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PGIM India Retirement Fund(IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.66 | — | 1.49 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.23 | 47.13 | 1.28 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 5 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| BSE 500 - TRI |
About Flexi Cap Fund
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Peers & Comparison
OtherFlexi Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| PGIM India Retirement Fund(IDCW) | — | — | — |
| HDFC Flexi Cap Fund(IDCW) | 16.45% | 15.02% | 6.49% |
| Kotak Flexicap Fund(IDCW-Payout) | 20.93% | 17.10% | 13.47% |
| UTI Flexi Cap Fund(IDCW) | 16.87% | 6.91% | 12.32% |
Price Comparison
Compare PGIM India Retirement Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- ICICI Bank Ltd3M change : -0.18 %
Holdings
6.05 %
-0.18 % - HDFC Bank Ltd3M change : 1.29 %
Holdings
5.13 %
1.29 % - Tata Consultancy Services Ltd3M change : 0.13 %
Holdings
4.09 %
0.13 %
AMC Profile
PGIM India Mutual Fund is a fully owned business of PGIM, the global investment management business of the US based Prudential Financial, Inc. (PFI). PGIM operates across 16 countries and has 38 offices with over 1,300+ investment professionals.
No.of Schemes
24
Total AUM
₹ 25,561.23 Cr.
Fund Manager Profile
Vinay Paharia
AUM: ₹22,336.90 Cr.
|
Exp: 11yrs
Puneet Pal
AUM: ₹22,692.15 Cr.
|
Exp: 10yrs
Anandha Padmanabhan Anjeneyan
AUM: ₹9,257.64 Cr.
|
Exp: 13yrs
Sharma Vivek
AUM: ₹21,080.97 Cr.
|
Exp: 15yrs
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
(unrealised)
Opinions and Fund Reviews
NFO closes today! | PGIM India Retirement Fund
8 months ago•PGIM India Mutual Fund
NFO Closes Tomorrow | PGIM India Retirement Fund
8 months ago•PGIM India Mutual Fund
NFO closes in 2 days! | PGIM India Retirement Fund
8 months ago•PGIM India Mutual Fund
Why should your retirement fund have a multicap strategy | PGIM India Retirement Fund
8 months ago•PGIM India Mutual Fund
Children should be a source of happiness, not your retirement!
8 months ago•PGIM India Mutual Fund
Plan early and be a Mast Maula for Life with PGIM India Retirement Fund | Financial Planning
8 months ago•PGIM India Mutual Fund
Retirement ke liye koi loan nahi hota | PGIM India Retirement Fund
8 months ago•PGIM India Mutual Fund
India is changing. Is your retirement plan keeping up with it? | PGIM India Retirement Fund
8 months ago•PGIM India Mutual Fund
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%