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