NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹34.04
0.62%
NAV as on 19 Nov 24, 12:00 AM
very high risk
flexi cap
equity
NAV as on 19 Nov 24, 12:00 AM
very high risk
flexi cap
equity
20.79%p.a.
Last 1Y
7.50%p.a.
Last 3Y
20.02%p.a.
Last 5Y
13.81%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 Nov 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 20.8% 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
- Vinay Paharia (Apr 2023 - Present)
- Puneet Pal (Apr 2023 - Present)
- A. Anandha Padmanabhan (Jun 2021 - Present)
- Chetan Gindodia (Mar 2024 - Present)
- Vivek Sharma (Apr 2024 - Present)
Key Information
View Scheme Document
PGIM India Flexi Cap Fund Growth SIP Calculator
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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 Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% 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
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Frequently Asked Questions
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