PRP - Defensive & Responsible Equity Fund

EQUITY MULTI CAP

Invests in 30 Indian companies selected for good ESG ratings, stable earnings, low leverage, and low volatility.

-2.41%

1Y annualised returns

+5.69%

Benchmark returns (NIFTY 50 Index)

Launch date

28 Oct '21

Total AUM

₹0.53Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Index

Portfolio analysis

Equity / Debt / Cash split

Cash64.0%

Equity36.0%

Equity market cap split

Large Cap24.1%

Mid Cap7.8%

Small Cap4.0%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

1.5%

PMS management

JP
Jyoti Prakash
Managing Partner - Equity & PMS
View details

About

Managing Partner - Equity & PMS Consistent performer and tactical risk taker, having over 33 years of total experience. Last 13 years have been in the public domain in the role of Equity Fund Manager with Aegon Life Insurance. Prior to Aegon, worked with firms like Amul Dairy, Foundation to Aid Industrial Recovery, Sahara India, Stewart & Mackertich and Guiness Portfolio Management Services. Graduate of PG programme in Rural Management, flagship programme of IRMA. Also, a CFA from ICFAI The Hindu ranked one of the funds managed by him as best performing multi-cap fund. An avid reader & writer. Has published 67 articles on LinkedIn where he has 4K plus connections. A modest person who believes in, “the more you read the more you realise how little you know”.

Experience

Over 33 years of professional experience, including 13 years as an Equity Fund Manager.

Investment philosophy

Specializes in equity fund management and tactical risk-taking.

Previously worked at