PGIM INDIA EQUITY PORTFOLIO
86.69 CR AUM
PGIM INDIA EQUITY PORTFOLIO
86.69 CR AUM

surjitt singh arora

mohit khanna
Purpose
PGIM India Equity Portfolio seeks long term capital appreciation by investing in equity and equity related instruments across market capitalization with a focus on businesses that have visibility of earnings growth over the next three to four years. The investment universe comprises approximately 2000 stocks with market capitalization above Rs 500 crore and stock selection follows the PIS framework focusing on Prudence through valuation discipline and quality of earnings, Efficiency through margin expansion and stable or improving ROIC and operating cash flows, Scalability through capacity expansion, growing total addressable markets and increasing market share, and Contrarian opportunities such as under owned stocks, turnaround candidates and margin of safety. The strategy focuses on megatrends shaping India�s long term growth including manufacturing and private capex, financialization, digitization, consumption growth and healthcare expansion. The portfolio follows an all cap approach and typically holds a concentrated portfolio of about 20 to 25 businesses selected using both top down megatrend analysis and bottom up fundamental research. Risk management includes position sizing discipline with single stock exposure capped at 15 percent and single sector exposure capped at 30 percent while maintaining diversification across industries. Past stock examples include HDFC Asset Management Company and Artemis Medicare Services identified through megatrend opportunities. Sector agnostic. Market cap agnostic.
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