PGIM India Large Cap Fund - Direct Plan - Growth
Fund House: PGIM India Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY 100 TRI |
| TER: 0.85% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 599.83 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 47% | Exit Load: 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. |
398.82
-0.75 (-0.1881%)
13.93%
Benchmark: 17.1%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 100 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
1 Years 4 Months
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 generate long term capital growth from a diversified portfolio of equity and equity related securities of predominantly large cap companies. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/ indicate any returns.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.91 |
| Sharpe Ratio | 0.75 |
| Alpha | 0.45 |
| Beta | 0.9 |
| 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 Cap Fund - Direct Plan - Growth | 01-01-2013 | 5.74 | 14.75 | 18.89 | 19.64 | 12.22 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 16.57 | - | - | - | - |
| DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 9.97 | 22.42 | 23.99 | 21.13 | 11.91 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 6.92 | 18.36 | 20.29 | 20.48 | 13.8 |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth | 05-05-2008 | 6.67 | 21.76 | 22.9 | 23.82 | 14.31 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 6.56 | 15.38 | 17.34 | 19.69 | 13.32 |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 6.3 | 17.53 | 18.34 | 20.2 | 11.17 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 6.26 | 20.14 | - | - | - |
| Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 5.75 | 18.46 | 20.61 | 22.02 | 12.54 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 5.49 | 20.26 | 21.96 | 21.4 | 12.85 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
2.11%
Large Cap
85.85%
Mid Cap
12.04%
