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PGIM India - Core Equity Portfolio
PGIM India - Core Equity Portfolio

PGIM India - Core Equity Portfolio

  • PGIM India
  • Multi Cap AND Flexi Cap
  • 74
    Out of 118*
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PMS Bazaar
Portfolio age12 years, 5 months
3.42%
4.62%
Hurdle Rate**10% or 8%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (7.77%)
Allocation by Market Cap
Small Cap (11.28%)
Mid Cap (23.45%)
Large Cap (51.99%)
Sector Holdings
  • Financial Services14.02%
  • Healthcare13.45%
  • Capital Goods11.64%
  • Chemicals10.5%
  • Information Technology7.88%
Stock Holdings
  • Cash & Cash Equivalents7.77%
  • Bharat Rasayan Limited6.06%
  • Cummins India Ltd.5.09%
  • Divi's Laboratories Ltd.4.86%
  • Bajaj Finance Limited4.83%

bt_logoPORTFOLIO MANAGERS

Surjitt Singh Arora
  • Manager Rank151 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUM336.95
  • Highest Return In 1 Yr-3.65%
Profile

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.

Other Schemes
  • table
  • Grid
Compare
PGIM India - Core Equity Portfolio
AUM (₹ Cr)
₹128.71 Cr
Hurdle Rate
10% or 8%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
147 Out of 251
Fixed Fee
2.50%
Scheme Return
3.42%
Benchmark Return
4.62%
Equity Portfolio
AUM (₹ Cr)
₹143.20 Cr
Hurdle Rate
10% or 8%
Benchmark
Nifty 50 TRI
Category
Thematic
Category Rank
9 Out of 17
Fixed Fee
2.50%
Scheme Return
3.17%
Benchmark Return
4.62%
PGIM India - Phoenix Portfolio
AUM (₹ Cr)
₹65.04 Cr
Hurdle Rate
10% or 8%
Benchmark
Nifty 50 TRI
Category
Small AND Mid Cap
Category Rank
51 Out of 53
Fixed Fee
2.50%
Scheme Return
-0.26%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
128.71
(As on Oct, 2025)
Inception Date
Jul 08, 2013
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50% or 0%
Hurdle Rate
10% or 8%
Profit Sharing
20% Profit share above 10% Hurdle or 20% Profit sharing above 8% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

It seeks to generate returns by investing in a portfolio of quality companies that are available at reasonable valuations and have the potential of superior wealth creation over long term.

Investment Approach

The portfolio will identify and invest in companies with strong fundamentals which are available at a reasonable price when seen in light of business projections, projected cash flows and market value of assets. Such opportunities are available when companies are going through a period of temporary difficulty or are ignored by the market.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
PGIM India - Core Equity Portfolio
AUM (₹ Cr)
₹128.71 Cr
Hurdle Rate
10% or 8%
Benchmark
Nifty 50 TRI
Category Rank
148 Out of 251
Fixed Fee
2.50%
Scheme Return
3.42%
Benchmark Return
4.62%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

PGIM India
PGIM India manages assets worth Rs 368.68 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap, 1 Thematic and 1 Small And Mid Cap schemes.

AUM (₹ cr)

368.68 (As on Oct, 2025)

Number of Schemes

3
Schemes From This AMC
  • table
  • Grid
Compare
PGIM India - Core Equity Portfolio
AUM (₹ Cr)
₹128.71 Cr
Hurdle Rate
10% or 8%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
147 Out of 251
Fixed Fee
2.50%
Scheme Return
3.42%
Benchmark Return
4.62%
Equity Portfolio
AUM (₹ Cr)
₹143.20 Cr
Hurdle Rate
10% or 8%
Benchmark
Nifty 50 TRI
Category
Thematic
Category Rank
9 Out of 17
Fixed Fee
2.50%
Scheme Return
3.17%
Benchmark Return
4.62%
PGIM India - Phoenix Portfolio
AUM (₹ Cr)
₹65.04 Cr
Hurdle Rate
10% or 8%
Benchmark
Nifty 50 TRI
Category
Small AND Mid Cap
Category Rank
51 Out of 53
Fixed Fee
2.50%
Scheme Return
-0.26%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of PGIM India - Core Equity Portfolio?
The hurdle rate of PGIM India - Core Equity Portfolio is 10% or 8%.
What is the fixed fee charged in PGIM India - Core Equity Portfolio ?
The fixed fee charged in PGIM India - Core Equity Portfolio is 2.50%.
What is the variable fee charged in PGIM India - Core Equity Portfolio ?
The variable fee charged in PGIM India - Core Equity Portfolio is 1.50% or 0%.
What is the profit sharing in PGIM India - Core Equity Portfolio ?
The profit sharing in PGIM India - Core Equity Portfolio is 20% Profit share above 10% Hurdle or 20% Profit sharing above 8% Hurdle.
What is the minimum investment in PGIM India - Core Equity Portfolio ?
The minimum investment in PGIM India - Core Equity Portfolio is ₹50 Lacs
What type of scheme is PGIM India - Core Equity Portfolio?
PGIM India - Core Equity Portfolio is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of PGIM India - Core Equity Portfolio?
The inception date of PGIM India - Core Equity Portfolio is Jul 08, 2013.
What is the exit load of PGIM India - Core Equity Portfolio?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.

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