PGIM India Large Cap Fund - Growth

Fund House: PGIM India Mutual Fund
Category: Equity: Large Cap
Launch Date: 05-01-2003
Asset Class: Equity
Benchmark: NIFTY 100 TRI
TER: 2.39% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 568.93 Cr As on 31-03-2025(Source:AMFI)
Turn over: 47% | Exit Load: W.E.F 10th Jan 2022, Any redemptions/switch-outs would be subject to an exit load of 0.50%, if the units are redeemed/switched out within 90 days from the date of allotment of units NIL - If the units are redeemed/ switched- out after 90 days from the date of allotment of units

323.7

16.91%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 100 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 11 Months
3 Years 2 Months
3 Years 3 Months
11 Years 4 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme aims to generate long term capital growth from a diversified portfolio of equity and related securities. It will invest in companies across a range of market capitalization with a preference for medium and large companies. Investments will be pursued in selected sectors based on the investment team's analysis of business cycles, regulatory reforms, competitive advantage etc.

Current Asset Allocation (%)

Indicators

Standard Deviation 13.04
Sharpe Ratio 0.29
Alpha -0.98
Beta 0.89
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
PGIM India Large Cap Fund - Growth 05-01-2003 6.43 14.92 10.9 18.48 9.7
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 24.73 - - - -
DSP Top 100 Equity Fund - Regular Plan - Growth 05-03-2003 15.96 25.02 17.48 21.84 10.96
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 11.65 22.88 - - -
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 05-08-2010 11.54 20.59 13.71 20.97 12.87
Aditya Birla Sun Life Frontline Equity Fund-Growth 05-08-2002 10.66 20.51 13.57 22.42 11.66
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 10.39 16.91 10.74 20.23 12.49
LIC MF Large Cap Fund-Regular Plan-Growth 31-08-1994 10.31 17.58 10.88 19.82 10.44
Kotak Bluechip Fund - Growth 29-12-1998 9.75 19.45 13.24 22.2 11.97
SBI Blue Chip Fund-Regular Plan Growth 01-02-2006 9.73 17.47 12.86 21.9 11.8

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

2.9%

Large Cap

86.4%

Mid Cap

10.7%

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