The portfolio attempts to enhance the chances of investment success, and is built with the twin objectives of giving the client a set of strong companies, purchased at prices that are not exorbitantly high, thereby minimizing permanent capital loss to the investor.
PGIM India Core Equity Portfolio PMS
Key Attributes
Inception Date: 08th July, 2013
Fund Manager Name: Mr. Himanshu Upadhyay
Fund Manager Experience: 11+ years
Fund Manager Qualification: PGDM from IIM Kozhikode and B.Tech from NIT Hamirpur
Investment Objective
Portfolio Strategy
- Only Value stocks
- Market-cap & Sector agnostic
- Invest when good-business is in temporary bad-time
- Exit when price goes beyond its worth
- Churn when superior opportunity available
- Long-term approach
