Analyst’s Choice
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
PGIM India Large Cap Fund
|
Very High
|
Please wait... |
2.38 |
|||
Very High
|
Please wait... |
1.47 |
||||
Very High
|
Please wait... |
1.61 |
||||
Very High
|
Please wait... |
1.61 |
||||
Very High
|
Please wait... |
1.66 |
₹608 Cr
0.50 (90)
5,000
100
1,000
5
Investment Strategy
The Scheme seeks to generate long term capital growth from a diversified portfolio of equity and equity related securities of predominantly large cap companies.
Suitability
"When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
PGIM India Large Cap Fund is mandated to invest at least 80 per cent of its assets in large-cap stocks at all times.
Mutual funds can be bought directly from the website of the fund house. For instance, PGIM India Large Cap Fund fund can be purchased from the website of PGIM India Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of PGIM India Large Cap Fund is ₹329.5100 as of 14-Aug-2024.
The AUM of PGIM India Large Cap Fund Fund is ₹608 Cr as of 31-Jul-2024
The riskometer level of PGIM India Large Cap Fund is Very High. See More
Company | Percentage of Portfolio |
---|---|
8.64
|
|
7.94
|
|
7.38
|
|
7.18
|
|
5.80
|
As of 31-Jul-2024, PGIM India Large Cap Fund had invested 98.34% in Equity, 1.55% in Debt and 0.11% in Cash & Cash Eq. See More
PGIM India Large Cap Fund is 21 years 7 months old. It has delivered 17.59% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
21.93%
|
10.84%
|
15.19%
|
11.71%
|
11.85%
|
17.59%
|
No, There is no lock in period in PGIM India Large Cap Fund.
The expense ratio of PGIM India Large Cap Fund is 2.38.