Prudent Equity follows a bottom-up value investing approach to identify companies trading below their intrinsic value that provides significant upside potential with limited downside risk. Although our core principle remains towards capital protection, our strategy has proved to deliver outsized gains. Our strategy places focus on the unique strengths of the company, such as its overall financial strength, management, and its capital allocation policies.
Our objective is to identify and invest in companies trading below their intrinsic value, with strong upside potential and limited downside risk. Using a bottom-up value investing approach, we prioritize capital protection while aiming for superior long-term returns. Our strategy focuses on companies with strong financials, effective management, and efficient capital allocation to generate sustainable growth and attractive risk adjusted gains.
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 Rana is the fund manager at Prudent Equity's 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 assessment and nimble decision making. He has the reputation for generating alpha.
Founder & CIO
Siddharth Oberoi is the Founder and Chief Investment Officer (CIO) of Prudent Equity. Siddharth has been a full-time investor since 1996. After gaining extensive experience, Siddharth realized the critical need of having a platform that can fulfil the need and guide people on where and how to invest. This, in turn, led him to establish Prudent Equity in 2012.With over 28 years of experience, Siddharth has a proven track record of leading, managing, and growing investor’s capital. He possesses extensive experience in the Indian capital markets and wealth management industry. Over the last 12 years advising on public equities, under his guidance, Prudent Equity has been able to deliver 41% CAGR returns for its clients. Siddharth has been able to beat the benchmark over each 3-year period since the last 28 years.
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%
* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.
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