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Business News/Market/Market Stats/    PGIM India Large Cap Fund Growth

PGIM India Large Cap Fund Growth

+
  • Equity
  • Large-Cap
  • Rating 2
  • Plan
309.28 +0.66 (0.21%) NAV as on 24 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)562.59
  • CAGR 26.53%
  • Exit Load0.50%
  • Expense ratio2.39%
  • CategoryEquity
  • Min Investment5000
  • Min SIP1000
  • Launch Date2003-01-21

Morning Star Rating 2

Moderate
Risk
High
Return

Asset Allocation

Holdings As On - 25 April 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha -0.78%
  • Beta 0.91
  • Sharpe Ratio0.66
  • Std Deviation 11.94%
  • Tracking Error 3.44%

About Fund

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.

 

The PGIM India Large Cap Fund Growth has an AUM of 562.59 crores & has delivered CAGR of 13.18% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.39%. The minimum investment in PGIM India Large Cap Fund Growth is Rs 5000 and the minimum SIP is Rs 1000.

 

As per morningstar the risk & return rating of the fund are Moderate & High respectively.

 

The top holdings of the fund include ICICI Bank, Reliance Industries, HDFC Bank & Bharti Airtel.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Communications Services.

 

Some of the similar funds are Mahindra Manulife Large Cap Fund Regular Growth, PGIM India Large Cap Fund Growth, Quant Large Cap Fund Regular Growth, Motilal Oswal Large Cap Fund Regular Growth, WhiteOak Capital Large Cap Fund Regular Growth. PGIM India Large Cap Fund Growth has a sharpe ratio of 0.66 & a standard deviation of 11.94%.

FAQs about PGIM India Large Cap Fund Growth

According to the morning star rating PGIM India Large Cap Fund Growth has a Moderate risk & High return.
PGIM India Large Cap Fund Growth is managed by Bhupesh Kalyani,Vinay Paharia,Anandha Padmanabhan Anjeneyan,Vivek Sharma.
The expense ratio of PGIM India Large Cap Fund Growth is 2.39%.
The 5 year annualized return on PGIM India Large Cap Fund Growth is 13.18% & it has generated 26.53% in the last 1 year.
The minimum investment in PGIM India Large Cap Fund Growth is 5000 Rs.
PGIM India Large Cap Fund Growth has an AUM of 562.59 crores.
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