Last Updated on Oct 6, 2022 by Anjali Chourasiya
PGIM India Mutual Fund is a wholly owned business of PGIM, the global investment management business of the US-based Prudential Financial Inc. (PFI). They are one of the top 10 investment managers with over $1.4 tn in assets under management. PGIM offers a wide range of actively managed asset classes and investment styles, including equities, fixed income, and real estate. Here are the top PGIM Mutual Funds, along with the KYC requirements.
Table of Contents
Key highlights of PGIM Mutual Fund
- PGIM has a network of 27 cities
- Four of PGIM’s portfolios have been AAAmfs by ICRA
- Tie up with more than 8000 distributors
- Strong institutional relationship of over 1500 connections
List of PGIM Equity Mutual Fund
| Name of the fund | Information | NAV | AUM (Rs. in cr.) |
| PGIM India Small Cap Fund | Minimum Small Cap allocation of 65% Inception Date: 29 July 2021 Regular Plan – Growth Option | 11.31 | 2,061 |
| PGIM India Large Cap Fund | Minimum Large Cap allocation of 80% Inception Date: 29 July 2021 Regular Plan – Growth Option | 267.07 | 403 |
| PGIM India Flexi Cap Fund | Minimum Equity Exposure of 65% Inception Date: 04 March 2015 Regular Plan – Growth Option | 27.90 | 5,081 |
| PGIM India Midcap Opportunities Fund | Minimum Mid Cap allocation of 65% Inception Date: 02 December 2013 Regular Plan – Growth Option | 49.75 | 6,614 |
Note: The data is of date 03 October 2022, taken from Tickertape. You can use Tickertape Mutual Fund Screener to screen other mutual funds. You can analyse a fund for investment decisions using detailed mutual fund pages.
List of PGIM Debt Mutual Fund
| Name of the fund | Information | NAV | AUM (Rs. in cr.) |
| PGIM India Overnight Fund | Duration: 1-day Inception Date: 29 August 2019 Regular Plan – Growth Option | 1,122.74 | 83 |
| PGIM India Money Market Fund | Duration: 4.08 months Inception Date: 28 February 2020 Regular Plan – Growth Option | 1,118.30 | 47 |
| PGIM India Liquid Fund | Duration: 29.2 days Portfolio Rated AAAmfs by ICRA Inception Date: 05 September 2007 Regular Plan – Growth Option | 283.93 | 715 |
| PGIM India Low Duration Fund | Duration: 11.88 months Inception Date: 22 June 2007 Regular Plan – Growth Option | 26.08 | 105 |
| PGIM India Ultra Short Duration Fund | Duration: 4.44 months Inception Date: 18 November 2008 Regular Plan – Growth Option | 29.27 | 510 |
| PGIM India Short Duration Fund | Duration: 2.92 years Inception Date: 21 January 2003 Regular Plan – Growth Option | 40.17 | 25 |
| PGIM India Dynamic Bond Fund | Duration: Investment across the duration Portfolio Rated AAAmfs by ICRA Inception Date: 12 January 2012 Regular Plan – Growth Option | 2,376.94 | 136 |
| PGIM India Corporate Bond Fund | Minimum 80% investment in highest-rated corporate bonds (AA+ and above) Portfolio Rated AAAmfs by ICRA Inception Date: 21 January 2003 Regular Plan – Growth Option | 38.87 | 54 |
| PGIM India Banking And PSU Debt Fund | Minimum 80% investment in Banking & PSU, PFI & Municipal Bonds Portfolio Rated AAAmfs by ICRA Inception Date: 11 March 2013 Regular Plan – Growth Option | 20.94 | 65 |
| PGIM India Gilt Fund | Minimum 80% investment in G-secs & T-bills Inception Date: 27 October 2008 Regular Plan – Growth Option | 26.04 | 151 |
Note: The data is of date 03 October 2022, taken from Tickertape. You can use Tickertape Mutual Fund Screener to screen other mutual funds. You can analyse a fund for investment decisions using detailed mutual fund pages.
List of PGIM Hybrid Mutual Fund
| Name of the fund | Information | NAV | AUM (Rs. in cr.) |
| PGIM India Equity Savings Fund | Minimum Equity allocation of 65% and minimum Debt allocation of 10% Inception Date: 29 January 2004 Regular Plan – Growth Option | 44.53 | 169 |
| PGIM India Hybrid Equity Fund | Equity exposure between 65%-80% Inception Date: 29 January 2004 Regular Plan – Growth Option | 102.41 | 229 |
| PGIM India Arbitrage Fund | Minimum Equity and stock derivatives exposure of 65% Inception Date: 27 August 2014 Regular Plan – Growth Option | 16.11 | 136 |
| PGIM India Balanced Advantage Fund | Minimum Equity exposure of 65% Inception Date: 04 February 2021 Regular Plan – Growth Option | 11.81 | 1,541 |
Note: The data is of date 03 October 2022, taken from Tickertape. You can use Tickertape Mutual Fund Screener to screen other mutual funds. You can analyse a fund for investment decisions using detailed mutual fund pages.
PGIM tax-saver plan
| Name of the fund | Information | NAV | AUM (Rs. in cr.) |
| PGIM India ELSS Tax Saver Fund | The fund has 94.09% investment in domestic equities, of which 64.93% is in Large Cap stocks, 11.08% is in Mid Cap stocks, 5.96% in Small Cap stocks Inception Date: 11th December 2015 Regular Plan – Growth Option | 25.80 | 415 |
Note: The data is of date 03 October 2022, taken from Tickertape. You can use Tickertape Mutual Fund Screener to screen other mutual funds. You can analyse a fund for investment decisions using detailed mutual fund pages.
KYC requirement for the PGIM Mutual Fund
A ‘Know Your Customer’ (KYC) verification is mandated by SEBI. It requires details of the identity, address, financial status, demographics, and occupation of a person. Resident Indians and a Person of Indian Origin (PIO) residing in India would need the following documents for PGIM Mutual Fund KYC:
- PAN Card
- A photograph
- Address proof (Passport/Aadhar Card/Voter ID card/Driving License)
- An identity proof
Either an in-person verification or online video selfie verification will be done by an authorised official of the mutual fund.
FAQs
1. How to calculate PGIM India Mutual Fund SIP?
To calculate PGIM India Mutual Fund SIP, you need to consider the following things:
– Investment amount
– SIP tenure
– Expected interest rate
2. How to redeem PGIM India Mutual Fund?
To redeem PGIM India Mutual Fund, there are two ways: offline and online.
– For the offline mode, visit the nearest fund house and submit a form.
– For the online mode, you can visit the official website and redeem the investment by signing in with the folio number. Alternatively, you can withdraw your investment from any online portal where you have invested.
3. How to stop a SIP in a PGIM India Mutual Fund online?
You can stop your SIP at any time by putting in a ‘Cancel SIP’ request via online and offline modes. To request cancellation via online mode, you can either log in to the PGIM Mutual Funds website with your folio number or check the steps on the online investment platform where you have invested. For the offline process, you can contact your agent and follow further instructions.
4. How do I know about PGIM India Mutual Funds?
PGIM India Mutual Funds is a wholly owned business of PGIM. It has several mutual funds under its profile. Using Tickertape mutual funds pages, you can learn about each fund in detail. Further, with the help of Tickertape Mutual Fund Screener, you can list mutual funds based on your preferred parameters and analyse them for further investment decisions.
As an insatiable reader and learner, I’ve spent the last two years exploring the world of finance. With my creative mind and curious spirit, I love making complex finance topics easy and fun for everyone to understand. Join me on my journey as we navigate the world of finance together!
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