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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
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    Out of 146*
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Portfolio age13 years, 4 months
3.8%
-1.14%
Hurdle Rate**10.00% or 8.00%
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

TRAILING PERFORMANCE

(As on 31/08/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (2.03%)
Allocation by Market Cap
Small Cap (17.96%)
Mid Cap (39.5%)
Large Cap (39.27%)
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

No data found

FUND SUMMARY

AUM (₹ Cr)
108.88
(As on Aug, 2026)
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

FEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50% or 0%
Hurdle Rate
10.00% or 8.00%
Profit Sharing
20% Profit share above 10% Hurdle or 20% Profit sharing above 8% Hurdle
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INVESTMENT 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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PEER ANALYSIS

  • table
  • Grid
Compare
PGIM India - Core Equity Portfolio
AUM (₹ Cr)
₹108.88 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
Nifty 50 TRI
Category Rank
100 Out of 286
Fixed Fee
2.50%
Scheme Return
3.8%
Benchmark Return
-1.14%
Quant Strategy
AUM (₹ Cr)
₹6.63 Cr
Hurdle Rate
6.00%
Benchmark
BSE 500 TRI
Category Rank
1 Out of 286
Fixed Fee
1.75%
Scheme Return
14.73%
Benchmark Return
-0.09%
Momentum 20 Pms Fund
AUM (₹ Cr)
₹7.54 Cr
Hurdle Rate
No Option
Benchmark
BSE 500 TRI
Category Rank
2 Out of 286
Fixed Fee
2.00%
Scheme Return
14.46%
Benchmark Return
-0.09%
Jainam Value Maxima
AUM (₹ Cr)
₹0.62 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 286
Fixed Fee
2.50%
Scheme Return
12.3%
Benchmark Return
-1.2%
Accelt Long Term Equity Fund
AUM (₹ Cr)
₹14.03 Cr
Hurdle Rate
12.00%
Benchmark
BSE 500 TRI
Category Rank
4 Out of 286
Fixed Fee
No Option
Scheme Return
11.32%
Benchmark Return
-0.09%
BB Money Plant
AUM (₹ Cr)
₹33.29 Cr
Hurdle Rate
8.00%
Benchmark
BSE 500 TRI
Category Rank
5 Out of 286
Fixed Fee
2.50%
Scheme Return
11.15%
Benchmark Return
-0.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

PGIM India
PGIM India manages assets worth Rs 307.60 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap, 1 Small And Mid Cap and 1 Thematic schemes.

AUM (₹ cr)

307.60 (As on Aug, 2026)

Number of Schemes

3
Schemes From This AMC
  • table
  • Grid
Compare
PGIM India - Core Equity Portfolio
AUM (₹ Cr)
₹108.88 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
100 Out of 286
Fixed Fee
2.50%
Scheme Return
3.8%
Benchmark Return
-1.14%
PGIM India - Phoenix Portfolio
AUM (₹ Cr)
₹62.43 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
Nifty 50 TRI
Category
Small AND Mid Cap
Category Rank
27 Out of 64
Fixed Fee
2.50%
Scheme Return
3.66%
Benchmark Return
-1.14%
Equity Portfolio
AUM (₹ Cr)
₹79.69 Cr
Hurdle Rate
10.00% or 8.00%
Benchmark
Nifty 50 TRI
Category
Thematic
Category Rank
6 Out of 20
Fixed Fee
2.50%
Scheme Return
3.44%
Benchmark Return
-1.14%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of PGIM India - Core Equity Portfolio?
The hurdle rate of PGIM India - Core Equity Portfolio is 10.00% or 8.00%.
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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