PGIM India Large and Midcap Fund - Regular Plan - IDCW Option

Fund House: PGIM India Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 12-02-2024
Asset Class:
Benchmark: NIFTY Large Midcap 250 TRI
TER: 2.34% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 597 Cr As on 30-11-2024(Source:AMFI)
Turn over: 5% | Exit Load: Entry Load : NIL; For Exits within 90 days from date of allotment of units : 0.50%. For Exits beyond 90 days from date of allotment of units : NIL

11.93

17.65%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Large Midcap 250 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
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The investment objective of the scheme is to seek long term capital growth through investments in equity and equity related securities of predominantly large cap and mid cap stocks.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
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 and Midcap Fund - Regular Plan - IDCW Option 12-02-2024 - - - - -
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 49.54 41.14 29.36 26.87 -
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 42.41 33.75 22.78 22.18 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 42.2 33.71 24.1 21.58 16.11
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 33.06 31.13 25.24 23.25 15.84
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 31.59 29.66 22.87 23.38 14.18
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option 04-09-2020 31.32 27.35 19.77 - -
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 30.71 25.62 18.15 19.11 -
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 30.17 28.7 22.0 21.22 12.83
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 29.89 23.76 17.36 21.28 16.67

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

3.48%

Others

5.37%

Large Cap

52.29%

Mid Cap

38.86%

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