Algos

Options

A tool designed to create, analyze, and manage options strategies through algorithmic models to optimize trading performance.

Backtesting

Allows traders to test their strategies against historical data to see how they would have performed in real market conditions before applying them live.

Algos Scalping

A high-frequency trading strategy that aims to capitalize on small price changes within short time frames. This tool automates quick trades to take advantage of market inefficiencies.

Portfolio & AI Analysis

View Portfolio

A comprehensive dashboard to view and analyze your current investments and holdings, offering insights into their performance and risks.

Live AI Agent

An intelligent assistant powered by artificial intelligence that can help you make trading decisions by providing real-time recommendations based on market trends and your portfolio.

Trading

Option Chain

Displays a list of available options for a particular asset, showing their prices, expiration dates, and strike prices to help traders select appropriate contracts for trading.

Spreads

A trading strategy where a trader buys and sells options of the same class (call or put) on the same underlying asset but with different strike prices or expiration dates.

Straddle Scanner

Scans for straddle opportunities, where a trader buys both a call and a put option with the same strike price and expiration date, typically used when expecting high volatility.

Spread Analyzer

Analyzes different spread strategies, providing insights into potential profits, risks, and the best combinations of options for a chosen strategy.

Strike Scanner

A tool that scans various strike prices for options to identify which ones may offer the best risk-to-reward ratio based on current market conditions.

Strategies

Covered Call

A strategy where a trader holds a long position in an asset while simultaneously selling a call option on that asset to generate income from option premiums.

Cash Secured Put

A strategy in which a trader sells a put option while ensuring they have enough cash in their account to purchase the underlying asset if the option is exercised.

Futures Arbitrage

A strategy involving the simultaneous buying and selling of futures contracts to profit from price differences between related markets or instruments.

Exchanges Arbitrage

A principle that states the price relationship between puts and calls with the same strike prices and expiration dates should remain in a balanced equilibrium, allowing traders to exploit discrepancies.

Put Call Parity

A tool that scans various strike prices for options to identify which ones may offer the best risk-to-reward ratio based on current market conditions.

Box Spread Arbitrage

A market-neutral strategy that involves using four options (a combination of calls and puts) to lock in a risk-free profit from the price discrepancy between them.

Stocks

Screener

A tool that filters stocks based on predefined criteria such as market capitalization, sector, dividend yield, etc., to help traders find stocks that match their investment strategy.

Live Analysis

Provides real-time analysis of stock performance, including trends, technical indicators, and news, helping traders make informed decisions based on live market data.
PGIM India Flexi Cap Fund Direct Growth logo

PGIM India Flexi Cap Fund Direct Growth

Aggregate Rating: 3/5
Equity Flexi Cap
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Overview

PGIM India Flexi Cap Fund Direct Growth

PGIM India Mutual Fund

The scheme seeks to generate income & capital appreciation by predominantly investing in an actively managed diversified portfolio of equity & equity related instruments including derivatives.

Investments in PGIM India Flexi Cap Fund Direct Growth are subject to market risks. Please read the offer document carefully before investing to understand the potential market risks and rewards.

Latest NAV

₹ 39.95

Fund Size (AUM)

₹5966.79 Cr

Risk

Very High (Risk rating: 6/10)

Minimum Investment

Lumpsum: ₹ 5000

SIP: ₹1000

Launch Date

04-Mar-2015

Expense Ratio

0.43%

Exit Load

Exit load of 0.5%, if redeemed within 90 days.

Benchmark

NIFTY 500 Total Return Index

Standard Deviation

14.09

History

Performance & Ratios

1-Year SIP Return

-13.56%

3-Year SIP Return

8.79%

5-Year SIP Return

14.02%

Mean Return

9.77%

Alpha

-2.16

Beta

0.9

Sharpe Ratio

0.35

Sortino Ratio

0.6

Information Ratio

-0.63

Returns
1Y 3Y 5Y All Time
Fund Returns 10.7% 11.77% 26.9% 14.35%
Category Average 8.8% 14.36% 23.04% N/A
Rank Within Category 43 62 13 N/A

Holdings (60)

Company Sector Instrument Assets
HDFC Bank Ltd. Financial Equity 8.82%
ICICI Bank Ltd. Financial Equity 8.53%
Reliance Industries Ltd. Energy Equity 5.26%
Tata Consultancy Services Ltd. Technology Equity 4.27%
Varun Beverages Ltd. Consumer Staples Equity 3.19%
Bharti Airtel Ltd. Communication Equity 3.04%
Persistent Systems Ltd. Technology Equity 2.54%
Interglobe Aviation Ltd. Services Equity 2.44%
TVS Motor Company Ltd. Automobile Equity 2.42%
Multi Commodity Exchange Of India Ltd. Services Equity 2.34%

Holdings Analysis

Peer Comparison

Peer Comparison

Fund Name AUM (₹ Cr) 1Y Return (%) 3Y Return (%) Expense Ratio (%) Rating
JM Flexicap Fund Direct Plan Growth 5263.18 9.81 24.32 0.56 N/A
HDFC Flexi Cap Direct Plan Growth 69639.05 19.44 22.92 0.81 N/A
Franklin India Flexi Cap Fund Direct Growth 17393.86 13.23 18.89 1.0 N/A
Parag Parikh Flexi Cap Fund Direct Growth 93440.89 14.77 18.7 0.63 N/A
HSBC Flexi Cap Fund Direct Growth 4547.47 11.66 18.2 1.18 N/A

SIP, STP & SWP Details

Systematic Investment Plan (SIP):

Frequency: Monthly

Min Amount: ₹ 1000

Multiplier: 1

Systematic Transfer Plan (STP):

Frequency: MONTHLY

Dates: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28

Min Amount: ₹ 1000

Min Installments: 5

Systematic Withdrawal Plan (SWP):

Frequency: MONTHLY

Dates: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28

Min Amount: ₹ 1000

Min Installments: 5

AMC Details

Asset Management Company

PGIM India Mutual Fund

DHFL Pramerica Mutual Fund started their mutual fund on 13/05/2010 and its managing total assets of ₹25,191 Cr. Its ranked at 15 as per total assets at end of 30th Sep 2017. PGIM India Mutual Fund employs robust strategies to manage market risks, but investments remain subject to market risks. Please read the fund’s documentation for detailed risk management policies.

DHFL was established in the year 1984 and it aimed to provide financial access to the middle and lower income strata of the society. Today, it is one of the most trusted and leading financial brands in India.

When it comes to the mutual fund space, this AMC provides funds across various categories and its main vision is financial inclusion, which means that their motto is to bring financial awareness to people in remote cities and towns. DHFL is therefore present in 351 locations across the country.

DHFL Pramerica Trustees Private Limited acts as the trustee company of DHFL Pramerica Mutual Fund and makes sure that all transactions are in accordance with the rules and regulations set-up by SEBI.

Launch Date

2010-05-13T00:00:00.928Z

Total AUM

₹ 23865.19 Cr

Address

7th Floor, Radhe Empire,Chandavarkar RoadBorivali (W), Mumbai Mumbai 400092

Phone

+91 22 6159 5441 / 42

Website

https://www.pgimindiamf.com

Sub Type

Contra

Sub Type Info

Contra funds follow Contrarian strategy which means investing in stocks in contrast to the prevailing sentiment. Minimum investment in equity is 65%.

Tax Impact

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Stamp Duty

0.005% (from July 1st, 2020)

Fund Manager Details

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PGIM India Flexi Cap Fund Direct Growth

PGIM India Mutual Fund

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Frequently Asked Questions

How is the overall rating calculated?

The overall rating for PGIM India Flexi Cap Fund Direct Growth is an aggregate score based on performance metrics (returns over 1, 3, and 5 years), risk-adjusted returns (Sharpe and Sortino ratios), and consistency relative to its category. Ratings are on a scale of 1 to 5, with 5 being the highest.

What are the top stocks of PGIM India Flexi Cap Fund Direct Growth?

The top stocks held by PGIM India Flexi Cap Fund Direct Growth include HDFC Bank Ltd., ICICI Bank Ltd., Reliance Industries Ltd..

Which industries does PGIM India Flexi Cap Fund Direct Growth invest in?

PGIM India Flexi Cap Fund Direct Growth primarily invests in the following industries: Financial, Energy, Technology.

Who are the fund managers of PGIM India Flexi Cap Fund Direct Growth?

The fund managers of PGIM India Flexi Cap Fund Direct Growth are Puneet Pal and Vinay Paharia and Anandha Padmanabhan Anjeneyan and Vivek Sharma and Chetan Gindodia.

How many years has the fund manager been managing PGIM India Flexi Cap Fund Direct Growth?

Puneet Pal: Calculating...
Vinay Paharia: Calculating...
Anandha Padmanabhan Anjeneyan: Calculating...
Vivek Sharma: Calculating...
Chetan Gindodia: Calculating...

What is the minimum investment for PGIM India Flexi Cap Fund Direct Growth?

The minimum investment for PGIM India Flexi Cap Fund Direct Growth is ₹5000 for lumpsum investments and ₹1000 for SIPs.

What are the average 1-year returns for PGIM India Flexi Cap Fund Direct Growth?

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What are the average 3-year returns for PGIM India Flexi Cap Fund Direct Growth?

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What is the expense ratio of PGIM India Flexi Cap Fund Direct Growth, and how does it compare to its category?

The expense ratio of PGIM India Flexi Cap Fund Direct Growth is 0.43%. The average expense ratio for similar funds in the Equity is Calculating....