PGIM India Large Cap Fund Direct Plan Growth+0.95%

3Groww
15.70%
1 Year Return
Equity
Large Cap
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

PGIM India Large Cap Fund Direct Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.21%
NAV193.86 (13 Dec 2019)
Fund Started02 Jan 2013
Fund Size327 Cr

Returns

1Y
3Y*
5Y*
Since inception*
PGIM India Large Cap Fund Direct Plan Growth
15.7%
13.7%
9.8%
13.9%
Category Average
0.2%
8.6%
11.1%
-
Rank within category
18
37
19
-
*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 15.7% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Lower expense ratio
    3. 1Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 3Y Returns are lower than the benchmark
    3. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity10.2%
    Reliance Industries Ltd.EnergyEquity9.9%
    Larsen & Toubro Ltd.ConstructionEquity7.2%
    Housing Development Finance Corpn. Ltd.FinancialEquity7.1%
    Infosys Ltd.TechnologyEquity6.9%
    ICICI Bank Ltd.FinancialEquity6.3%
    Kotak Mahindra Bank Ltd.FinancialEquity5.8%
    Tata Consultancy Services Ltd.TechnologyEquity5.5%
    Bajaj Finance Ltd.FinancialEquity4.1%
    ITC Ltd.FMCGEquity4.1%
    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

    Other Details

    PGIM India Large Cap Fund Direct Plan Growth is a Equity Mutual Fund Scheme launched by DHFL Pramerica Mutual Fund. This scheme was introduced to investors on 02 Jan 2013. Alok Agarwal is the Current Fund Manager of PGIM India Large Cap Fund Direct Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹327 Cr and the Latest NAV as of 13 Dec 2019 is ₹193.86.

    The PGIM India Large Cap Fund Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months..

    Investment Objective

    The investment objective of the scheme is to generate long term capital growth from investment in diversified portfolio of equity and equity related securities.

    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
    For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.
    Exit Load

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    About DHFL Pramerica Mutual Fund

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