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

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

Don’t Just Invest. Make an Informed Decision.