PGIM India Mutual Fund offers one of India's most trusted and diversified investment platforms, with 172 active schemes spanning Hybrid, Equity, Debt categories - making it a strong fit for retirement-focused investors at every stage of their journey...
PGIM India Mutual Fund offers one of India's most trusted and diversified investment platforms, with 172 active schemes spanning Hybrid, Equity, Debt categories - making it a strong fit for retirement-focused investors at every stage of their journey. The PGIM India Midcap Fund Direct-Growth leads the fund house with the highest AUM at ₹9,680.98 Cr, a testament to the scale of investor confidence it commands. For those building a retirement corpus, PGIM India Small Cap Fund Direct-Growth stands out with 5-year returns of 13.94% and a long-term track record of 17.12% over 10 years - well-suited for wealth preservation goals. The PGIM India Midcap Fund Direct-Growth, with AUM of ₹9,680.98 Cr and 10-year returns of 17.12%, is specifically designed for post-retirement income needs. With an average expense ratio of 1.01% across all schemes, PGIM India Mutual Fund balances cost efficiency with consistent performance - a key consideration for long-term retirement savers.
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The core objective of
PGIM India Mutual Fund
is to provide professionally managed investment avenues tailored to help investors achieve their financial goals.
By offering a comprehensive suite of
Hybrid, Equity, Debt
schemes, the fund house focuses on optimizing the risk-reward ratio to deliver consistent long-term capital appreciation and wealth creation.
PGIM India Mutual Fund
features a diverse lineup of
172
active schemes spanning equity, debt, hybrid, and index fund categories.
This broad selection allows investors to easily align their choices with their individual risk tolerances and financial timelines.
The flagship scheme commanding the largest market share for the fund house is
PGIM India Midcap Fund Direct-Growth,
which leads with Assets Under Management (AUM) of
₹9,680.98 Cr.
This serves as a strong indicator of sustained investor trust and market participation.
For short-term financial horizons of up to a year, the top-performing schemes from
PGIM India Mutual Fund
based on historical returns include:
PGIM India Healthcare Fund Direct-Growth
: Delivered
18.77%
returns over a 3-month period.
PGIM India Healthcare Fund Direct-Growth
: Achieved
27.57%
returns over a 6-month horizon.
PGIM India Emerging Markets Equity FoF Direct-Growth
: Recorded
29.48%
returns over a 1-year timeline.
For investment horizons spanning 2 to 5 years, the highest-performing mid-term schemes within the
PGIM India Mutual Fund
portfolio are:
PGIM India Emerging Markets Equity FoF Direct-Growth
: Generated
24.64%
returns over a 2-year period.
PGIM India Emerging Markets Equity FoF Direct-Growth
: Posted
23.53%
returns over a 3-year horizon.
PGIM India Small Cap Fund Direct-Growth
: Registered
13.94%
returns over a 5-year period.
For long-term wealth accumulation over a 7 to 20-year horizon, the top-performing funds from
PGIM India Mutual Fund
include:
PGIM India Midcap Fund Direct-Growth
: Delivered
24.45%
returns over 7 years.
PGIM India Midcap Fund Direct-Growth
: Achieved
17.12%
returns over a 10-year horizon.
PGIM India Large Cap Fund Regular-Growth
: Recorded
10.72%
returns over 15 years.
PGIM India Large Cap Fund Regular-Growth
: Posted
11.04%
returns over a 20-year timeframe.
Across the active lineup of
PGIM India Mutual Fund,
the cost structure varies significantly depending on the scheme category:
Highest Expense Ratio:
PGIM India Large Cap Fund Regular-Growth
features an expense ratio of
2.42%.
Lowest Expense Ratio:
PGIM India Liquid Fund Direct Plan-Growth
offers a lower expense ratio of
0.11%.
