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How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.66 | — | 1.89 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.23 | 48.48 | 1.66 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 5 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
BSE 500 - TRI |
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
PGIM India Retirement Fund(IDCW) | — | — | — |
HDFC Flexi Cap Fund(IDCW) | 21.13% | 14.74% | 6.77% |
Kotak Flexicap Fund(IDCW-Payout) | 28.04% | 17.58% | 13.86% |
UTI Flexi Cap Fund(IDCW) | 23.19% | 7.14% | 12.71% |
Actual
Target
Jun 2024
Sep 2024
Oct 2024
Jun 2024
Sep 2024
Oct 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Debt
Others
Holdings
6.19 %
Holdings
5.11 %
Holdings
4.17 %
PGIM India Mutual Fund is a fully owned business of PGIM, the global investment management business of the US based Prudential Financial, Inc. (PFI). PGIM operates across 16 countries and has 38 offices with over 1,300+ investment professionals.
No.of Schemes
23
Total AUM
₹ 25,676.23 Cr.
Vinay Paharia
AUM: ₹22,365.90 Cr.
|
Exp: 11yrs
Puneet Pal
AUM: ₹22,808.26 Cr.
|
Exp: 10yrs
Anandha Padmanabhan Anjeneyan
AUM: ₹9,271.59 Cr.
|
Exp: 13yrs
Sharma Vivek
AUM: ₹21,057.24 Cr.
|
Exp: 15yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
(unrealised)
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Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%