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
₹15.43
0.78%
NAV as on 19 Nov 24, 12:00 AM
very high risk
small cap
equity
NAV as on 19 Nov 24, 12:00 AM
very high risk
small cap
equity
21.21%p.a.
Last 1Y
11.11%p.a.
Last 3Y
0.00%p.a.
Last 5Y
16.09%p.a.
Since Inception
About PGIM India Small Cap Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the PGIM India Small Cap Fund Growth scheme from PGIM India Asset Management Private Limited. It is a Small-Cap mutual fund scheme that predominantly invests in Small-Cap stocks of companies. Launched on Jul 2021, PGIM India Small Cap Fund Growth is Small-Cap fund of its category with 1,565.06 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Small-Cap funds.
- PGIM India Small Cap Fund Growth delivered 21.2% annual returns during the last year. It has delivered 16.1% average annual returns since the fund was launched.
- PGIM India Small 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 achieve long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies.
Top 10 Holdings
DOMS Industries Ltd
3.35%
Multi Commodity Exchange of India Ltd
3.22%
Kirloskar Pneumatic Co Ltd
3.07%
J.B. Chemicals & Pharmaceuticals Ltd
2.74%
Blue Star Ltd
2.66%
Ratnamani Metals & Tubes Ltd
2.48%
Triveni Turbine Ltd
2.40%
Bikaji Foods International Ltd
2.40%
Central Depository Services (India) Ltd
2.23%
Mrs Bectors Food Specialities Ltd Ordinary Shares
2.21%
Fund Managers
- Vinay Paharia (Apr 2023 - Present)
- Puneet Pal (Apr 2023 - Present)
- Utsav Mehta (Apr 2024 - Present)
- Chetan Gindodia (Mar 2024 - Present)
- Vivek Sharma (Apr 2024 - Present)
Key Information
View Scheme Document
PGIM India Small Cap Fund Growth SIP Calculator
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NRI Mutual Fund Tax on PGIM India Small 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 Small 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 Small 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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26.0%
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21.8%
SBI Small Cap Fund Plan Growth
very high risk | equity
17.8%
Frequently Asked Questions
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