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PGIM India Flexi Cap Fund
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.
Investment Plans
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Guaranteed Tax Savings
Under sec 80C & 10(10D) -
₹1 Crore
Invest ₹10k per month* -
Zero LTCG Tax
In-built life cover
Top performing plans with High Returns**
Invest ₹10K/month & Get ₹1 Crore returns*
About PGIM India Flexi Cap Fund
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.
Overview of PGIM India Flexi Cap Fund
| Particulars | Details |
| 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. |
| Fund Options |
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| Net Asset Value (as of 09 October 2023) |
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| Asset Allocation |
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| Market Cap Allocation |
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| 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 |
| Fund Manager |
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| Expense Ratio (as of 31 August 2023) |
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| Exit Load |
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*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply
Top Holdings of PGIM India Flexi Cap Fund
| 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% |
| Infosys Ltd. | 5.48% |
| Max Healthcare Institute Ltd. | 3.02% |
| Top Debt Holdings (0.18%) | |
| T-Bills | 0.18% |
| Other Cash Holdings (2.12%) | |
| TREPS | 3.47% |
| Net Receivables | -1.35% |
Top Equity Sector Allocations of PGIM India Flexi Cap Fund
| Sector | % of Total Holdings |
| Financial | 31.80% |
| Automobile | 12.80% |
| Energy | 11.80% |
| Others | 10.60% |
| Technology | 9.60% |
| Consumer Staples | 8.20% |
| Capital Goods | 7.80% |
| Healthcare | 7.50% |
PGIM India Flexi Cap Fund Returns
| Investment Period | Annualised Returns | |
| PGIM India Flexi Cap Fund – Regular Growth | PGIM India Flexi Cap Fund – Direct-Growth | |
| 1-Year | 13.98% | 15.69% |
| 3-Year | 20.64% | 22.77% |
| 5-Year | 18.24% | 20.39% |
| Returns Since Inception (RSI) | 12.68% | 14.42% |
Documents Required to Invest in PGIM India Flexi Cap Fund
The following table shows the list of documents required to invest in the PGIM India Flexi Cap Fund:
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Documents Required |
Details |
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Proof of Identity |
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KYC Form |
This is a form that provides your personal and financial information
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Proof of Address |
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NRI/ OCI/ PIOs Documents |
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Bank Account Details |
Required if you are investing through a Systematic Investment Plan or SIP |
Steps to Invest in PGIM India Flexi Cap Fund
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.
Types of Funds
Estimate PGIM India Flexi Cap Fund with SIP Calculator
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:
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SIP amount: The amount you want to invest in the fund each month.
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Investment period: The number of years you want to invest.
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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.
FAQ's
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Is it good to invest in the PGIM India Flexi Cap Fund?
Yes, PGIM India Flexi Cap Fund is a good option for investors who are looking for a diversified equity fund with a good track record of performance. The fund has a flexible mandate, which means that the fund manager can invest in companies across all market capitalisations (large caps, mid caps, and small caps). This flexibility allows the fund manager to take advantage of opportunities across the market spectrum and generate better returns for investors. -
What is the return of PGIM India Flexi Cap Fund for 5 years?
The 5-year returns of the PGIM India Flexi Cap Fund Regular Plan are 18.24% and 20.39% for the PGIM India Flexi Cap Fund Direct Plan. -
What is the old name of the PGIM India Flexi cap fund?
The old name of PGIM India Flexi Cap Fund is PGIM India Diversified Equity Fund. -
What is the minimum SIP amount of the PGIM India Flexi Cap Fund?
The minimum SIP amount of PGIM India Flexi Cap Fund is Rs. 1,000. This makes it a good option for investors who are new to mutual funds or who have a limited investment budget.
*All savings are provided by the insurer as per the IRDAI approved insurance
plan.
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
~Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
†Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. The sorting is based on past 10 years’ fund performance (Fund Data Source: Value Research). For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.
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