Prudent Equity employs a discerning, company-specific investment methodology. This approach centers on identifying equities that are currently undervalued relative to their fundamental worth, thereby presenting opportunities for substantial capital appreciation while mitigating potential capital erosion. While our paramount consideration is the preservation of capital, our investment strategy has historically generated superior returns. Our analytical framework prioritizes the assessment of a company's distinct competitive advantages, including its robust financial standing, the efficacy of its leadership, and its disciplined approach to deploying capital.
Our investment strategy is designed to identify and acquire equities that are trading at a discount to their intrinsic worth. We seek opportunities offering substantial appreciation potential alongside a well-defined risk mitigation framework. Employing a fundamental, bottom-up methodology, our primary focus remains on safeguarding capital. Concurrently, we aim to achieve robust long-term performance. Our selection process emphasizes companies exhibiting robust financial health, competent leadership, and judicious capital deployment. These characteristics are instrumental in fostering sustained expansion and delivering compelling risk-adjusted returns.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -2.79% | -0.24% | -2.55% |
| 3 MONTHS | 0.12% | 5.02% | -4.90% |
| 6 MONTHS | -2.55% | 1.63% | -4.18% |
| 1 YEAR | -4.03% | 7.63% | -11.66% |
| SINCE INCEPTION | -2.51% | 4.00% | -6.51% |
| Year | Return |
|---|---|
| CY 2025 | -4.03% |
| Year | Return |
|---|---|
| FY 26_YTD | 3.79% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager
Diwakar serves as the Fund Manager within Prudent Equity's Portfolio Management Services (PMS) division. His expertise is characterized by sharp financial insight and a demonstrated history of achieving sustained equity performance. He is recognized for his strategic methodology, comprehensive market understanding, proficiency in risk evaluation, and agile execution of investment decisions. Diwakar has established a strong track record of generating alpha.
Founder & CIO
Siddharth Oberoi, Founder and Chief Investment Officer (CIO) of Prudent Equity, has been a dedicated investment professional since 1996. His extensive market exposure identified a significant requirement for a dedicated platform to provide investment guidance and facilitate informed decision-making. Consequently, he established Prudent Equity in 2012. With a career spanning over 28 years, Mr. Oberoi demonstrates a distinguished history of effectively managing and expanding investor capital. His expertise is deeply rooted in the Indian capital markets and the wealth management sector. For the past 12 years, Prudent Equity, under his stewardship, has achieved a Compound Annual Growth Rate (CAGR) of 41% on public equity advisory for its clientele. Mr. Oberoi has consistently outperformed benchmark indices across all consecutive 3-year periods over his 28-year tenure.
AMC: 1%
AMC: No Option
Hurdle: No Option
Profit Sharing: 15% Profit sharing on All Profits
Year 1: 3%
Year 2: 0%
Year 3: 0%
Get in touch with our partner to learn more about 's portfolio management services and how they align with your investment goals.
Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.
This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.
Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
Last Updated: January 2026 · Published by Affluense AI (affluense.ai)
