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PGIM India Equity

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

About the Portfolio

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.

Investment Approach

“Disciplined bottom-up stock selection across large, mid, and small-cap segments to build a resilient, benchmark-agnostic portfolio.”

Multi-Cap Diversification

Tactical flexibility to allocate assets dynamically across different market capitalizations depending on valuation comfort.

Bottom-Up Selection

Intense proprietary research focus to discover undervalued scalable market opportunities.

Sustainable Earnings

Long-term investment perspective to compound wealth with businesses showing stable earnings visible growth catalysts.

Performance Journey

Portfolio Growth vs Benchmark

Inception CAGR
17.20%
Benchmark
NIFTY 50 TRI

FY 2023-24: 36.70% | FY 2024-25: 9.10%

TWRR Basis

Calendar Returns

202419.99%
2025-8.99%

Portfolio Snapshot

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

Sector Exposure

Top Sector: Industrials
Industrials20.43%
Information Technology16.75%
Materials12.33%
Financials12.25%
Consumer Discretionary11.69%
Health Care9.9%
Communication Services7.06%
Real Estate6.48%

Risk Metrics

Standard Deviation
Volatility measure relative to mean.
15.52%
Beta
Movement relative to broader market.
0.99
Sharpe Ratio
Risk-adjusted performance measure.
0.53
Jensen Alpha
Excess returns over benchmark index.
0.55

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.

Ideal Investor Profile

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.