PRP - Indian Exports Momentum Portfolio

EQUITY MULTI CAP

Invests in the theme of rising merchandise and services exports from India.

-8.04%

1Y annualised returns

+5.69%

Benchmark returns (NIFTY 50 Index)

Launch date

28 Oct '21

Total AUM

₹0.64Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Index

Portfolio analysis

Equity / Debt / Cash split

Equity53.7%

Cash46.3%

Equity market cap split

Mid Cap26.7%

Large Cap20.0%

Small Cap7.1%

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
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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