NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

PGIM India Flexi Cap Fund Growth for NRI [35.42]

Min Investment

5,000

Fund Size

6,337.68 Cr

Expense Ratio

1.8%

Exit Load

0.5%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

35.42

0.85%

NAV as on 02 Dec 24, 12:00 AM

very high risk

flexi cap

equity

NAV as on 02 Dec 24, 12:00 AM

very high risk

flexi cap

equity

22.43%p.a.

Last 1Y

9.99%p.a.

Last 3Y

20.94%p.a.

Last 5Y

13.76%p.a.

Since Inception

About PGIM India Flexi Cap Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the PGIM India Flexi Cap Fund Growth scheme from PGIM India Asset Management Private Limited. It is a Flexi Cap mutual fund scheme that predominantly invests in Flexi Cap stocks of companies. Launched on Mar 2015, PGIM India Flexi Cap Fund Growth is Flexi Cap fund of its category with 6,337.68 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Flexi Cap funds.

  • PGIM India Flexi Cap Fund Growth delivered 22.4% annual returns during the last year. It has delivered 13.8% average annual returns since the fund was launched.
  • PGIM India Flexi Cap Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund Objective

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

Top 10 Holdings

HDFC Bank Ltd

7.61%

ICICI Bank Ltd

7.42%

Tata Consultancy Services Ltd

3.99%

Reliance Industries Ltd

3.81%

Varun Beverages Ltd

3.32%

Persistent Systems Ltd

2.98%

Bharti Airtel Ltd

2.67%

Dixon Technologies (India) Ltd

2.59%

Multi Commodity Exchange of India Ltd

2.45%

Sun Pharmaceuticals Industries Ltd

2.29%

Fund Managers

  1. Vinay Paharia (Apr 2023 - Present)
  2. Puneet Pal (Apr 2023 - Present)
  3. A. Anandha Padmanabhan (Jun 2021 - Present)
  4. Chetan Gindodia (Mar 2024 - Present)
  5. Vivek Sharma (Apr 2024 - Present)

Key Information

View Scheme Document

PGIM India Flexi Cap Fund Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on PGIM India Flexi Cap Fund Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in PGIM India Flexi Cap Fund Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in PGIM India Flexi Cap Fund Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions