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  • PGIM India Flexi Cap Fund (Growth)

Formerly PGIM India Diverse Eq Reg Gr

PGIM Mutual Funds

PGIM India Flexi Cap Fund (Growth)

EquityFlexi Cap

32.01

NAV (May 28)

18.4%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in flexi cap mutual funds.

Flexi cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

Scripbox Recommended Equity Funds
Want the flexi cap equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

32.01

NAV (May 28)

Fund Returns

Last 1Y
22.1%
Last 3Y
12.7%
Last 5Y
18.4%
Last 10Y
NA
Since Inception
13.5%
6 Month CAGR
13.6%

Scheme Information

Investment Objective

To generate income & capital appreciation by predominantly investing in an actively managed diversified portfolio of equity & equity related instruments including derivatives.

Expense Ratio
1.78
Launched (9y ago)
Mar 04, 2015
AUM in Crores
6094.886
ISIN
INF663L01FJ3
Lock-in
No Lock-in
Benchmark
Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.8
Standard Deviation (5yr)
19.2
Beta (3yr)
0.89
Beta (5yr)
0.96
Sharpe Ratio (3yr)
0.732
Sharpe Ratio (5yr)
0.75
YTM
0
Fund Managers

Chetan Gindodia

Fund Manager

Puneet Pal

Fund Manager

Vinay Paharia

Fund Manager

Vivek Sharma

Fund Manager

A. Anandha Padmanabhan

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
PGIM India Flexi Cap Fund (Growth)70%11,65,208 4,32,59618.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-05-28

Top Stock Holdings

icici bank ltd

8.1%
8.1%

hdfc bank ltd

6.4%
6.4%

reliance industries ltd

4.4%
4.4%

clearing corporation of india ltd.

4.2%
4.2%

varun beverages ltd

3.4%
3.4%
See all holdings

Allocation by Sector

financial services

27.7%
27.7%

consumer cyclical

12.3%
12.3%

industrials

11.6%
11.6%

healthcare

10%
10%

technology

9.2%
9.2%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,471 cr

₹ 18,691 cr

₹ 14,859 cr

₹ 54,904 cr

₹ 42,664 cr

amc-img

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 25,295 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 18 equity,154 debt and 24 hybrid funds.amc-img
phone-img022-61593000
Fund NameScripbox Opinion
Till Date CAGR

6.8%

10.4%

6.3%

7.7%

6.3%

7.7%

-

3.4%

12.7%

13.5%

PGIM India Flexi Cap Fund (G) Review

PGIM India Flexi Cap Fund (G) is a Flexi Cap Equity fund and has delivered an annualised return of 13.5% over a period of 9 years. The fund was previously known as PGIM India Diverse Eq Reg Gr. The fund is managed by PGIM India Asset Management Private Limited. The fund managers are A. Anandha Padmanabhan, Chetan Gindodia, Puneet Pal, Vinay Paharia, Vivek Sharma.

Nav of PGIM India Flexi Cap Fund (G) as of 5/28/2024 is ₹32.01 with the total AUM as of 5/29/2024 is ₹6094.886. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Flexi Cap Fund (G) was launched on Mar 04, 2015. The category risk of the fund is Very High Risk.

The minimum SIP amount for PGIM India Flexi Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

PGIM India Flexi Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 TR INR.

PGIM India Flexi Cap Fund (G) is rated as a 3 fund in Equity and delivered 22.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with PGIM India Flexi Cap Fund (G).

Frequently Asked Questions

What is PGIM India Flexi Cap Fund (G)?

PGIM India Flexi Cap Fund (G) is a Flexi Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in PGIM India Flexi Cap Fund (G)?

You can invest in PGIM India Flexi Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of PGIM India Flexi Cap Fund (G)?

The minimum sip amount for PGIM India Flexi Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is PGIM India Flexi Cap Fund (G) good to invest in?

As per Scripbox experts, PGIM India Flexi Cap Fund (G) is a Neutral fund. You can investPGIM India Flexi Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the PGIM India Flexi Cap Fund (G)?

The expense ratio of the PGIM India Flexi Cap Fund (G) is 1.78% for regular plan.