Top Rated Flexi Fund Has Outperformed Category Average Returns, Good For SIP

There are several possibilities in the mutual fund sector. This is the most common point at which individuals trip. Given the variety of finances available, it's fair to feel perplexed. Flexi cap mutual funds are one sort of mutual fund. Flexi-cap funds invest in a variety of firms with varying market capitalizations, such as large-cap, mid-cap, and small-cap shares. These funds invest in the stocks of all large-cap, mid-cap, and small-cap firms. This Flexi cap mutual fund from PGIM Mutual Funds has outperformed in 1-Year, 2-year,3-year, and 5-year investment horizon.

PGIM India Flexi Cap Fund - Direct-Growth

The fund was launched on 11 February 2015 by the PGIM Mutual Fund. IT is a medium-sized fund of its category. Fund's assets under management as of 31 December 2021 were Rs 3,522 Crores. The fund's cost ratio is 0.39%, which is lower than the expense ratios charged by most other Multi Cap funds. PGIM India Flexi Cap Fund Direct-Growth returns outperformed its category 1-year average with 29.55%. Since its launch, it has delivered 16.60% average annual returns, which is higher than its category annual average. You can start investing in the fund with an initial minimum investment of Rs 5,000, and also can start SIP with a minimum of Rs 1,000. Value research has rated this fund 5-star. 

The capacity of the PGIM India Flexi Cap Fund Direct-Growth scheme to provide consistent returns is better than other funds in its category. It has a strong capacity to limit losses in a down market. The plan primarily invests in an actively managed diversified portfolio of equities and equity-related instruments, including derivatives, to create income and capital appreciation. On risk meter, it is a very high-risk fund to invest in. It is suitable for investments for investors who are seeking strong profits over a period of at least three to four years. 

Returns

Annualised Returns- On investment of Rs 10,000

1-Year	2-Year	3-Year	5-Year	Since Inception
29.55%	36.49%	30.90%	21.12%	16.60%

SIP Returns- On investment of Rs 1,000

Period Invested for	Absolute Returns	Annualised Returns
1 Year	10.20%	19.26%
2 Year	48.55%	43.13%
3 Year	68.83%	37.02%
5 Year	90.39%	26.02%

Portfolio

The fund has 93.98% investments in its assets in Indian stocks, following 48.27% in large-cap, 13.8% in mid-cap, and 19.49% in small-cap. The fund has the majority of its money invested in the Financial, Technology, Construction, Healthcare, Engineering sectors. It has taken less exposure in the Financial, Technology sectors compared to other funds in the category. 

1. Top 5 holdings of the fund
2. ICICI Bank Ltd.
3. Infosys Ltd.
4. HDFC Bank Ltd.
5. Larsen & Toubro Ltd.
6. Axis Bank Ltd.

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, Terms and Conditions carefully before investing. The above-mentioned information is purely informational and carried forward from Value Research. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.