- Mutual Funds
- PGIM Mutual Funds
- PGIM India Flexi Cap Fund (RIDCW-Q)
Formerly PGIM India Flexi Cap Reg DR
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 16.98
NAV (May 30)
Fund Returns
Last 1Y | 13.3% |
Last 3Y | 26.8% |
Last 5Y | 13.6% |
Last 10Y | NA |
Since Inception | 11.6% |
6 Month CAGR | 0.9% |
Scheme Information
To generate income & capital appreciation by predominantly investing in an actively managed diversified portfolio of equity & equity related instruments including derivatives.
Expense Ratio | 1.94 |
Launched (8y ago) | Mar 04, 2015 |
AUM in Crores | 5310.347 |
ISIN | INF663L01FL9 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 15.7 |
Standard Deviation (5yr) | 20.1 |
Beta (3yr) | 0.94 |
Beta (5yr) | 0.98 |
Sharpe Ratio (3yr) | 1.22 |
Sharpe Ratio (5yr) | 0.405 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| PGIM India Flexi Cap Fund (RIDCW-Q) | 10,26,205 | 2,93,593 | 13.6% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
clearing corporation of india ltd.
8.4%reliance industries ltd
7.6%housing development finance corp ltd
7.5%icici bank ltd
7.2%hdfc bank ltd
5%Allocation by Sector
financial services
30.8%consumer cyclical
11.6%industrials
10.9%energy
7.6%consumer defensive
7.2%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 8,056 cr | ||
₹ 10,178 cr | ||
₹ 14,448 cr | ||
₹ 8,860 cr | ||
₹ 7,811 cr |
About the AMC
PGIM India Asset Management Private Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
39% | 17.1% | ||
38.4% | 16.4% | ||
38.4% | 16.4% | ||
29% | 12.5% | ||
9.1% | 9.1% |
PGIM India Flexi Cap Fund (RIDCW-Q) Review
PGIM India Flexi Cap Fund (RIDCW-Q) is a Flexi Cap Equity fund and has delivered an annualised return of 11.6% over a period of 8 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, Bhupesh Kalyani, Ojasvi Khicha, Puneet Pal, Vinay Paharia.
Nav of PGIM India Flexi Cap Fund (RIDCW-Q) as of 5/30/2023 is ₹16.98 with the total AUM as of 5/31/2023 is ₹5310.347. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Flexi Cap Fund (RIDCW-Q) 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 (RIDCW-Q) 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 (RIDCW-Q) 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 (RIDCW-Q) is rated as a 4 fund in Equity and delivered 13.3% 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 (RIDCW-Q).
Frequently Asked Questions
What is PGIM India Flexi Cap Fund (RIDCW-Q)?
How to invest in PGIM India Flexi Cap Fund (RIDCW-Q)?
You can invest in PGIM India Flexi Cap Fund (RIDCW-Q) 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 (RIDCW-Q)?
The minimum sip amount for PGIM India Flexi Cap Fund (RIDCW-Q) is ₹1000. You can invest in multiples of ₹5000.
Is PGIM India Flexi Cap Fund (RIDCW-Q) good to invest in?
As per Scripbox experts, PGIM India Flexi Cap Fund (RIDCW-Q) is a Top Ranked fund. You can investPGIM India Flexi Cap Fund (RIDCW-Q) 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 (RIDCW-Q)?
The expense ratio of the PGIM India Flexi Cap Fund (RIDCW-Q) is 1.94% for regular plan.