PGIM India Large Cap Fund Growth
- Large-Cap
- Equity
- Very High Risk
Rating:
1
Key Metrics
Aum
₹539.47 Cr
Expense Ratio
2.61%
Exit Load
0.50%
Min. Investment
₹5,000.00
Min. SIP
₹1000.00
Launch Date
21 Jan 2003
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +1.63% | -- |
| 3 Months | +6.77% | -- |
| 6 Months | -2.28% | -- |
| 1 Year | +0.83% | +0.83% |
| 2 Years | -- | +0.75% |
| 3 Years | +24.87% | +7.69% |
| 5 Years | +40.47% | +7.03% |
| Since Launch | +3269.1% | +16.1% |
Holdings as on 13 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| HDFC Bank | 46.24 | 8.57 |
| ICICI Bank | 44.96 | 8.33 |
| Bharti Airtel | 26.53 | 4.92 |
| Reliance Industries | 24.13 | 4.47 |
| Larsen & Toubro Ltd | 22.53 | 4.17 |
| State Bank of India | 22.18 | 4.11 |
| Kotak Mahindra Bank | 15.77 | 2.92 |
| Bajaj Finance | 14.47 | 2.68 |
| Eternal | 13.76 | 2.55 |
| Titan Company | 13.30 | 2.46 |
Morning Star Rating
Rating:
1
Risk
Return
Risk & Volitility
0.12
Sharpe Ratio
14.10%
Std. Deviation
3.44%
Tracking Error
-0.78%
Alpha
0.91
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| JM Large Cap Fund Growth | +5.2% | +11.61% | +11.3% |
| Mahindra Manulife Large Cap Fund Regular Growth | +0.19% | +9.46% | +8.85% |
| Union Largecap Fund Regular Growth | +1.82% | +9% | +8.65% |
| WhiteOak Capital Large Cap Fund Regular Growth | +4.26% | +13.56% | -- |
| PGIM India Large Cap Fund Growth | +0.83% | +7.69% | +7.03% |
Results are calculated on CAGR basis
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 539.47 crores & has delivered CAGR of 7.03 in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.61%. 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 Medium & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include HDFC Bank, ICICI Bank, Bharti Airtel, Reliance Industries.
The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Software & Programming, Biotechnology & Drugs.
Some of the similar funds are JM Large Cap Fund Growth, Mahindra Manulife Large Cap Fund Regular Growth, Union Largecap Fund Regular Growth, WhiteOak Capital Large Cap Fund Regular Growth, PGIM India Large Cap Fund Growth. PGIM India Large Cap Fund Growth has a sharpe ratio of 0.12 & a standard deviation of 14.10%.
FAQs
According to the morning star rating PGIM India Large Cap Fund Growth has a Medium risk & Moderate return.
PGIM India Large Cap Fund Growth is managed by Vinay Paharia,Anandha Padmanabhan Anjeneyan,Vivek Sharma,Akhil Dhar.
The expense ratio of PGIM India Large Cap Fund Growth is 2.61%.
The 5 year annualized return on PGIM India Large Cap Fund Growth is 7.03% & it has generated 0.83% 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 539.47 crores.
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