PGIM India Large Cap Fund Direct Plan Growth

Equity
Large Cap
Very High Risk
13.96%
3Y annualised
-1.03% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Feb 2024₹346.09
Min. SIP amount₹1,000
Rating1
Fund size₹537.26Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns25.9%14.0%15.6%14.2%
Category average39.1%17.2%16.6%NA
Rank with in category835949NA
Understand terms

Holdings (36)

NameSectorInstrumentAssets
FinancialEquity8.98%
FinancialEquity7.36%
EnergyEquity7.06%
CommunicationEquity5.55%
FinancialEquity4.20%
FinancialEquity4.09%
TechnologyEquity3.72%
TechnologyEquity3.61%
ConstructionEquity3.46%
Consumer DiscretionaryEquity3.45%
See All

Pros and cons

Category: Equity Large Cap

Pros

Cons

Lower expense ratio: 0.86%
Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
10Y annualised returns higher than category average by 0.45%
Lower alpha: -1.84 The fund has generated returns lower than benchmark - NIFTY 100 Total Return Index - in the last 3Y
Low rating: 1

Expense ratio, exit load and tax

Expense ratio: 0.86%

Inclusive of GST

Exit load

0.5% for redemption within 90 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

Fund management

Anandha Padmanabhan Anjeneyan
Aug 2023 - Present
View details

Fund house & investment objective

Fund house contact details

Address
204, 2nd Floor, Jalaram Business Centre,Ganjawala LaneNear Chamunda Circle, Borivali (W) Mumbai 400092
Phone
022-61593000 / 1800-266-2667
Launch Date
13 May 2010
E-mail
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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