- Manager
- PGIM India Asset Management
- Service
- Discretionary
- Asset class
- Equity
Core Equity - Regular
+6.47%
1-year return
Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026
PGIM India Asset Management’s Core Equity - Regular returned 6.47% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹103 crore across its clients.
Key numbers
- AUM
- ₹103 Cr
- Benchmark
- Nifty 50 TRI
- Turnover, past year
- 1.27×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | Nifty 50 TRI | Difference |
|---|---|---|---|
| 1 month | −4.58% | −6.03% | +1.45% |
| 3 months | +2.17% | −4.91% | +7.08% |
| 6 months | +12.79% | +2.13% | +10.66% |
| 1 year | +6.47% | −7.09% | +13.56% |
| 2 years | −2.82% | −5.29% | +2.47% |
| 3 years | +6.41% | +6.06% | +0.35% |
| 4 years | +9.36% | +8.48% | +0.88% |
| 5 years | +10.70% | +6.38% | +4.32% |
| Since inception | +13.75% | +12.08% | +1.67% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity98.47%₹102 Cr
- Cash and other1.53%₹1.57 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.20 Cr
- Outflow, Sep 2026
- ₹1.01 Cr
- Net, Sep 2026
- −₹0.81 Cr
- Net, FY to date
- −₹11.31 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 1.27×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Core Equity - Regular returned?
6.47% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.58%; 3 months: 2.17%; 6 months: 12.79%; 1 year: 6.47%; 2 years: −2.82%; 3 years: 6.41%; 4 years: 9.36%; 5 years: 10.70%; Since inception: 13.75%.
How has it done against its benchmark?
Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 13.56 percentage points ahead.
How much does Core Equity - Regular manage?
₹103 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Core Equity - Regular?
PGIM India Asset Management, a SEBI-registered portfolio manager (INP000006952), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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