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

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 Mar 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.


Related Investment(s)

Do Not Simply Invest, Make Informed Decisions

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