Investor Presentaiton

PGIM India Mutual Fund PMS Products PGIM INDIA PHOENIX PORTFOLIO SMALLCAP AND MIDCAP Businesses that are experiencing or are expected to see an upturn either; due to a business turnaround or as a beneficiary of structural growth or are quoted at a discount to intrinsic value Rs. 750 Crore to Rs. 20,000 Crores No restrictions No restrictions Average ROE of 8% or higher in last 10 Years Positive operating cash flows in at least 6 out of 10 Years Valuation is lower than the expected growth rate in earnings over foreseeable future POSITIONING STRATEGY FOCUS MARKET CAP TURNOVER TRACK RECORD QUALITY CASH FLOW PRICE/VALUATION FILTERS PGIM INDIA CORE EQUITY PORTFOLIO MULTICAP Established quality businesses that are either; going through a period of temporary difficulty or ignored by the market, or quoted at a discount to intrinsic value No restrictions Rs. 400 Crores and above Minimum of 15 Year Existence ROCE of 20% or higher in at least 7 out of last 10 Years Generation of free cash flow in at least 7 out of last 10 Years Valuation is lower than its average valuation for past 10 years and/or valuation is lower than the expected growth rate in earnings over foreseeable future CORPORATE PROFILE Universe of 6000 Listed Companies Portfolio Universe of 350 - 380 Listed Companies At least 75% of the Portfolio will meet the above criteria 25

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