Fund Name | NAV | Expenses Ratio | 1y Return | 3Y Returns | Risk | Fund Size (in Cr) | |
|---|---|---|---|---|---|---|---|
PGIM India Mutual Fund, previously known as DHFL Pramerica Mutual Fund, is now a wholly-owned business of Prudential Financial, the global investment management business PGIM. PGIM is the investment management business of PFI. It is a leading global investment manager that offers a variety of actively managed asset classes and investment styles like equities, fixed income, and real estate. Prudential Financial Inc. is the sponsor of PGIM India Mutual Fund. It is globally present across 17 countries in 39 offices with over 1,300+ investment professionals, including the United States, Asia, Europe and Latin America, offering various products and services, including life insurance, annuities, and retirement-related services, mutual funds and investment management to its customers. PGIM India Asset Management is a full-service investment manager that caters to its customers, who are retail and institutional investors with a vast range of equity and fixed-income products and services throughout the country. PGIM handles about 25 open-ended funds operated by 17 investment experts. In addition to managing its investor's assets through domestic mutual funds, they also offer offshore funds and portfolio management services. PGIM strives to utilise the strength and stability of its 145-year legacy to build on its decade-long history in India.
| Founding date | May 13, 2010 |
| AMC Incorporation date | September 24, 2008 |
| Headquarters in | Mumbai |
| Name of the sponsor | Prudential Financial Inc. |
| Trustee organisation | PGIM India Trustees Private Limited |
| MD and CEO | Mr Ajit Menon |
| Chief Investment Officer | Mr. Vinay Paharia |
| Compliance Officer | Mr Sandeep Kamath |
Vinay Paharia
Fund Manager since Aug 2023 (3 years)
Puneet Pal
Fund Manager since Aug 2023 (3 years)
Bhupesh Kalyani
Fund Manager since Mar 2024 (2 years)
Vivek Sharma
Fund Manager since Aug 2023 (3 years)
Investing in the PGIM India MF, or any mutual fund for that matter, is an easy and hassle-free process when done through your Angel One account. Just take the following steps: Step 1: Log in to your Angel One account by entering your mobile number and validate the OTP. Next, enter your MPIN. Note: In case you do not have an account with Angel One, you can open a Demat account with us in under a few minutes by submitting the necessary documents. Step 2: Determine which fund is most suited based on your needs and risk profile. You can learn more about each fund on the Angel One app. Things to consider at this stage are:
Step 3: Once you finalise the fund(s) you want to invest in, open your Angel One account, go to the Mutual Funds section, and look for it. Since this can be a long-term investment, be careful when choosing the fund that you would like to invest in.
You can learn more about the details of each fund from within the Angel One app itself.
Investing in PGIM India Mutual Funds through Angel One is a hassle-free, fully digital experience. To complete the KYC process and kickstart your investment journey, you'll need to furnish these essential documents:
Angel One simplifies the KYC verification, providing swift access to PGIM India Mutual Funds, whether you're a new or returning investor. Our user-friendly platform is designed to make your financial goals easily attainable. Expect your KYC process to be completed in just 48-72 business hours, enabling you to start your mutual fund journey promptly
| Name | AUM (₹ Crore) | CAGR 3Y (%) | 1Y Returns (%) | Expense Ratio |
| PGIM India Emerging Markets Equity FoF | 1,187.48 | 21.69 | 30.95 | 1.41 |
| PGIM India Global Equity Opp FoF | 1,590.20 | 18.09 | -2.89 | 1.44 |
| PGIM India Small Cap Fund | 1,486.73 | 15.67 | 16.02 | 0.57 |
| PGIM India Midcap Fund | 10,750.75 | 15.29 | 14.92 | 0.51 |
| PGIM India Flexi Cap Fund | 6,268.08 | 14.7 | 13.81 | 0.49 |
| PGIM India ELSS Tax Saver Fund | 767.9 | 13.51 | 9.76 | 0.75 |
| PGIM India Large Cap Fund | 570.15 | 13.24 | 12.76 | 0.85 |
| PGIM India Aggressive Hybrid Equity Fund | 208.32 | 12.69 | 7.7 | 0.78 |
| PGIM India Global Select Real Estate Securities FoF | 55.66 | 12.34 | 20.2 | 1.28 |
| PGIM India Balanced Advantage Fund | 894.17 | 11.76 | 11 | 0.59 |
Note: The data is as of February 2026, with funds ranked by the highest 3-year CAGR among PGIM India Mutual Fund schemes.
The PGIM India Emerging Markets Equity FoF is an open‑ended fund of funds scheme focused on achieving long‑term capital appreciation by investing in units of the PGIM Jennison Emerging Markets Equity Fund. Managed by A. Anandha Padmanabhan and Vivek Sharma, the fund targets emerging‑market equity opportunities across global developing economies.
It is benchmarked against the MSCI Emerging Markets Index. An exit load of 0.5% applies if redeemed within 90 days, after which it is NIL.
The PGIM India Global Equity Opportunities FoF is an open‑ended fund of funds scheme focused on achieving long‑term capital appreciation by investing in units of the PGIM Jennison Global Equity Opportunities Fund. Managed by A. Anandha Padmanabhan and Vivek Sharma, the fund targets diversified global equity opportunities across developed and emerging markets.
It is benchmarked against the MSCI All Country World Index. An exit load of 0.5% applies if redeemed within 90 days, and NIL thereafter.
The PGIM India Small Cap Fund is an open‑ended equity scheme focused on achieving long‑term capital appreciation by predominantly investing in equity and equity‑related instruments of small‑cap companies. Managed by Vinay Paharia, Vivek Sharma, Utsav Mehta and Puneet Pal, the fund targets high‑growth opportunities across India’s small‑cap universe.
It is benchmarked against the NIFTY Smallcap 250 TRI. An exit load of 0.5% applies if redeemed within 90 days.
The PGIM India Midcap Fund is an open‑ended equity scheme focused on achieving long‑term capital appreciation by investing predominantly in mid‑cap equity and equity‑related instruments. Managed by Puneet Pal, Vinay Paharia, Vivek Sharma and Utsav Mehta, the fund targets growth‑oriented mid‑cap companies across sectors.
It is benchmarked against the NIFTY Midcap 150 TRI. An exit load of 0.5% applies if redeemed within 90 days.
The PGIM India Flexi Cap Fund is an open‑ended equity scheme focused on achieving long‑term capital appreciation by investing dynamically across large‑cap, mid‑cap and small‑cap equity segments. Managed by A. Anandha Padmanabhan, Vinay Paharia, Vivek Sharma and Puneet Pal, the fund targets a diversified all‑cap opportunity set across sectors.
It is benchmarked against the NIFTY 500 TRI. An exit load of 0.5% applies if redeemed within 90 days.
The PGIM India ELSS Tax Saver Fund is an open‑ended equity‑linked savings scheme focused on achieving long‑term capital appreciation while offering tax benefits under Section 80C. Managed by Bhupesh Kalyani, Vinay Paharia, Vivek Sharma and Utsav Mehta, the fund targets multi‑cap equity opportunities across large‑cap, mid‑cap and small‑cap segments.
It is benchmarked against the NIFTY 500 TRI. The scheme carries no exit load due to its 3‑year lock‑in.
The PGIM India Large Cap Fund is an open‑ended equity scheme focused on achieving long‑term capital growth by investing in equity and equity‑related instruments of predominantly large‑cap companies. Managed by Vinay Paharia and team, the fund targets established market leaders within India’s top 100 companies by market capitalisation.
It is benchmarked against the NIFTY 100 TRI. An exit load of 0.5% applies if redeemed within 90 days.
The PGIM India Aggressive Hybrid Equity Fund is an open‑ended aggressive hybrid scheme focused on long‑term capital appreciation through a blend of equity and fixed‑income instruments. Managed by A. Anandha Padmanabhan and Vivek Sharma, the fund targets diversified opportunities across large‑cap, mid‑cap and debt allocations.
It is benchmarked against the CRISIL Hybrid 35+65 Aggressive Index. An exit load of 0.5% applies if redeemed within 90 days.
The PGIM India Global Select Real Estate Securities FoF is an open‑ended fund of funds scheme focused on achieving long‑term capital appreciation by investing in the PGIM Global Select Real Estate Securities Fund. Managed by A. Anandha Padmanabhan and Vivek Sharma, the fund targets global real‑estate equities and REIT‑linked opportunities.
It is benchmarked against the FTSE EPRA Nareit Developed Index. An exit load of 0.5% applies if redeemed within 90 days.
The PGIM India Balanced Advantage Fund is an open‑ended dynamic asset allocation scheme focused on long‑term capital appreciation by dynamically managing exposure between equity and fixed‑income instruments. Managed by Puneet Pal, Vinay Paharia, A. Anandha Padmanabhan and Utsav Mehta, the fund targets balanced risk‑adjusted opportunities across market cycles.
It is benchmarked against the CRISIL Hybrid 50+50 Moderate Index. An exit load of 0.5% applies if redeemed within 90 days.
