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PGIM INDIA CORE EQUITY PORTFOLIO

PGIM India Asset Management Private Limited

108.74 CR AUM

PGIM INDIA CORE EQUITY PORTFOLIO

PGIM INDIA CORE EQUITY PORTFOLIO

PGIM India Asset Management Private Limited

108.74 CR AUM

Nifty 50 TRI
Benchmark
12yr 10mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Nifty 50 TRI
Benchmark
12yr 10mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

surjitt singh arora

Fund Manager
EQUITYStrategies

Surjitt Singh Arora is Portfolio Manager � Portfolio Management Services at PGIM India Asset Management Private Limited. He is the Portfolio Manager for PGIM India Phoenix Portfolio and PGIM India Core Equity Portfolio. Surjitt holds a Bachelor's degree in Management Studies from Sydenham College, Mumbai and a Master's degree in Management Studies from Sydenham Institute of Management and Research (SIMSREE), Mumbai. Surjitt Singh Arora has more than 16 years of rich work experience in the Equity Markets including over 6 years in the asset management industry. In his last stint, Surjitt was Head - PMS and Principal Officer with Tata Asset Management. Prior to that he was with Tata Mutual Fund as Equity Research Analyst.

Surjitt Singh Arora is Portfolio Manager � Portfolio Management Services at PGIM India Asset Management Private Limited. He is the Portfolio Manager for PGIM India Phoenix Portfolio and PGIM India Core Equity Portfolio. Surjitt holds a Bachelor's degree in Management Studies from Sydenham College, Mumbai and a Master's degree in Management Studies from Sydenham Institute of Management and Research (SIMSREE), Mumbai. Surjitt Singh Arora has more than 16 years of rich work experience in the Equity Markets including over 6 years in the asset management industry. In his last stint, Surjitt was Head - PMS and Principal Officer with Tata Asset Management. Prior to that he was with Tata Mutual Fund as Equity Research Analyst.
Fund manager

mohit khanna

Fund Manager
EQUITYStrategies

Mohit Khanna has been associated with the equity markets for nearly 14 years. He has covered multiple sectors as an equity analyst and has been part of the strategic fund

Mohit Khanna has been associated with the equity markets for nearly 14 years. He has covered multiple sectors as an equity analyst and has been part of the strategic fund
1OF2

Purpose

PGIM India Core Equity Portfolio seeks to generate long term wealth creation by investing in a portfolio of quality companies available at reasonable valuations with strong fundamentals, proven business models, and the ability to generate superior cash flows over time. The strategy follows the PIS framework focusing on Integrity of management and promoter track record, Prudence through valuation discipline and optimal position sizing, and Scalability through long term growth potential and expanding market opportunity. The investment universe consists of approximately 2000 listed stocks with market capitalisation above Rs. 500 crore and the portfolio follows a multicap approach with diversified allocation across large cap, mid cap and small cap companies. The portfolio focuses on companies with stable or improving operating cash flows, high ROCE or ROIC, low debt levels, margin expansion potential and reasonable valuations using metrics such as P E, P B, EV EBITDA and PEG. Stock selection may include contrarian or under owned opportunities, turnaround candidates and companies benefiting from capacity expansion, increasing market share or growing total addressable markets. The portfolio is relatively concentrated with single stock exposure capped at 15 percent and single sector exposure capped at 30 percent while maintaining diversification across themes and supply chain linkages. Sector agnostic. Market cap agnostic.

Investment Approach v/s Benchmark Metrics

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1M IA return
9.00%
1M benchmark return
7.49%
Alpha
1.51%
1M Wealth multiple
1.09x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
9.00%
1M benchmark return
7.49%
Alpha
1.51%
1M Wealth multiple
1.09x

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Stock - Holdings

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Sector Allocation

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