PGIM

PGIM India Mutual Fund

Check list of all schemes, latest NAV, Returns and other important information

  • Total Funds 126
  • Average annual returns 18.21%

About PGIM India Mutual Fund

PGIM (Prudential Investment Management) India Mutual Fund, a wholly owned subsidiary of PGIM, the global investment management arm of Prudential Financial, Inc. (PFI) based in the US, was founded a decade ago, drawing on the 140-year legacy of PGIM. PGIM Mutual Fund provides a diverse portfolio with 22 schemes, including 8 equity schemes, 10 debt schemes, and 4 hybrid schemes. This AMC holds the 24th position, which underlines its commitment to leveraging global expertise and heritage for the benefit of investors in India. The PGIM India Midcap Opportunities Fund, the flagship scheme, has exhibited an impressive average annualized return of 17.89% since its inception.

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Top Performing PGIM India Mutual Fund in India for High Return

Asset Type

  • Equity
  • Commodities
  • Debt
  • Solution Oriented
  • Hybrid
  • Others

Category Type

  • Large Cap
  • Mid Cap
  • Small Cap
  • Flexi Cap
  • Index Fund
  • Large and Mid Cap
  • Multi Cap
  • ELSS
  • Banking & Financial
  • IT & Technology
  • Pharma & Healthcare
  • Infrastructure
  • FMCG
  • Focused
  • Value
  • Contra
  • Consumption Theme
  • Energy Sector
  • PSU Themes
  • MNC Themes
  • Others Sector
  • Other Themes
  • Dividend Yield
  • International Funds
  • Thematic-Infrastructure
  • Close ended equity scheme
  • ETFs
  • Manufacturing
  • Thematic Transportation
  • Overnight
  • Liquid
  • Ultra Short Duration
  • Low Duration
  • Money Market
  • Short Duration
  • Dynamic Bond
  • Corporate Bond
  • Medium Duration
  • Medium to Long Duration
  • Long Duration
  • Gilt
  • 10 yrs Gilt Fund
  • Credit Risk
  • Banking and PSU
  • Floater
  • FMP
  • Aggressive
  • Balanced Hybrid
  • Conservative
  • Equity Savings
  • Dynamic Asset Allocation
  • Multi Asset Allocation
  • Arbitrage Funds
  • Gold
  • Silver
  • Retirement Funds
  • Childrens Funds
  • Domestic Equity FoF
  • Domestic Deb FoF
  • Domestic Hybrid FoF
  • Domestic FoF
  • International FoF

Minimum SIP Amt.

  • ₹100 - ₹500
  • ₹500 - ₹1000
  • ₹1000 - ₹5000

Fund Option

  • Growth
  • Dividend
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Snapshot

Returns

Risk

Information

NAV Details

Compare Funds

Lumpsum 3Y P.a 11.85%
SIP 3Y P.a. 20.41%
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Lumpsum 3Y P.a 11.85%
SIP 3Y P.a. 20.41%
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Lumpsum 3Y P.a 11.64%
SIP 3Y P.a. 16.4%
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Lumpsum 3Y P.a 11.19%
SIP 3Y P.a. 18.34%
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Lumpsum 3Y P.a 8.71%
SIP 3Y P.a. 12.24%
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Lumpsum 3Y P.a 8.27%
SIP 3Y P.a. 13.98%
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Lumpsum 3Y P.a 7.55%
SIP 3Y P.a. 15.69%
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Lumpsum 3Y P.a 6.9%
SIP 3Y P.a. 13.9%
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Lumpsum 3Y P.a 6.2%
SIP 3Y P.a. 6.85%
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Lumpsum 3Y P.a 6.05%
SIP 3Y P.a. 6.78%
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Short Term

Long Term

SIP

Rolling Term

1 Week -1.36%
1 Month -4.14%
3 Months 2.11%
6 Months 15.63%
1 Year 27.84%
Invest
1 Week -1.36%
1 Month -4.14%
3 Months 2.11%
6 Months 15.63%
1 Year 27.84%
Invest
1 Week -0.33%
1 Month -3.04%
3 Months 0.48%
6 Months 11.36%
1 Year 22.78%
Invest
1 Week 0.19%
1 Month -5.38%
3 Months -0.14%
6 Months 13.01%
1 Year 26.79%
Invest
1 Week -0.07%
1 Month -2.12%
3 Months 0.41%
6 Months 8.46%
1 Year 17.81%
Invest
1 Week 0.01%
1 Month -4.5%
3 Months -2.15%
6 Months 6.76%
1 Year 20.19%
Invest
1 Week -
1 Month -4.05%
3 Months 0.26%
6 Months 11.15%
1 Year 24.87%
Invest
1 Week 0.48%
1 Month -2.04%
3 Months 0.96%
6 Months 8.54%
1 Year 20.07%
Invest
1 Week 0.11%
1 Month 0.55%
3 Months 1.74%
6 Months 3.55%
1 Year 7.31%
Invest
1 Week 0.11%
1 Month 0.57%
3 Months 1.76%
6 Months 3.6%
1 Year 7.26%
Invest
2 Years 20.01%
3 Years 11.85%
5 Years -
Annual Rt 16.69%
Invest
2 Years 20.01%
3 Years 11.85%
5 Years -
Annual Rt 16.69%
Invest
2 Years 16.05%
3 Years 11.64%
5 Years 17.98%
Annual Rt 15.23%
Invest
2 Years 18.1%
3 Years 11.19%
5 Years 28.54%
Annual Rt 18.9%
Invest
2 Years 12.45%
3 Years 8.71%
5 Years -
Annual Rt 11.64%
Invest
2 Years 13.92%
3 Years 8.27%
5 Years 13.03%
Annual Rt 17.77%
Invest
2 Years 16.25%
3 Years 7.55%
5 Years 20.56%
Annual Rt 14.43%
Invest
2 Years 15.15%
3 Years 6.9%
5 Years 11.84%
Annual Rt 13.08%
Invest
2 Years 7.12%
3 Years 6.2%
5 Years 5.25%
Annual Rt 7.1%
Invest
2 Years 7.16%
3 Years 6.05%
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Annual Rt 5.07%
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Min SIP ₹1000
Min Lumpsum ₹5000
Expense Ratio 2.07%
Fund Manager Puneet Pal
Launch Date 29-Jul 2021
Invest
Min SIP ₹1000
Min Lumpsum ₹5000
Expense Ratio 2.07%
Fund Manager Puneet Pal
Launch Date 29-Jul 2021
Invest
Min SIP ₹500
Min Lumpsum ₹500
Expense Ratio 2.27%
Fund Manager Bhupesh Kalyani
Launch Date 11-Dec 2015
Invest
Min SIP ₹1000
Min Lumpsum ₹5000
Expense Ratio 1.7%
Fund Manager Puneet Pal
Launch Date 05-Dec 2013
Invest
Min SIP ₹1000
Min Lumpsum ₹5000
Expense Ratio 2.14%
Fund Manager Puneet Pal
Launch Date 24-Feb 2021
Invest
Min SIP ₹1000
Min Lumpsum ₹5000
Expense Ratio 2.38%
Fund Manager Bhupesh Kalyani
Launch Date 05-Jan 2003
Invest
Min SIP ₹1000
Min Lumpsum ₹5000
Expense Ratio 1.78%
Fund Manager Puneet Pal
Launch Date 05-Feb 2015
Invest
Min SIP ₹1000
Min Lumpsum ₹5000
Expense Ratio 2.34%
Fund Manager Puneet Pal
Launch Date 29-Jan 2004
Invest
Min SIP ₹1000
Min Lumpsum ₹5000
Expense Ratio 0.29%
Fund Manager Puneet Pal
Launch Date 05-Sep 2007
Invest
Min SIP ₹1000
Min Lumpsum ₹5000
Expense Ratio 0.53%
Fund Manager Puneet Pal
Launch Date 06-Mar 2020
Invest
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PGIM India Mutual Fund Funds Return Calculator

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  • Invested Amount
  • Estimated Returns

  • Invested Amount ₹43,855
  • Interest Earned ₹6,145
Comparison of Top PGIM India Mutual Fund

Investment Strategy

Extensive research is used to inform this Mutual Fund's house investing strategy, which carefully considers risk and return aspects. This approach is instrumental in constructing portfolios designed to provide investors with consistent and superior risk-adjusted returns over the long term.

 

Key Management Team

Mr. Vinay Paharia (CIO both debt and equity)

PGIM India Mutual Fund has appointed Vinay Paharia as its new Chief Investment Officer (CIO), where he will oversee both the equity and fixed income divisions. With nearly two decades of experience in equity research and fund management, Vinay brings valuable expertise to his new role. Prior to joining this AMC, he served as the CIO for Union Mutual Fund.

 

List of all Fund Managers

 List of all Fund Managers PGIM Mutual funds

 

Top 5 PGIM Mutual Funds 

 Top 5 PGIM Mutual Funds

 

HISTORY OF PGIM MUTUAL FUND

PGIM fund house harnesses the 140-year legacy of PGIM, leveraging its strength and stability to build upon a decade-long history in India. Constituted as a trust under the Indian Trusts Act, of 1882, this Mutual Fund has Prudential Financial, Inc. (PFI) as its sponsor and Pramerica Trustees Private Limited as the trustee. The Trust Deed is registered under the Indian Registration Act, 1908. Pramerica Mutual Fund obtained registration with the Securities and Exchange Board of India (SEBI) on May 13, 2010.

  • This AMC offers a unique investing strategy, that sets it apart.
  • The Fund House operates globally 1,300+ investment experts.
  • PGIM MF offers a range of funds, giving the investors options.
  • PGIM AMC India mutual funds elevate governance principles.
  • This fund house consistently ranks among the top performers.

  

HOW TO SELECT PGIM MUTUAL FUND?

Visit these steps to select the best PGIM AMC schemes:

  • Set specific goals aligned with financial desires.
  • Assess risk tolerance and adjust investment plan.
  • Diversify portfolio across industries to lower risk.
  • Research before investing to understand funds
  • Regularly monitor assets' optimal performance.
  • Seek professional guidance to manage market risks.

In summary, is important to choose wisely when investing in mutual funds and calculate the annualized returns with a SIP calculator for smart investing.

 

HOW TO INVEST IN PGIM MUTUAL FUND VIA MYSIPONLINE?

Investing in PGIM mutual fund through mysiponline is hassle-free with these simple steps:

  • Visit mysiponline.com for choose PGIM mutual funds.
  • Register for free account, complete profile, add funds.
  • Verify KYC with PAN, Aadhar, Signature, and Bank proof.
  • Explore, add funds to the cart, then make payment.
  • Monitor investments through mysiponline.com account.

To sum up, invest easily in PGIM asset management company schemes using Online SIP for a smooth and efficient investing experience.

 

WHAT IS THE TAXATION ON PGIM MUTUAL FUND?

The taxation of PGIM mutual funds depends on which category they fall under equity or debt:

Equity-Oriented Mutual Funds

  • Short-term Capital Gains (STCG): Taxed at a flat rate of 15% if units are sold within one year of purchase.
  • Long-term Capital Gains (LTCG): Gains exceeding Rs.1 lakh in a financial year are taxed at 10% without indexation if units are sold after one year.

Debt-Oriented Mutual Funds

  • Short-term Capital Gains (STCG): Taxed according to the investor's income tax slab rate if units are sold within three years of purchase.
  • Long-term Capital Gains (LTCG): Taxed at a rate of 20% with the benefit of indexation if units are sold after three years.

Frequently Asked Questions

Can I invest for a very short-term duration in PGIM India Mutual Fund?

Yes, when you invest in liquid funds, you can utilise the advantage to get comparatively higher returns than bank savings deposit and redeem any time as the emergency arrives. PGIM Liquid Regular Plan is available at MySIPonline to fulfil your very short-term investment needs or plan for emergency requirements.

What are the different PGIM mutual funds available?

Determined to serve investors with the best investment solutions, this AMC provides a range of investment products to match with their investment objective. Based on your risk-appetite and other prominent factors, you can choose different schemes provided under equity, debt, and hybrid category funds. The segregation under the category to subcategory to schemes makes investors confident to get what they are searching for.

What is the advantage of investing in amc Funds?

The AMC ensures safety, transparency, low cost, and higher return potential. By investing in any scheme offered by the fund house over a time horizon as mentioned in the investment objective, the investors will surely get adequate returns by investing. So, it depends on your investment decision as well to choose the scheme wisely.

Are all SIPs in PGIM Funds online tax-free?

No, all SIPs in PGIM MF are not tax-free. To get tax-saving benefits, you have to choose the ELSS scheme. Taxation in funds of this AMC is done as per the rules set by the Government.
Is there anything like minimum lock-in period for mutual fund investment units?
Apart from the ELSS scheme, i.e., PGIM Tax Saver Fund, which is for investors to get tax saving benefits and capital appreciation, there is no scheme with a lock-in period. The ELSS scheme has a lock-in of 3-years as mentioned in SEBI mandates.

How to analyse the performance of PGIM India Mutual Fund?

To analyze the performance of any scheme provided by this AMC, you are required to check the returns of the particular scheme at MySIPonline at all durations. You can also check the performance of the SIPs by simply putting in the value in the relevant bracket and get the graph.

Why do I need a financial adviser?

It is not necessary that you should take the help of a financial adviser if you understand the important parameters of investing. But, for new investors, it is important to take consultation from the experts as they will help in sorting out the relevant schemes. Further, if you are confused among schemes or unable to review your portfolio, you are in a need of adviser.
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