A diversified multi-cap equity portfolio aiming for long-term capital appreciation through a disciplined, research-driven approach.
The PGIM India Equity Portfolio is a diversified multi-cap PMS scheme designed to generate consistent long-term capital appreciation by investing in fundamentally strong companies across large-cap, mid-cap, and small-cap segments.
By utilizing deep bottom-up research, the investment team seeks out scalable businesses with stable growth attributes, strong return ratios, and experienced corporate governance.
“Disciplined bottom-up stock selection across large, mid, and small-cap segments to build a resilient, benchmark-agnostic portfolio.”
Tactical flexibility to allocate assets dynamically across different market capitalizations depending on valuation comfort.
Intense proprietary research focus to discover undervalued scalable market opportunities.
Long-term investment perspective to compound wealth with businesses showing stable earnings visible growth catalysts.
Portfolio Growth vs Benchmark
FY 2023-24: 36.70% | FY 2024-25: 9.10%
* Holdings are indicative and may vary across client portfolios.
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.