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
₹11.49
0.44%
NAV as on 16 Nov 24, 12:00 AM
very high risk
large & mid cap
equity
NAV as on 16 Nov 24, 12:00 AM
very high risk
large & mid cap
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
17.60%p.a.
Since Inception
About PGIM India Large and Mid Cap Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the PGIM India Large and Mid Cap Fund Growth scheme from PGIM India Asset Management Private Limited. It is a Large & Mid-Cap mutual fund scheme that predominantly invests in Large & Mid-Cap stocks of companies. Launched on Feb 2024, PGIM India Large and Mid Cap Fund Growth is Large & Mid-Cap fund of its category with 566.96 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Large & Mid-Cap funds.
- PGIM India Large and Mid Cap Fund Growth delivered 0.0% annual returns during the last year. It has delivered 17.6% average annual returns since the fund was launched.
- PGIM India Large and Mid 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
The investment objective of the Scheme is to seek long term capital growth through investments in equity and equity related securities of predominantly large cap and mid cap stocks. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/ indicate any returns.
Top 10 Holdings
ICICI Bank Ltd
6.77%
HDFC Bank Ltd
5.75%
Tata Consultancy Services Ltd
5.43%
Reliance Industries Ltd
5.20%
Axis Bank Ltd
3.16%
Bharti Airtel Ltd
2.89%
Zomato Ltd
2.45%
Dixon Technologies (India) Ltd
2.24%
SRF Ltd
1.89%
ICICI Lombard General Insurance Co Ltd
1.83%
Fund Managers
- Vinay Paharia (Feb 2024 - Present)
- Puneet Pal (Feb 2024 - Present)
- Anandha Padmanabhan Anjeneyan (Feb 2024 - Present)
- Utsav Mehta (Feb 2024 - Present)
- Chetan Gindodia (Mar 2024 - Present)
Key Information
View Scheme Document
PGIM India Large and Mid Cap Fund Growth SIP Calculator
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NRI Mutual Fund Tax on PGIM India Large and Mid 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 Large and Mid 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 Large and Mid 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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