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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹25000

AUM (Fund size)

₹339 Cr

Lock In Period

N/A

Expense Ratio

2.42

Benchmark

Nifty 50

Exit Load

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.

Summary

Latest details for PGIM India Large Cap Fund - Wealth Plan Growth include a ₹ NAV as of Apr 26,2026 and returns since inception of --%. Minimum investments start at SIP ₹0. The PGIM India Large Cap Fund - Wealth Plan Growth AUM is ₹339 Cr, with a lock-in of N/A years, expense ratio of 2.42%, and benchmark Nifty 50. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.96% and a category best of 18.97%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.000.9618.97
6M0.001.2264.49
1Y0.004.42137.57
3Y0.0012.93202.94

Portfolio Analysis

  • Equity: 99.64%
  • Debt: 0.36%
  • Others
As on: 2019-06-30
View allocation % by

1. HDFC Bank Ltd.10.00%
2. ICICI Bank Ltd.9.03%
3. State Bank of India6.82%
4. Axis Bank Ltd.6.75%
5. Bajaj Finance Ltd.4.02%
6. Housing Development Finance Corporation Ltd.4.01%
7. Kotak Mahindra Bank Ltd.3.71%
8. HDFC Life Insurance Co Ltd.2.74%
9. City Union Bank Ltd.2.48%

1. Infosys Ltd.9.72%
2. Tata Consultancy Services Ltd.4.21%
3. Oracle Financial Services Software Ltd.1.14%

1. Reliance Industries Ltd.9.80%

1. ITC Ltd.4.40%

1. Larsen & Toubro Ltd.3.67%

1. Divi's Laboratories Ltd.2.21%
2. Aurobindo Pharma Ltd.1.02%

1. Ambuja Cements Ltd.1.57%
2. Shree Cements Ltd.1.29%

1. L&T Technology Services Ltd.1.55%
2. Thermax Ltd.1.07%

1. Hindustan Unilever Ltd.1.16%
2. Marico Ltd.1.14%

1. Aarti Industries Ltd.1.37%

1. AIA Engineering Ltd.1.09%

About Fund

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 2.42. 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 NameRatingsAUMExpense Ratio
This FundLIC MF Multi Cap Fund Growth11632.36 CR2.09
This FundEdelweiss Recently Listed IPO Fund Growth0819.87 CR2.33
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundLIC MF Multi Cap Fund Growth6.25672.1246
This FundEdelweiss Recently Listed IPO Fund Growth14.413974.3073
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

FAQs

PGIM India Large Cap Fund - Wealth Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of PGIM India Large Cap Fund - Wealth Plan Growth is 2.42. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

PGIM India Large Cap Fund - Wealth Plan Growth’s fund performance is as follows:
  • 1 Month : 0.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of PGIM India Large Cap Fund - Wealth Plan Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in PGIM India Large Cap Fund - Wealth Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of PGIM India Large Cap Fund - Wealth Plan Growth is ₹339 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in PGIM India Large Cap Fund - Wealth Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500