A FUND THAT HAS DELIVERED OUTLIER RETURNS
Updated: Oct 31, 2022
The Fund: PGIM India Flexi Cap Fund (previously known as PGIM India Diversified Equity Fund)
Fund Category: Multi cap equity fund
Fund Universe: S&P BSE 500 TRI
Fund Strategy: To generate long-term capital growth from an actively managed portfolio primarily of equity and equity related securities.
PGIM acquired DHFL group through 2018-19 and the current fund is managed by the PGIM group. The new fund-house appointed new managers and processes. It is important to understand that returns and investment history post 2018 are more relevant to the current scenario.
Axis Bluechip Fund aims to have 80-100% exposure to large cap companies. The fund invests in superior quality businesses with secular growth prospects and market leaders in order to generate steady returns. This is their core portfolio. The fund also takes tactical positions in quality cyclicals and companies that are gaining market share in large sectors. This is their source of alpha. The fund categorises quality business as those that enjoy a strong competitive position in the market, sustainable growth prospects, cash flow generating companies led by a credible management team.
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