Fund Details
PGIM India Large Cap Fund Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 2.42% |
| NAV | ₹207.58 (25 Jan 2021) |
|---|---|
| Fund Started | 21 Jan 2003 |
| Fund Size | ₹323 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Risk is lower compared to the benchmark
3. Age is more than 10 years
4. Exit load is zero
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the benchmark
3. 3Y Returns are lower than the benchmark
4. 5Y Returns are lower than the benchmark
5. 10Y Returns are lower than the benchmark
6. Risk-adjusted returns are lower compared to the category
7. 3Y Returns are lower than the category average returns
8. 5Y Returns are lower than the category average returns
9. 10Y Returns are lower than the category average returns
10. 1Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 10.0% |
| Reliance Industries Ltd. | Energy | Equity | 8.8% |
| Infosys Ltd. | Technology | Equity | 8.0% |
| Tata Consultancy Services Ltd. | Technology | Equity | 6.5% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 5.5% |
| ICICI Bank Ltd. | Financial | Equity | 4.5% |
| Cipla Ltd. | Healthcare | Equity | 2.4% |
| Bajaj Finance Ltd. | Financial | Equity | 2.4% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 2.3% |
| Axis Bank Ltd. | Financial | Equity | 2.2% |
Fund Managers
PGIM India Large Cap Fund Growth Details
PGIM India Large Cap Fund Growth is a Equity Mutual Fund Scheme launched by PGIM India Mutual Fund. This scheme was made available to investors on 21 Jan 2003. Alok Agarwal is the Current Fund Manager of PGIM India Large Cap Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹323 Cr and the Latest NAV as of 25 Jan 2021 is ₹207.58.
The PGIM India Large Cap Fund Growth is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment,0.5% will be charged for redemption within 90 days
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.
