MUTUAL FUNDS
PGIM India AMC informs about notice cum addendum on Capital Appreciation SWP STP
May-15-2025

PGIM India Asset Management (AMC) has announced Notice cum Addendum to Scheme Information Document (SID) and Key Information Memorandum (KIM) of designated Schemes and Statement of Additional Information (SAI) of PGIM India Mutual Fund.

PGIM India Mutual Fund has informed that the AMC has decided to provide a facility to investors by which, at a pre-determined interval, the entire capital appreciation amount (subject to a minimum of INR 1,000) in open ended schemes of the Mutual Fund can be systematically withdrawn or systematically transferred from one scheme to another scheme of the Mutual Fund with effect from May 15, 2025. 

The details of the facility to be introduced under Systematic Transfer Plan (STP) and Systematic Withdrawal Plan (SWP), will be as follows: 

• Capital Appreciation Systematic Transfer Plan (weekly, monthly, quarterly)

• Capital Appreciation Systematic Withdrawal Plan (weekly, monthly, quarterly, annually)

In the above facility, the entire capital appreciation amount will be transferred/withdrawn (subject to a minimum of INR 1,000).


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