Pgim Mutual Funds
The investment management division of Prudential Financial Inc. (PFI), PGIM, is the owner of the PGIM India Mutual Fund. It offers financial services like investment management, mutual funds, life insurance and retirement solutions. PGIM India AMC was established in 2010. PFI, the parent company, manages assets valued at over $1.4 trillion. It operates in 17 countries and employs over 1,300 investment experts.
24 funds
PGIM India Global Equity Opportunities Fund o...
Equity • Global • Direct Growth3Y CAGR
26.87%
Expense ratio
1.44%
Returns vs category
Risk vs category
PGIM India Emerging Markets Equity Fund of Fu...
Equity • Global • Direct Growth3Y CAGR
18.21%
Expense ratio
1.4%
Returns vs category
Risk vs category
PGIM India Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
15.99%
Expense ratio
0.55%
Returns vs category
Risk vs category
PGIM India ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
15.66%
Expense ratio
0.72%
Returns vs category
Risk vs category
PGIM India Aggressive Hybrid Equity Fund
Hybrid • Aggressive • Direct Growth3Y CAGR
15.44%
Expense ratio
0.77%
Returns vs category
Risk vs category
PGIM India Flexi Cap Fund
Equity • Flexi Cap • Direct Growth3Y CAGR
15.16%
Expense ratio
0.43%
Returns vs category
Risk vs category
PGIM India Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
15.08%
Expense ratio
0.45%
Returns vs category
Risk vs category
PGIM India Large Cap Fund
Equity • Large Cap • Direct Growth3Y CAGR
14.72%
Expense ratio
0.85%
Returns vs category
Risk vs category
PGIM India Global Select Real Estate Securiti...
Equity • Global • Direct Growth3Y CAGR
12.65%
Expense ratio
1.28%
Returns vs category
Risk vs category
PGIM India Balanced Advantage Fund
Hybrid • Dynamic • Direct Growth3Y CAGR
11.88%
Expense ratio
0.47%
Returns vs category
Risk vs category
About
AMC Summary
PGIM India’s assets under management stood at Rs 23,240 crore as of March 2024. The AMC’s mutual fund portfolio comprises 24 open-ended funds. This includes 9 equity-oriented schemes, 4 hybrid schemes and 8 debt-oriented schemes. The fund house also provides 6 Portfolio Management Services (PMS) strategies and 2 Alternative Investment Fund (AIF) strategies to its affluent investors. The AMC services over 22 lakh folios with 28 branches and 45,000+ distributor network across India.
About PGIM India AMC
PGIM India AMC is an asset management company promoted by the American financial services company Prudential Financial Inc. (PFI). PFI has 145 years of experience in the global financial services sector and is a top investment manager worldwide.
With offices in 27 Indian cities, including Ahmedabad, Bengaluru, Pune, Kolkata, Delhi, Chennai, and Hyderabad, PGIM India AMC has been operating in India since May 2010. The AMC follows its investment philosophy of risk diversification, lower portfolio turnover and respect to its investment mandate in spirit and law to provide multiple investment solutions including mutual funds, PMS and AIF. Besides this, the fund house also offers investment advisory services for offshore funds.
PGIM India Mutual Fund Key Information
| Date of Incorporation | August 23, 2007 |
|---|---|
| Date of Set Up of Mutual Fund | April 30, 2008 |
| Headquartered in | Mumbai |
| Trustee Organisation | Edelweiss Trusteeship Company Limited (ETCL) |
| Mutual Fund Name | Edelweiss Mutual Fund |
| MD and CEO | Radhika Gupta |
| Name of Asset Management Company | Edelweiss Asset Management Limited |
| Chief Financial Officer | Amit Malpani |
How to invest in PGIM India Mutual Funds
You can invest in PGIM India Mutual Fund either through the Upstox app or the AMC’s website. Here’s how to do it:
- You first need to create an account. Once you have done that, sign in to access the various mutual fund schemes.
- Submit identity and address proof documents such as a PAN card, Aadhaar, Passport, Voter ID or driving licence.
- The next step would be to decide for how long you want to stay invested.
- Then you have to go through the various PGIM India Mutual Funds schemes available and choose the one that aligns with your financial goals.
- Finally, you have to either choose a Systematic Investment Plan (SIP) or make a one-time lump sum payment.
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Frequently Asked Questions
How can I get the PGIM India Mutual Fund statement?
You can visit the AMC website or Upstox app and download the statement. You can also get a detailed statement on CAMS Online or KFintech portal.
How much time does it take to redeem PGIM India Mutual Fund?
Redemption requests made through a demat or trading account takes around 2-3 working days. If done through an agent or distributor, it’s processed in 4-5 days.
How to increase the SIP amount in PGIM India Mutual Fund?
To increase the SIP amount, you can visit the Upstox app or the AMC’s website and modify the amount.
How to redeem PGIM India Mutual Funds online?
You can redeem PGIM India Mutual Fund units offline by going to a PGIM India branch and filling the redemption request form. You can also use the Upstox app or the PGIM India Mutual Fund website to do the same.
How to start PGIM India Mutual Fund SIP online?
Using the Upstox app or the fund house's website, you can start a SIP
Should I invest in the PGIM India Mutual Fund scheme? What are the redemption charges of PGIM India Mutual Fund?
The decision to invest should be based on your risk tolerance and financial objectives. You need to check the various funds’ performances and also consult a financial expert. When it comes to redemption, the charges vary from scheme to scheme. You need to visit the PGIM India website or check the scheme documents.
What determines the taxes on mutual fund returns?
The gains made by selling fund units within a year of purchasing them are known as short-term capital gains. These are taxed at 20%. Gains are called long-term capital gains if the stock is held on for more than a year. Such gains are tax-free up to Rs 1.25 lakh each fiscal year. Gains more than this are taxed at 12.5%.