PGIM India Large and Midcap Fund - Regular Plan - Growth Option
Fund House: PGIM India Mutual Fund| Category: Equity: Large and Mid Cap |
| Launch Date: 12-02-2024 |
| Asset Class: |
| Benchmark: NIFTY Large Midcap 250 TRI |
| TER: 2.36% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 326.37 Cr As on (31-03-2024) |
| Turn over: - | Exit Load: Exit load of 0.5%, if redeemed within 90 days. |
10.66
0 (0.0%)
5.13%
Benchmark: 16.5%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 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
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
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 seek long term capital growth through investments in equity and equity related securities of predominantly large cap and mid cap stocks.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| 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 and Midcap Fund - Regular Plan - Growth Option | 12-02-2024 | - | - | - | - | - |
| Quant Large & Mid Cap Fund - Growth Option | 11-12-2006 | 65.98 | 30.21 | 31.18 | 26.58 | 22.98 |
| BANDHAN Core Equity Fund - Regular Plan - Growth | 09-08-2005 | 58.17 | 30.09 | 26.68 | 20.64 | 16.79 |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 05-10-2019 | 57.45 | 31.01 | 27.25 | - | - |
| Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | 30-12-2019 | 54.84 | 22.57 | 25.29 | - | - |
| Invesco India Large & Mid Cap Fund - Growth | 09-08-2007 | 52.12 | 24.59 | 22.57 | 18.13 | 17.03 |
| HDFC Large and Mid Cap Fund - Growth Option | 18-02-1994 | 50.58 | 26.42 | 27.33 | 21.24 | 15.12 |
| HSBC Large & Mid Cap Fund - Regular Growth | 03-03-2019 | 49.5 | 23.11 | 22.27 | 18.64 | - |
| Nippon India Vision Fund-Growth Plan-Growth Option | 05-10-1995 | 49.4 | 24.49 | 23.85 | 18.52 | 15.43 |
| ICICI Prudential Large & Mid Cap Fund - Growth | 09-07-1998 | 48.16 | 26.03 | 28.15 | 21.43 | 16.56 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
5.32%
Others
9.31%
Large Cap
51.29%
Mid Cap
34.08%
