PGIM India Core 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

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.

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

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 Portfolio6.0%3.2%0.1%10.0%17.3%24.1%9.8%-15.0%
Nifty 50 TRI4.1%2.4%0.5%6.9%12.4%23.8%12.3%-13.5%

Portfolio Holdings

Holding %
VST Tillers & Tractors 7.00
Astral Ltd 6.00
Maruti Suzuki 6.00
State Bank of India 5.00
Powergrid Corporation of India 4.50
Bharat Electronics 4.50
Vardhman Textiles Ltd 4.50
Infosys 4.50
Phoenix Mills Ltd 4.50
ACC Ltd 4.50
Timken India Ltd 4.50
ICICI Bank Ltd 4.50
Eicher Motors Ltd 4.00
ITC Ltd 4.00
Cummins India 4.00
Navin Flourine Ltd 4.00
Escorts Kubota 4.00
PI Industries 4.00
CRISIL Ltd 3.50
KEI Industries Ltd 3.50
MCX Ltd 3.00
Oracle Financial Services Software Ltd 3.00
Top 22 Equity Holdings 97.00

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 37.6
Mid Cap 41.5
Small Cap 17.3
Cash 3.7

Do Not Simply Invest, Make Informed Decisions


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#Returns as of 30 Apr 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.

Related Investment(s)

Do Not Simply Invest, Make Informed Decisions