PGIM India Mutual Fund is a wholly owned business of PGIM, the global investment management business of the US-based Prudential Financial, Inc. (PFI). It uses PGIM's 140-year tradition and was founded a decade ago. PGIM India Mutual Fund registered with SEBI in May 2010. The fund house managed Rs. 25,550 crores and 0.43% of the industry's AUM as of Mar 31, 2024. PGIM India Mutual Fund gives you the option to select from 23 mutual fund schemes, 10 equity, 4 hybrid, and 9 debt Schemes are listed. The fund house serves 27 locations and 8000+ distributors. As of March 2024, PGIM India's main schemes are Midcap Opportunities Fund, Flexi Cap Fund, and Small Cap Fund.
How to Invest in PGIM India Mutual Fund on Swaraj Finpro.
Investing in PGIM India Mutual Fund online is a convenient process and you can do so by following the few simple steps mentioned below:
Step 1. Log-in to your Swaraj Finpro account or register if you don’t have one.
Step 2. Upload your identity proof documents (Aadhaar, Voter ID, PAN, Passport, Driving License, Central or State Government ID card, etc.)
Step 3. Upload your proof of address documents (any identity proof documents with your permanent address, etc.)
Step 4. Select the investment period of your preference.
Step 5. Choose your risk appetite - low, mid, or high.
Step 6. Choose your preferred PGIM India Mutual Fund.
Step 7. Click on “Invest One Time” if you want to invest a lump sum amount or “Start SIP” if you want to invest via SIP.
The PGIM India Mutual Fund
in India you have invested in will show in your Swaraj Finpro account within 3 to 4 working days.
Lets have a closer look
Now let us jump and check about these top 15 mutual fund schemes.
Fund Performance: The PGIM India Small Cap Fund Fund has given 17.83% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The PGIM India Small Cap Fund Fund comes under the Equity category of PGIM India Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in PGIM India Small Cap Fund via lump sum is ₹ 5000 and via SIP is ₹ 500.
Scheme Objective: The scheme seeks to achieve long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies.
Fund Performance: The PGIM India Global Equity Opportunities Fund Fund has given 4.02% annualized returns in the past three years and 17.69% in the last 5 years and 9.94% in the last 10 years. The PGIM India Global Equity Opportunities Fund Fund comes under the Equity category of PGIM India Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in PGIM India Global Equity Opportunities Fund via lump sum is ₹ 5000 and via SIP is ₹ 500.
Scheme Objective: The scheme seeks to generate long-term capital growth by investing predominantly in units of overseas mutual funds, focusing on agriculture and/or would be direct and indirect beneficiaries of the anticipated growth in the agriculture and/or affiliated/allied sectors.
Scheme Manager: Chetan Gindodia.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 1423.5
1 Y Return (%)
: 36.19
Risko-Meter : Very High
Fund Performance: The PGIM India Midcap Opportunities Fund Fund has given 17.34% annualized returns in the past three years and 31.70% in the last 5 years and 17.33% in the last 10 years. The PGIM India Midcap Opportunities Fund Fund comes under the Equity category of PGIM India Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in PGIM India Midcap Opportunities Fund via lump sum is ₹ 5000 and via SIP is ₹ 500.
Scheme Objective: The scheme seeks to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies.
Fund Performance: The PGIM India Emerging Markets Equity Fund Fund has given -8.24% annualized returns in the past three years and 2.64% in the last 5 years and 1.96% in the last 10 years. The PGIM India Emerging Markets Equity Fund Fund comes under the Equity category of PGIM India Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in PGIM India Emerging Markets Equity Fund via lump sum is ₹ 5000 and via SIP is ₹ 500.
Scheme Objective: The fund invests in equities of issuers with headquarter in a member state of the european economic and monetary union(EMU). The fund management tries to identify current & future market leaders while putting special emphasis on the companies' structural growth and earnings momentum characteristics. Although the fund the primarily invests in large caps; small & mid caps can make up 30% of the fund assets.
Scheme Manager: Chetan Gindodia.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 102.59
1 Y Return (%)
: 29.16
Risko-Meter : Very High
Fund Performance: The PGIM India Flexi Cap Fund Fund has given 12.18% annualized returns in the past three years and 23.35% in the last 5 years and 0.00% in the last 10 years. The PGIM India Flexi Cap Fund Fund comes under the Equity category of PGIM India Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in PGIM India Flexi Cap Fund via lump sum is ₹ 5000 and via SIP is ₹ 500.
Scheme Objective: The scheme seeks to generate income & capital appreciation by predominantly investing in an actively managed diversified portfolio of equity & equity related instruments including derivatives.
PGIM India Mutual Fund
