PGIM India Large Cap Fund - Wealth Plan Growth Return
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- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
PGIM India Large Cap Fund - Wealth Plan Growth Fund Overview
SIP ₹0 & Lump. ₹25000
₹339 Cr
N/A
2.61
1% - If the units are redeemed on or before completion of 12 months from the date of allotment of units.10% of the units allotted may be redeemed without any exit load on or before 12 months from the date of allotment.Nil – if the units are redeemed after completion of 12 months from the date of allotment of units.
Nifty 50
PGIM India Large Cap Fund - Wealth Plan Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | -0.91 | 9.57 |
| 6M | 0.00 | 1.47 | 64.49 |
| 1Y | 0.00 | 3.83 | 137.57 |
| 3Y | 0.00 | 10.21 | 202.94 |
Portfolio Analysis
- Equity: 99.64%
- Debt: 0.36%
- Others
About Fund PGIM India Large Cap Fund - Wealth Plan Growth
PGIM India Large Cap Fund - Wealth Plan Growth managed by PGIM India Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹339 Crore. The fund benchmarks its performance against the Nifty 50 while maintaining an expense ratio of 2.61. Under the expert guidance of Alok Agarwal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Alok Agarwal
Mr.Alok Agarwal holds M.Com, MS(Finance), CA, CFA, as his educational qualification. He has over 9 Years of experience in the equity markets. Presently he is associated with DHFL Pramerica Asset Management Company . His previous assignment was with Pinnacle Academy from June 2002 to August 2007 as an Author and Head Faculty.He was has also been associated with E-nxt Financials Ltd from August 2007 to March 2008 as a Manager - Equity Research. He has also worked with K. R. Choksey Shares & Securities as PMS - Head, Portfolio Manager – Equity from March 2008 to November 2010.He has been with Deutsche Asset Management (India) Private Limited as Portfolio Manager – Equity.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| HSBC Multi Cap Fund Growth | 4 | 5914 CR | 2.08 |
| Bank of India Multi Cap Fund Growth | 1 | 1186.47 CR | 2.61 |
| Sundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHSBC Multi Cap Fund Growth | 6.6859 | 72.4191 |
| This FundBank of India Multi Cap Fund Growth | 11.3662 | 73.107 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
PGIM India Large Cap Fund - Wealth Plan Growth FAQs
- 1 Month : 0.00%
- 6 Months : 0.00%
- 1 Year : 0.00%
- 3 Years : 0.00%
