PGIM India Large Cap Fund Direct Plan Growth-1.12%

1.97%
1 Year Return
Equity
Large Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

PGIM India Large Cap Fund Direct Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.90%
NAV190.42 (28 Oct 2020)
Fund Started02 Jan 2013
Fund Size284 Cr

Returns

1Y
3Y*
5Y*
Since inception*
PGIM India Large Cap Fund Direct Plan Growth
2.0%
4.1%
7.9%
12.0%
Category Average
0.7%
4.1%
7.8%
-
Rank within category
27
32
33
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 2.0% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio - 0.9%
    2. 1Y Returns are higher than the category average returns
    3. 3Y Returns are higher than the category average returns
    4. Exit load is zero
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 5Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity13.5%
    HDFC Bank Ltd.FinancialEquity9.2%
    Infosys Ltd.TechnologyEquity8.2%
    Tata Consultancy Services Ltd.TechnologyEquity6.2%
    ICICI Bank Ltd.FinancialEquity4.3%
    Hindustan Unilever Ltd.FMCGEquity4.0%
    Kotak Mahindra Bank Ltd.FinancialEquity3.5%
    Bharti Airtel Ltd.CommunicationEquity3.1%
    Asian Paints Ltd.ChemicalsEquity2.7%
    Nestle India Ltd.FMCGEquity2.4%
    See All

    Fund Managers

    addAlok Agarwal
    Education
    Mr. Agarwal is a CA, CFA, MS (Finance) and M.Com.
    Experience
    Prior to joining DHFL Pramerica Mutual Fund he was associated with Deutsche Asset Management (I) Pvt. Ltd. (Jun 2014-Mar 2016) as Portfolio Manager (Equity), Deutsche Bank AG (Nov 2010-Jun 2014) as Portfolio Manager (Equity), K.R. Choksey Shares & Securities (Mar 2008-Nov 2010) as PMS-Head Portfolio Manager (Equity), E-nxt Finacials Ltd. (Aug 2007-Mar 2008) as Manager (Equity Research) and Pinnacle Academy (Jun 2002-Aug 2007) as Author, Head Faculty.
    Funds Managed

    PGIM India Large Cap Fund Direct Plan Growth Details

    PGIM India Large Cap Fund Direct Plan Growth is a Equity Mutual Fund Scheme launched by PGIM India Mutual Fund. This scheme was made available to investors on 02 Jan 2013. Alok Agarwal is the Current Fund Manager of PGIM India Large Cap Fund Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹284 Cr and the Latest NAV as of 28 Oct 2020 is ₹190.42.

    The PGIM India Large Cap Fund Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000.

    Investment Objective

    The Scheme seeks to generate long term capital growth from a diversified portfolio of equity and equity related securities of predominantly large cap companies.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Nil
    Exit Load

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    About PGIM India Mutual Fund

    Address
    Nirlon House, 2nd Floor, Dr. Annie Besant Road, Worli, Mumbai - 400 030
    Phone
    022-61593000
    Launch Date
    13 May 2010
    Website
    NA
    PGIM India Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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