Formerly PGIM India Flexi Cap Reg DR
Not Reviewed yet
6 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.
2,706 Cr. Large within the category
Superior. The category has a superior investment outlook
Consistency Of Performance
Consistently Good. The fund has performed well consistently over a period of time
NAV (Dec 2)
6 Month CAGR
To generate income & capital appreciation by predominantly investing in an actively managed diversified portfolio of equity & equity related instruments including derivatives.
Low to Moderate
Very High Risk
Launched (6y ago)
Mar 04, 2015
AUM in Crores
IISL Nifty 500 TR INR
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 9,65,796||₹ 2,33,184||11.25%|
|EPF||₹ 9,00,761||₹ 1,68,149||8.50%|
|Property||₹ 8,67,662||₹ 1,35,050||7.00%|
|PPF||₹ 8,69,819||₹ 1,37,207||7.10%|
|Bank FD||₹ 8,46,471||₹ 1,13,859||6.00%|
|Gold||₹ 8,46,471||₹ 1,13,859||6.00%|
|Savings Bank||₹ 8,25,950||₹ 93,338||5.00%|
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.
|Fund Name||Scripbox Opinion||Fund Size||Track Record|
₹ 21,676 cr
₹ 5,381 cr
₹ 5,380 cr
₹ 4,084 cr
₹ 3,456 cr
PGIM India Asset Management Private Limited
PGIM India Asset Management Private Limited manages assets worth 15,335 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 15 equity,133 debt and 33 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
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PGIM India Flexi Cap Fund Inc Dist cum Cap Wdrl (RIDCW-Q) is a Diversified Equity fund and has delivered an annualised return of 14.6% over a period of 6 years. The fund was previously known as PGIM India Flexi Cap Reg DR . The fund is managed by PGIM India Asset Management Private Limited. The fund managers are A. Anandha Padmanabhan, Aniruddha Naha, Ravi Adukia
To generate income & capital appreciation by predominantly investing in an actively managed diversified portfolio of equity & equity related instruments including derivatives. . However, there is no assurance that the objective of the scheme will be realized.
The PGIM India Flexi Cap Fund Inc Dist cum Cap Wdrl (RIDCW-Q) fund was launched on Mar 04, 2015. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-12-02 is ₹20.05. The total AUM (Asset Under Management) of the fund as of 03/12/2021 is ₹2705.569. The category risk of the PGIM India Flexi Cap Fund Inc Dist cum Cap Wdrl (RIDCW-Q) fund is Very High Risk. The fund charges 2.23 % as expense ratio.
The fund’s highest allocation is towards Equity and has invested 96.1% in this asset class. The top three holdings of the fund are , infosys ltd , icici bank ltd , larsen & toubro ltd , clearing corporation of india ltd. , housing development finance corp ltd , state bank of india , axis bank ltd , oberoi realty ltd , oracle financial services software ltd , esab india ltd , ultratech cement ltd , bharti airtel ltd , gujarat gas ltd , multi commodity exchange of india ltd , krishna institute of medical sciences ltd , persistent systems ltd , birla corp ltd , ambuja cements ltd , can fin homes ltd , skf india ltd , siemens ltd , sbi life insurance company limited , sun pharmaceuticals industries ltd , alkem laboratories ltd , bata india ltd , coforge ltd , larsen & toubro infotech ltd , oil & natural gas corp ltd , dixon technologies (india) ltd , dr reddy's laboratories ltd , icici prudential life insurance company limited , cummins india ltd , ashok leyland ltd , ashiana housing ltd , container corporation of india ltd , sis ltd ordinary shares , housing development finance corporation ltd. , subros ltd , phillips carbon black ltd , abbott india ltd , sirca paints india ltd ordinary shares , bharat rasayan ltd , k.p.r. mill ltd , zee entertainment enterprises ltd , net receivables / (payables)
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund 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 IISL Nifty 500 TR INR
PGIM India Flexi Cap Fund Inc Dist cum Cap Wdrl (RIDCW-Q) has a score of 4 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, PGIM India Flexi Cap Fund Inc Dist cum Cap Wdrl (RIDCW-Q) has a score of 4 out of 5 Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.
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