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: 2.41% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 5,000
Minimum Topup: 1,000
Total Assets: 531.23 Cr As on 28-02-2025(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

318.0

16.87%

PERFORMANCE

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

Created with Highstock 2.1.5Rate of ReturnPGIM India Large Cap Fund - GrowthNIFTY 100 TRIEquity: Large CapGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-20-10010203040Advisorkhoj.com
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
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 12.55
Sharpe Ratio 0.26
Alpha -1.37
Beta 0.88
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 3.72 16.0 11.29 19.23 9.82
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 25.1 - - - -
DSP Top 100 Equity Fund - Regular Plan - Growth 05-03-2003 14.75 26.67 17.93 23.48 10.95
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 10.06 24.66 - - -
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 05-08-2010 8.94 21.8 13.77 22.3 12.83

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

1.89%

Large Cap

87.94%

Mid Cap

10.13%

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