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  • PGIM India Mutual Fund
  • PGIM India Flexi Cap Fund (RIDCW-I)
PGIM Mutual Funds

PGIM India Flexi Cap Fund (RIDCW-I)

EquityFlexi Cap

21.11

NAV (Sep 06)

24.051%
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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

Downside Protection Measure

Neutral

The performance of the fund on a Downside Protection Measure metric has been Neutral

Invest in this fund
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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

21.11

NAV (Sep 6)

Fund Returns

Last 1Y
28.9%
Last 3Y
11.4%
Last 5Y
24.1%
Last 10Y
NA
Since Inception
14.6%
6 Month CAGR
17.9%

Scheme Information

Investment Objective

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

Expense Ratio
1.77
Launched (0y ago)
1.77
AUM in Crores
6417.7
ISIN
INF663L01FL9
Lock-in
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
12.9
Beta
0.9
Sharpe Ratio
0.5
YTM
Fund Managers

Anandha Padmanabhan Anjeneyan

Fund Manager

Chetan Gindodia

Fund Manager

Ojasvi Khicha

Fund Manager

Puneet Pal

Fund Manager

Vinay Paharia

Fund Manager

Vivek Sharma

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 (RIDCW-I)70%13,60,293 6,27,68124.1%
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 2024-02-12

Top Stock Holdings

ICICI Bank Ltd.

6.9%
6.89%

HDFC Bank Ltd.

6.5%
6.48%

Reliance Industries Ltd.

4.3%
4.25%

Tata Consultancy Services Ltd.

3.5%
3.49%

Varun Beverages Ltd.

3.5%
3.46%
See all holdings

Allocation by Sector

Financial

21.6%
21.6%

Services

9.92%
9.92%

Automobile

9.57%
9.57%

Technology

9.41%
9.41%

Healthcare

8.39%
8.39%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 25,617 cr

₹ 23,046 cr

₹ 62,717 cr

₹ 48,805 cr

₹ 17,267 cr

amc-img

About the AMC

PGIM India Mutual Fund

PGIM is the global investment management business of Prudential Financial, Inc. USA. The company manages more than USD 1.4 trillion assets. PGIM offers a broad range of investment capabilities through multi manager model. The team of experienced professionals assist the investors in achieving their financial goals.amc-img
phone-img022-61593000 / 1800-266-2667
Fund NameScripbox Opinion
Till Date CAGR

1.794%

10.332%

16.22%

18.999%

11.421%

14.557%

5.451%

7.683%

15.633%

15.354%

PGIM India Flexi Cap Fund (RIDCW-I) Review

PGIM India Flexi Cap Fund (RIDCW-I) is a Equity Equity fund and has delivered an annualised return of 14.557% over a period of 9 years. The fund is managed by PGIM India Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object],[object Object],[object Object],[object Object].

Nav of PGIM India Flexi Cap Fund (RIDCW-I) as of 9/6/2024 is ₹21.11 with the total AUM as of 9/7/2024 is ₹6417.6632. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Flexi Cap Fund (RIDCW-I) was launched on 2015-03-04. The category risk of the fund is Above Average.

The minimum SIP amount for PGIM India Flexi Cap Fund (RIDCW-I) 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-I) 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 Total Return Index.

PGIM India Flexi Cap Fund (RIDCW-I) is rated as a 3 fund in Equity and delivered 28.854% 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-I).

Frequently Asked Questions

What is PGIM India Flexi Cap Fund (RIDCW-I)?

PGIM India Flexi Cap Fund (RIDCW-I) is a Equity 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 (RIDCW-I)?

You can invest in PGIM India Flexi Cap Fund (RIDCW-I) 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-I)?

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

Is PGIM India Flexi Cap Fund (RIDCW-I) good to invest in?

As per Scripbox experts, PGIM India Flexi Cap Fund (RIDCW-I) is a 3 fund. You can investPGIM India Flexi Cap Fund (RIDCW-I) 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-I)?

The expense ratio of the PGIM India Flexi Cap Fund (RIDCW-I) is 1.77% for regular plan.