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Prudent Equity Growth Strategy

Prudent Equity Private Limited

25.45 CR AUM

Prudent Equity Growth Strategy

Prudent Equity Growth Strategy

Prudent Equity Private Limited

25.45 CR AUM

BSE 500 TRI
Benchmark
1yr 9mo
Age
EQUITY
Strategy
AMC Charge : 1% p.a. Charged monthly on average AUM
Fixed Fees
Profit Sharing : 15% p.a.
Variable Fees
1st Year : 3% 2nd Year : 0 3rd Year :0
Exit Load
BSE 500 TRI
Benchmark
1yr 9mo
Age
EQUITY
Strategy
AMC Charge : 1% p.a. Charged monthly on average AUM
Fixed Fees
Profit Sharing : 15% p.a.
Variable Fees
1st Year : 3% 2nd Year : 0 3rd Year :0
Exit Load
Fund manager

diwakar rana

Fund Manager
EQUITYStrategies

Diwakar is the fund manager at Prudent Equity PMS division. He brings with him astute financial acumen and a track record of consistent equity returns. He is known for his strategic approach, market knowledge, risk asessment, and nimble decision making. He has a reputation for generating alpha.

Diwakar is the fund manager at Prudent Equity PMS division. He brings with him astute financial acumen and a track record of consistent equity returns. He is known for his strategic approach, market knowledge, risk asessment, and nimble decision making. He has a reputation for generating alpha.

Purpose

Prudent Equity Growth Strategy follows a bottom up value investing approach focused on identifying companies trading below intrinsic value that offer significant upside potential with limited downside risk. The strategy emphasizes value oriented growth companies with strong financial strength, sound capital allocation policies and high quality corporate governance. Investments are selected through intensive research and strict proprietary investment criteria with the objective of building a portfolio that compounds capital at high rates over long periods while employing less risk. The core framework follows the Growth Cheap Price model which focuses on companies growing at high rates that are available at cheap valuations with entry at the right price. Stock selection evaluates multiple business drivers including growth, capital allocation discipline, corporate governance standards, operating leverage, deleveraging opportunities, special situations and corporate actions. The strategy prefers companies with margin of safety, conservative balance sheets and strong management quality while avoiding businesses with excessive leverage or frequent equity dilution. Portfolio construction is opportunistic and disciplined with investments made when companies trade at a discount to intrinsic value estimated through fundamental analysis. The strategy dynamically identifies sector tailwinds and opportunities across industries including auto ancillaries, banks, specialty chemicals, construction and engineering, retail, textiles, housing finance and oil and gas related businesses. Sector agnostic. Market cap agnostic.

Investment Approach v/s Benchmark Metrics

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1M IA return
-9.72%
1M benchmark return
-11.37%
Alpha
1.65%
1M Wealth multiple
0.90x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
-9.72%
1M benchmark return
-11.37%
Alpha
1.65%
1M Wealth multiple
0.90x

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