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

76%Large Cap
Large Cap 18%
Mid Cap 26%
Small Cap 52%
Cash 3%

Sector Exposure

Diversified exposure with strong focus on Industrials, IT, and Financials.
Industrials20.43%
Information Technology16.75%
Materials12.33%
Financials12.25%
Consumer Discretionary11.69%
Health Care9.9%
Communication Services7.06%
Real Estate6.48%

Top Portfolio Holdings

1
Bharti Airtel Ltd
7.06%
2
Shaily Engineering Plastics
4.92%
3
360 ONE WAM Ltd
4.80%
4
HBL Engineering Ltd
4.80%
5
Jubilant Foodworks Ltd
4.74%
6
Blackbuck Ltd
4.53%
7
Tata Steel Ltd
4.29%
8
Kaynes Technology India
4.23%
9
RateGain Travel Technologies
4.23%
10
Timken India Ltd
4.02%

* Holdings are indicative and may vary across client portfolios.

Investment Approach

Bottom-up stock selection across market capitalisations

Focus on companies with strong business models and scalability

Emphasis on sustainable earnings growth and valuation discipline

Active portfolio management with risk controls

Research-driven disciplined processes

Portfolio Statistics & Risk

Weighted Avg RoCE
19.63%
(ex-financials)
Portfolio P/E
33.25
(FY27E)
Sharpe Ratio
0.53
Standard Deviation
15.52%
Beta
0.99
Jensen Alpha
0.55
Top 10 Concentration
47.62%

Is this right for you?

Investors seeking diversified multi-cap exposure
Moderate to high risk appetite
Minimum investment horizon of 3 years
Objective of long-term capital appreciation

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.