Overview
PGIM India Equity Portfolio – Series II seeks to generate returns by investing in a portfolio of predominantly quality stocks with good fundamentals.
Investment Approach
Investment Objective
PGIM India Equity Portfolio – Series II seeks to generate returns by investing in a portfolio of predominantly quality stocks with good fundamentals.
Types of Securities
Funds would be predominantly invested in listed equity and equity related instruments.
Basis of selection
The portfolio will identify and invest in quality companies with strong fundamentals. These companies will be evaluated on safety, growth and prevailing valuations parameters before including in the portfolio. The fund manager may rely on ratios like ROCE, ROE, operating cash flow among other parameters to evaluate the company
Allocation of portfolio across types of securities:
The number of stocks is not expected to go beyond 10-15 stocks under normal market conditions. Pending deployment of funds of the portfolio in securities in terms of the investment objective, the funds of the portfolio may be parked in short term deposits of scheduled commercial banks or in the liquid and debt schemes of PGIM India Mutual Fund.
Indicative tenure or investment horizon:
Relatively smaller companies usually take time to grow and establish themselves in their respective segments. Hence, this portfolio requires a longer holding period. Hence, this portfolio is suitable for investors with investment horizon of at least 3 years.
Risk associated with the investment approach:
Please refer to disclosure document.
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