PGIM India Large and Midcap Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Large & Mid Cap funds is 76.78% .
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 5.13% .
The fund currently owns more than 80 stocks.
The top 10 holdings account for 30.67% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 9.90% | -1.86% |
| 2 Year Return | N/A | 11.61% |
| 3 Year Return | N/A | 32.10% |
| 4 Year Return | N/A | 57.26% |
| 5 Year Return | N/A | 76.78% |
| 6 Year Return | N/A | 125.17% |
| 7 Year Return | N/A | 141.57% |
| Expense Ratio | 0.59% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
5.13%
|
|
| 2 | Finance - Banks - Private Sector |
4.46%
|
|
| 3 | Energy |
3.55%
|
|
| 4 |
2.97%
|
||
| 5 | Industrials |
2.86%
|
|
| 6 | Communication Services |
2.71%
|
|
| 7 | Non-Banking Financial Company (NBFC) |
2.41%
|
|
| 8 | Financials |
2.28%
|
|
| 9 | Information Technology |
2.19%
|
|
| 10 | E-Commerce/E-Retail |
2.11%
|
|
| 11 | Internet & Catalogue Retail |
1.87%
|
|
| 12 | Materials |
1.74%
|
AMC: PGIMINDIA
Category: Equity • Large & Mid Cap
Launch Date: 24 Jan 2024
Fund Manager: Mr. Vinay Paharia
Minimum Purchase: ₹5,000
Exit Load: For Exits within 90 days from date of allotment of units : 0.50%. For Exits beyond 90 days from date of allotment of units : NIL.
Lock-in: 1
Risk: Moderate Risk
PGIM India Large and Midcap Fund - Direct Plan is managed by PGIMINDIA and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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