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.

Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
PGIM India Core Equity Portfolio | -3.51% | -3.05% | 11.33% | 11.48% | 13.80% | 24.81% | 13.12% | - | 15.36% |
Nifty 50 TRI | -2.74% | -3.09% | 6.52% | 7.01% | 5.15% | 19.31% | 14.28% | - | 13.48% |
Portfolio Holdings
Holding | % |
---|---|
VST Tillers & Tractors | 7.50 |
Maruti Suzuki India Ltd | 6.00 |
Computer Age Management System | 6.00 |
FDC Ltd | 6.00 |
Eureka Forbes | 6.00 |
Bharat Electronics | 5.00 |
Timken India Ltd | 3.00 |
Mphasis | 3.50 |
Powergrid Corporation of India | 4.50 |
Vardhman Textiles Ltd | 4.50 |
Phoenix Mills Ltd | 2.00 |
Astral Ltd | 4.00 |
PI Industries | 5.50 |
Syngene International | 6.00 |
ICICI Lombard Ltd | 5.00 |
Hindustan Unilever Ltd | 5.00 |
Nestle India Ltd | 5.00 |
Oracle Financial Services Software Ltd | 4.00 |
Havells | 5.00 |
Top 19 Equity Holdings | 93.50 |
Sector Allocation
Holding | % |
---|---|
FMCG | 6.00 |
Auto & Ancillaries | 7.00 |
Engineering | 8.50 |
Information Technology Services / Products | 9.50 |
Pharamaceuticals | 10.75 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 36.13 |
Mid Cap | 28.16 |
Small Cap | 29.63 |
Cash | 6.29 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 31 Oct 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.