PGIM India Flexi Cap Fund is an equity scheme offered by PGIM India Mutual Fund House, one of the leading Asset Management Companies (AMC) in India. The fund invests across large, mid, and small-cap stocks in India. The fund aims to generate capital appreciation by investing in a diversified portfolio of equity and equity-related instruments, including derivatives. In this article, you will learn about the key details of the PGIM India Flexi Cap Fund.
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Invest For (in Years)
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Expected rate of return (in %)
The PGIM India Flexi Cap Fund is an open-ended mutual fund launched by PGIM India Mutual Fund on 04 March 2015. The fund is benchmarked on the basis of the NIFTY 500 index.
This flexi cap fund aims to create a diversified portfolio by investing in large, mid-sized, and small companies across various sectors and market segments.
PGIM India Flexi Cap Fund has ₹5,816 Crores worth of assets under management (AUM) as of 30 September 2023 and is a medium-sized fund of its category.
45% - 70% of the fund is usually invested in large-cap stocks, and the rest is spread between mid-cap and small-cap companies.
Like most mutual funds, the PGIM India Flexi Cap Fund is designed for long-term investors who want to potentially grow their wealth over time.
|Fund Name||PGIM India Flexi Cap Fund|
|Fund House||Axis Mutual Fund House|
|Launched On||04 March 2015|
|Asset Under Management (AUM)||Rs. 5,816.46 Crores|
|Benchmark Index||Nifty 500 TRI|
|Risk Category||Very High Risk|
|Investment Objective||The goal is to make money and grow capital by primarily investing in a diverse mix of stocks and related assets, with active management, including derivatives.|
|Net Asset Value (as of 09 October 2023)||
|Market Cap Allocation||
|Systematic Investment Plan (SIP)||Minimum SIP of Rs. 1000|
|Minimum Lump Sum Investment Amount||Rs. 5000|
|Minimum Additional Investment Amount||Rs. 1000|
|Lock- in||No Lock-in Period|
|Expense Ratio (as of 31 August 2023)||
*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply
|Name of Holdings||% of Total Holdings|
|Top 5 Equity Holdings (97.70%)|
|ICICI Bank Ltd.||9.05%|
|HDFC Bank Ltd.||8.01%|
|Reliance Industries Ltd.||7.19%|
|Max Healthcare Institute Ltd.||3.02%|
|Top Debt Holdings (0.18%)|
|Other Cash Holdings (2.12%)|
|Sector||% of Total Holdings|
|Investment Period||Annualised Returns|
|PGIM India Flexi Cap Fund – Regular Growth||PGIM India Flexi Cap Fund – Direct-Growth|
|Returns Since Inception (RSI)||12.68%||14.42%|
The following table shows the list of documents required to invest in the PGIM India Flexi Cap Fund:
Proof of Identity
This is a form that provides your personal and financial information
Proof of Address
NRI/ OCI/ PIOs Documents
Bank Account Details
Required if you are investing through a Systematic Investment Plan or SIP
Here are the steps to invest in PGIM India Flexi Cap Fund online through the PGIM India Mutual Fund website:
Step 1: Go to the PGIM India Mutual Fund website and click on the "Login" button.
Step 2: If you do not have an account, click on the "New User" button to create an account.
Step 3: Once you have logged in, click on the "Invest" tab.
Step 4: From the list of funds, select the PGIM India Flexi Cap Fund.
Step 5: On the fund page, click on the "Invest Now" button.
Step 6: Enter the amount you want to invest and choose whether you want to invest a lump sum amount or start a SIP.
Step 7: Review your investment details and click on the "Confirm" button.
Step 8: You will be redirected to a payment gateway to complete your payment.
To estimate your returns from the SIP investments in PGIM India Flexi Cap Fund, you can use a Systematic Investment Plan Calculator or SIP Calculator. You need to enter the following details in the online calculator:
SIP amount: The amount you want to invest in the fund each month.
Investment period: The number of years you want to invest.
Expected annual return: The rate of return you expect the fund to generate each year.
Once you have provided these inputs, the SIP calculator will calculate the total amount you will invest over the investment period and the estimated value of your investment at the end of the period.
*All savings are provided by the insurer as per the IRDAI approved insurance
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
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