PGIM India Mutual Fund

AUM ₹ 23,930 Cr

(As on Apr 2024)

No. of schemes 28

PGIM India Mutual Fund (earlier known as DHFL Pramerica Mutual Fund) is a fully owned business of PGIM, the global investment management business of the US based Prudential Financial, Inc. (PFI). With its operations present in the US, Asia, Europe and Latin America, PFI has provided customers an array of products and services, which includes services like life insurance, annuities, mutual funds, investment management and retirement-related services. PGIM is the global investment management business of PFI. PFI, short for Prudential Financial Inc, is one of the top 10 investment managers with over USD 1.4 trillion in asset under management (AUM). PGIM operates across 16 countries and has 38 offices with over 1,300+ investment professionals. Moreover, it offers a wide range of actively managed asset classes and investment styles including Equities, Fixed Income and Real Estate. As of March 2023, it has a total AUM of 21,437 Crores. Offerings PGIM India Asset Management is a full-service investment manager that offers a broad range of equity and fixed income solutions to retail and institutional investors throughout the country across equity, debt and hybrid categories along with international fund of fund schemes. It manages 19 open-ended funds operated by 18 investment professionals. In addition to managing its investors assets through domestic Mutual Funds, they also extend to offer Offshore Funds and Portfolio Management Services. The fund house leverages PGIM’s 140-year legacy through the use of the strength and stability to build on its decade long history in India. Some key highlights

PGIM has a network of 27 cities
Tie up with more than 8000 distributor
Strong institutional relationship of over 1500 connections
4 of PGIM’s portfolios have been rated AAAmfs by ICRA
To come up with a tax-efficient portfolio for its investors, PGIM has created differentiated asset allocation solutions

Funds	Rating	1 Yr Ret (%)	1 Yr Rank	Riskometer	Category	Expense Ratio (%)	Launch	Net Assets (Cr)
PGIM India Arbitrage Fund - Direct Plan	2	8.07	22/25	Low	HY-AR	0.38	2014-08-27	118.00
PGIM India Balanced Advantage Fund - Direct Plan	2	16.11	30/32	Very High	HY-DAA	0.44	2021-02-04	1,146
PGIM India Corporate Bond Fund - Direct Plan	4	6.70	13/22	Moderate	DT-CB	0.29	2013-01-01	100.00
PGIM India Credit Risk Fund - Segregated Plan 2 - Direct Plan	--	--	--	Moderate	DT-CR	--	--	--
PGIM India CRISIL IBX Gilt Index - Apr 2028 Fund - Direct Plan	--	6.28	82/87	Moderate	DT-TM	0.36	2023-02-22	31.00
PGIM India Dynamic Bond Fund - Direct Plan	4	7.89	4/25	Moderate	DT-DB	0.35	2013-01-01	113.00
PGIM India ELSS Tax Saver Fund - Direct Plan	3	20.79	37/37	Very High	EQ-ELSS	0.77	2015-12-11	683.00
PGIM India Emerging Markets Equity Fund - Direct Plan	--	27.16	17/58	Very High	EQ-INTL	1.34	2013-01-01	106.00
PGIM India Equity Savings Fund - Direct Plan	3	9.59	22/22	Low to Moderate	HY-EQ S	0.52	2013-01-01	91.00
PGIM India Flexi Cap Fund - Direct Plan	3	21.41	72/75	Very High	EQ-FLX	0.43	2015-03-04	6,095
PGIM India Gilt Fund - Direct Plan	4	7.79	8/23	Moderate	DT-GL	0.45	2013-01-01	120.00
PGIM India Global Equity Opportunities Fund - Direct Plan	--	32.32	6/58	Very High	EQ-INTL	1.44	2013-01-01	1,350
PGIM India Global Select Real Estate Securities FoF - Direct Plan	--	10.41	42/58	Very High	EQ-INTL	1.24	2021-12-03	63.00
PGIM India Hybrid Equity Fund - Direct Plan	2	18.46	43/44	Very High	HY-AH	0.76	2013-01-01	210.00
PGIM India Large and Mid Cap Fund - Direct Plan	--	--	--	Very High	EQ-L&MC	0.58	2024-02-12	364.00
PGIM India Large Cap Fund - Direct Plan	2	21.10	86/93	Very High	EQ-LC	0.88	2013-01-01	573.00
PGIM India Liquid Fund - Direct Plan	4	7.37	6/35	Low to Moderate	DT-LIQ	0.13	2013-01-01	438.00
PGIM India Midcap Opportunities Fund - Direct Plan	3	28.44	39/39	Very High	EQ-MC	0.46	2013-12-02	10,155
PGIM India Money Market Fund - Direct Plan	3	7.30	17/22	Low to Moderate	DT-MM	0.20	2020-03-06	232.00
PGIM India Money Market Fund - Segregated Portfolio 1 - Direct Plan	--	--	--	Low to Moderate	DT-LD	--	--	--
PGIM India Overnight Fund - Direct Plan	3	6.80	19/32	Low	DT-OVERNHT	0.15	2019-08-27	82.00
PGIM India Retirement Fund - Direct Plan	--	--	--	Very High	EQ-MLC	0.66	2024-04-15	--
PGIM India Small Cap Fund - Direct Plan	--	29.12	33/33	Very High	EQ-SC	0.52	2021-07-29	1,458
PGIM India Ultra Short Duration Fund - Direct Plan	4	7.33	17/24	Low to Moderate	DT-USD	0.27	2013-01-01	241.00

Generated by wpDataTables

Key Information

Mutual Fund Name	PGIM India Mutual Fund
Inception Date	May 13, 2010
Trustee Organisation	PGIM India Trustees Private Ltd.
MD and CEO	Ajit Menon
Chief Investment Officer	Vinay Paharia
Investors Relations Officer	Ratan Ghosh
AUM Updated On	Dec 31, 2023

Documents required to invest

The documents for KYC (Know Your Client) include proof of address and proof of identity. Here is a list of officially valid documents (OVD) admissible.

PROOF OF IDENTITY

- PAN Card (Mandatory)

- Voter ID Card

- Driving License

- Passport

- Aadhaar Card

- Any other valid identity card issued by Central or State Governmen

PROOF OF ADDRESS

- Voter ID Card

- Driving License

- Passport

- Ration Card

- Aadhaar Card

- Bank account statement or bank passbook

- Utility bills like electricity or gas bills

Customer Care Details

For any query regarding any schemes offered by PGIM India Mutual Fund, please contact at the following address:

Registered Address	204, 2nd Floor, Jalaram Business Centre, Ganjawala Lane, Near Chamunda Circle, Borivali (W), Mumbai – 400092. Branch Timing (9 am – 6 pm)
Call us at	022-61593000 / 1800-266-2667
Email	N.A.

Top Fund Managers

Mr. Aniruddha Naha

Mr. Aniruddha Naha, armed with a B.Com degree and a Master of Finance and Control (MFC) from Delhi University, commenced his illustrious career as a Fund Manager at DSP Blackrock Mutual Fund in 2004. Over the years, he has held pivotal roles at renowned firms such as Mirae Asset, IDFC Asset Management Company Ltd., and Avendus. Since 2018, he has been serving as the Senior Fund Manager at PGIM India Mutual Fund, managing a substantial AuM of Rs. 243 Crore across six schemes, including PGIM India Diversified Equity Fund and PGIM India Midcap Opportunities Fund.

Mr. Alok Agarwal

Mr. Alok Agarwal’s academic prowess, including a B.Com from St. Xavier’s College, Kolkata, an M.Com from Annamalai University, and an MS in Finance from the Institute of Chartered Financial Analysts of India (ICFAI), underscores his stellar career in finance. With notable stints at K.R. Choksey Shares and Securities Private Ltd., Deutsche Asset Management, and presently at PGIM India Asset Managers Pvt. Ltd., he holds the esteemed position of Senior Fund Manager of Equities. Managing an AuM of Rs. 680 Crore across 30 schemes, Mr. Agarwal’s expertise spans diverse funds such as PGIM India Large Cap Fund and PGIM India Hybrid Debt Fund.

Mr. Utkarsh Katkoria

Armed with an MBA in Finance from Cass Business School in London, Mr. Utkarsh Katkoria has honed his skills in asset management over the years. With extensive experience at JM Financial, Reliance, Deutsche Asset Management, and now at PGIM India Mutual Fund, he brings a wealth of knowledge to the table. His current role as a fund manager includes managing an AuM of Rs. 217 Crore across nine schemes, including PGIM India Arbitrage Fund.

Mr. Kumaresh Ramakrishnan

Mr. Kumaresh Ramakrishnan’s journey from a BE degree holder from the University of Mumbai to an MBA graduate from the Narsee Monjee Institute of Management Studies (NMIMS) exemplifies his dedication to the field of finance. With over two decades of experience, he has held significant roles at CARE Ratings, Societe Generale, Deutsche Asset Management (India) Private Ltd., and now at PGIM India Asset Managers Private Ltd. As the Head of Fixed Income, he manages a staggering AuM of Rs. 3,986 Crore across 82 schemes, including PGIM India Ultra Short Term Fund and PGIM India Equity Savings Fund.

Mr. Rakesh Suri

With academic credentials including a B.Sc and B.Ed degree from Maharshi Dayanand Sarswati University and a PGDBM in Finance from the Guru Nanak Institute of Management, Mr. Rakesh Suri embarked on a successful career in finance. His journey includes notable roles at RR Financial Ltd., SREI International Securities Ltd., ICICI Bank Ltd., Deutsche Asset Management (India) Private Ltd., and presently at PGIM India Mutual Fund. As a Fund Manager, he oversees various schemes such as PGIM India Floating Rate Fund and PGIM India Dual Advantage Fund.

Mr. Puneet Pal

Mr. Puneet Pal’s journey from Tata Mutual Fund to UTI Mutual Fund and eventually to PGIM India Asset Managers Private Ltd. highlights his expertise in fixed income management. Armed with an MBA in Finance from the Symbiosis Institute of Business Management, he currently serves as the Director of Fixed Income at PGIM India. Managing an AuM of Rs. 360 Crore across 22 schemes, including PGIM India Dynamic Bond and PGIM India Banking & PSU Debt Fund, Mr. Pal continues to make significant contributions to the realm of finance.