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.

PGIM India - Core Equity Portfolio

PGIM India
Multi Cap AND Flexi Cap

89
Out of 143*
Compare
Share

Portfolio age13 years, 2 months

3.15%

2.36%

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 31/07/2026)

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 (4.79%)

Allocation by Market Cap

Small Cap (19.78%)

Mid Cap (31.64%)

Large Cap (41.6%)

Sector Holdings

Financial Services19.36%
Healthcare14.41%
Automobile and Auto Components12.2%
Chemicals9.36%
Capital Goods8.22%

Stock Holdings

360 One Wam Limited5.28%
Shriram Finance Limited5.26%
The Phoenix Mills Ltd.5.25%
Bosch Ltd5.09%
AXIS Bank Ltd.4.84%

PORTFOLIO MANAGERS

Mohit Khanna

Manager Rank176 Out of 194
i
Rank is based on 3-year return
Schemes Managed3
Total AUM249.64000000000001
Highest Return In 1 Yr1.46%

Profile

Mohit Khanna is Portfolio Manager and Principal Officer – PMS at PGIM India AMC. He brings with him over 15 years of experience in investment management. Prior to joining PGIM India AMC, he was Fund Manager at Purnartha Investment Advisors. In his previous stints, he has worked at Banyan Capital Advisors and Future Generali Insurance. Mohit's academic background includes two MBA degrees. He holds an Executive MBA in Finance from the Indian Institute of Management (IIM) Calcutta and a full-time MBA in Financial Planning from the International College of Financial Planning (ICoFP) in Delhi. He also holds Certified Financial Planner (CFP) certification under his belt.

Other Schemes

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PGIM India - Core Equity Portfolio

AUM (₹ Cr)

₹106.28 Cr

Hurdle Rate

10.00% or 8.00%

Benchmark

Nifty 50 TRI

FUND SUMMARY

AUM (₹ Cr)

106.28

(As on Jul, 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

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.