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PGIM India Large and Midcap Fund - Regular Plan - Growth Option

Category: Equity: Large and Mid Cap
Launch Date: 12-02-2024
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
Expense Ratio: 2.32% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 64.94 Cr As on (30-04-2025)
Turn over: 5
NAV as on 28-05-2025

12.14

0.01 (0.0824%)

CAGR Since Inception

15.11%

NIFTY Large Midcap 250 TRI 16.19%

PERFORMANCE of PGIM India Large and Midcap Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 28-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
PGIM India Large and Midcap Fund - Regular Plan - Growth Option 11.99 - - - 15.11
NIFTY LARGE MIDCAP 250 TRI 7.64 22.11 28.96 15.75 16.19
Equity: Large and Mid Cap 8.33 21.39 26.42 14.3 14.64

Fund Managers

Mr. Vinay Paharia, Mr. Anandha Padmanabhan, Mr. Utsav Mehta, Mr. Puneet Pal

Investment Objective

The investment objective of the scheme is to seek long term capital growth through investments in equity and equity related securities of predominantly large cap and mid cap stocks.

RETURNS CALCULATOR for PGIM India Large and Midcap Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of PGIM India Large and Midcap Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
PGIM India Large and Midcap Fund - Regular Plan - Growth Option - - - - - -
Equity: Large and Mid Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
PGIM India Large and Mid Cap Reg Gr 12-02-2024 11.99 0.0 0.0 0.0 0.0
Motilal Oswal Large and MidCap Reg Gr 01-10-2019 20.63 34.45 31.12 31.56 0.0
Invesco India Large and Mid Cap Gr 09-08-2007 16.79 31.6 26.11 26.56 15.1
UTI Large & Mid Cap Fund Reg Gr 01-08-2005 12.25 28.25 24.47 29.6 13.58
ICICI Pru Large & MidCap Gr 09-07-1998 12.04 27.67 24.41 30.65 15.28
Franklin India Equity Advtg Gr 05-03-2005 11.79 22.07 17.64 25.95 11.5
Canara Robeco Emerging Equities Reg Gr 05-03-2005 11.42 22.92 19.42 25.27 15.8
Whiteoak Capital Large & Mid Cap Reg Gr 22-12-2023 11.07 0.0 0.0 0.0 0.0
DSP Large & Mid Cap Reg Gr 16-05-2000 10.42 27.61 23.65 26.89 15.45
Edelweiss Large & MidCap Reg Gr 14-06-2007 10.17 23.23 20.75 25.71 14.18

Asset Allocation (%)

PORTFOLIO ANALYSIS of PGIM India Large and Midcap Fund - Regular Plan - Growth Option

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)