PGIM INDIA CORE EQUITY PORTFOLIO
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +1.86%
- 3M
- +0.82%
- 6M
- +0.86%
- 9M
- —
- 1Y
- +2.34%
- 2Y
- +2.37%
- 3Y
- +8.69%
- 4Y
- +11.65%
- 5Y
- +12.46%
- Since Inception
- +13.99%
- Strategy AUM
- ₹108 Cr
- Benchmark
- Nifty 50 TRI
Performance vs Benchmark
Strategy vs Nifty 50 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +1.86% | −1.72% | +3.58% |
| 3 Months | +0.82% | −6.30% | +7.12% |
| 6 Months | +0.86% | −9.87% | +10.73% |
| 1 Year | +2.34% | −3.84% | +6.18% |
| 2 Years | +2.37% | +3.35% | −0.98% |
| 3 Years | +8.69% | +9.53% | −0.84% |
| 4 Years | +11.65% | +10.37% | +1.28% |
| 5 Years | +12.46% | +9.87% | +2.59% |
| Since Inception | +13.99% | +12.71% | +1.28% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +1.86% | −1.72% | +3.58% |
| Apr-2026 | +9.00% | +7.49% | +1.51% |
| Mar-2026 | −9.18% | −11.30% | +2.12% |
| Feb-2026 | +3.67% | −0.51% | +4.18% |
| Jan-2026 | −3.01% | −3.04% | +0.03% |
| Dec-2025 | −0.52% | −0.28% | −0.24% |
| Nov-2025 | +0.47% | +1.92% | −1.45% |
| Oct-2025 | +3.42% | +4.62% | −1.20% |
| Sep-2025 | −1.78% | +0.77% | −2.55% |
| Aug-2025 | −3.89% | −1.21% | −2.68% |
| Jul-2025 | −1.08% | −2.77% | +1.69% |
| Jun-2025 | +4.59% | +3.37% | +1.22% |
| May-2025 | +2.98% | +1.92% | +1.06% |
Strategy Details
APMI fact sheet
- Inception
- 08 Jul 2013
- Age
- 12.10 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 1.52×
- Turnover (1M)
- 0.08×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
PGIM India Core Equity Portfolio seeks to generate returnsby investing in a portfolio of quality companies that are available at reasonablevaluations and have the potential of superior wealth creation over long term.
Fund Managers
1 manager
Name
Mohit Khanna
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- Not disclosed
- Variable fees
- Not disclosed
- Exit load
- Not disclosed
APMI does not publish a fee schedule for this strategy — confirm fees with the portfolio manager.
PMS Industry — SEBI
Latest monthly aggregate
- Total PMS AUM
- ₹44.11 Lakh Cr
- Total clients
- 2,23,279
- Discretionary
- ₹37.37 Lakh Cr
- Period
- july-2026
Industry AUM by asset class (top 5)
- Plain Debt Listed₹28.98 Lakh Cr
- Listed Equity₹7.60 Lakh Cr
- Plain Debt Unlisted₹5.00 Lakh Cr
- Mutual Funds₹1.93 Lakh Cr
- Others₹40,423 Cr
About
- Provider
- PGIM India Asset Management Private Limited
- Strategy
- PGIM INDIA CORE EQUITY PORTFOLIO
- Benchmark
- Nifty 50 TRI
- Source
- APMI
Strategy performance, AUM, fees and fund-manager details are sourced from APMI (Association of Portfolio Managers in India); industry aggregates are from SEBI’s monthly PMS disclosures. Returns beyond one year are annualised; past performance is not indicative of future results, and a PMS strategy carries no capital guarantee. For information only, not investment advice.