PGIM India Flexi Cap Fund
(Earlier known as PGIM India Diversified Equity Fund)
(Flexi Cap Fund - An open ended dynamic equity scheme investing across large cap, mid cap, small cap stocks)


Key Features

Benchmark Index
Benchmark Index

Nifty 500 TR Index

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Minimum Application Amount
Minimum Application Amount

Minimum of ₹ 5,000/- and in multiples of ₹ 1/- thereafter.

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Minimum Additional Amount
Minimum Additional Amount

Additional Purchase - Minimum of ₹ 1000/- and in multiples of ₹ 1/- thereafter.

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Exit Load
Exit Load

10% of the units allotted may be redeemed/switched-out to debt schemes/PGIM India Arbitrage Fund without any exit load within 90 days from the date of allotment of units;
Any redemptions/switch-outs in excess of the above mentioned limit would be subject to an exit load of 0.50%, if the units are redeemed/ switched-out to debt schemes/PGIM India Arbitrage Fund within 90 days from the date of allotment of units;
Nil - If the units are redeemed/switched-out after 90 days from the date of allotment of units;
No exit load will be charged for switches and STP between any open-ended equity schemes, hybrid schemes (except PGIM India Arbitrage Fund) and fund of funds schemes

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Scheme Overview

Investment Objective

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

Investment Strategy

  • The Scheme will actively manage a diversified portfolio of strong growth companies with sustainable business models. Since investing requires disciplined risk management, the AMC would incorporate safeguards seeking to control risks in the portfolio construction process. Risk is also expected to be reduced through diversification of the portfolio, which the AMC aims to achieve by spreading the investments over a range of industries, sectors and market capitalizations.
  • Under normal market conditions, majority of the portfolio of the Scheme will be invested in equity and equity related securities; a smaller part of the portfolio of the Scheme will be invested in money market instruments and debt securities issued by corporates and/or State and Central Government. This component of the portfolio will provide the necessary liquidity to meet redemption needs and other liquidity requirements of the Scheme.
  • Government securities may include Securities which are supported by the ability to borrow from the treasury or supported only by the sovereign guarantee or of the State Government or supported by GOI or any other State Government in some other way. The Investment Manager will select equity securities on bottom up stock–by–stock basis across market cap spectrum, with consideration given to price–to–earnings, price–to–book, and price–to–sales ratios, as well as growth, margins, asset returns, and cash flows, amongst others. The Investment Manager will use a disciplined quantitative analysis of financial operating statistics. In selecting individual investment opportunities for the portfolio, the Investment Manager will conduct in–house research in order to identify various investment opportunities. The company– wise analysis will focus, amongst others, on the historical and current financial condition of the company, potential value creation/unlocking of value and its impact on earnings growth, capital structure, business prospects, policy environment, strength of management, responsiveness to business conditions, product profile, brand equity, market share, competitive edge, research, technological know–how and transparency in corporate governance.
Scheme Performance
Scheme Portfolio
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riskometer

This product is suitable for investors who are seeking*:

  • Capital appreciation over long term.

  • To generate income and capital appreciation by predominantly investing in an actively managed diversified portfolio of equity and equity related instruments including derivatives.

  • Degree of risk - VERY HIGH

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Riskometer

Very High - Investors understand that their principal will be at very high risk

fund managers
1

Mr. Aniruddha Naha

Over 18 years of industry experience in the equity and debt market. 

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a-anandha-padmanabhan

Mr. A. Anandha Padmanabhan

Over 10 years of experience in capital markets. Read More...

MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.


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