Investment Objective
PGIM India Flexi Cap Fund seeks to generate income and capital appreciation by primarily investing in an actively managed diversified portfolio of equity and equity related securities including derivatives.
Investment Strategy
- The fund allocates 45% to 75% of its portfolio in large cap companies and the residual is invested in mid cap & small cap companies. However, it retains the flexibility to increase or decrease its exposure to various market caps depending on the market cycles and its fund manager’s view of markets.
- It maintains a diversified portfolio of strong growth companies having sustainable business models across industries, sectors and market capitalizations.
- The fund uses a bottom-up approach for stock selection.
- It also uses valuation parameters, growth, asset returns, margins and cash flows of the companies for its stock selection process.
Who Should Invest
- Investors having an investment horizon of 3 years and above.
- Those seeking to invest in a diversified portfolio of equity and equity-related instruments, including derivatives without any market cap bias.
- Those having a high risk appetite may also consider investing in PGIM India Flexi Cap Fund.