SIP performance of PGIM India Flexi-Cap Fund – Direct Plan
PGIM India Flexi-cap fund is one of the highly-rated mutual funds within the category.
PGIM India Flexi-cap fund is an open-ended flexi-cap mutual fund. It is one of the highly-rated mutual funds within the category. All rating agencies such as CRISIL, Morningstar and Value Research have given a five-star rating to this fund. If you had invested Rs 2,000 every month i.e., Rs 24,000 per annum from October 1, 2018, till the present date i.e., October 25, 2021, then the worth of your investment would have been Rs 1,36,235 as against the invested amount of Rs 74,000.
Following graph depicts the growth of the above investment:
Now the question arises, what rate of return does the above investment deliver? Let’s look at the same:
As we can see, if you had invested Rs 2,000 every month for three years, you would have received a 38.51 per cent return.
Below are the top 5 holdings of the PGIM India Midcap Opportunities Fund:
|
Company
|
%Assets
|
|
Infosys
|
4.89
|
|
ICICI Bank
|
4.57
|
|
Larsen & Toubro
|
4.51
|
|
State Bank of India
|
4.21
|
|
Tata Consultancy Services
|
3.44
|
The top 3 sector allocation of the fund is:
|
Sector Name
|
Allocation%
|
|
Financial
|
18.32
|
|
Construction
|
17.10
|
|
Technology
|
14.59
|