PP
Puneet PalFund Manager Since 22 Apr 2022
EquityLarge-Cap
PGIM India Large Cap Fund Wealth Plan Growth Option
3Y Annualised
7.35%
% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-3.74%
0.00% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
9 years 9 months
NIFTY 50
6 years 5 months
FD
9 years 7 months
Fund info
Fund size
₹531.23 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹5000
Exit load
0.005%
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.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Bluechip Fund Institutional Option - I Growth
16.99%
2nd
UTI Nifty 50 Exchange Traded Fund
11.13%
3rd
ICICI Prudential Nifty Next 50 ETF
10.52%
4th
L&T India Large Cap Fund Direct Plan Growth Option
10.51%
5th
L&T India Large Cap Fund Direct Plan Payout of Income Dis cum Cap Wrdl
10.51%
313rd
PGIM India Large Cap Fund Wealth Plan Growth Option
-3.74%
Fund Managers
AA
Alok AgarwalFund Manager Since 27 Jul 2017
About PGIM India Large Cap Fund Wealth Plan Growth Option
PGIM India Large Cap Fund Wealth Plan Growth Option is a Equity mutual fund scheme from PGIM India Asset Management Private Limited. This fund has been in existence for 15 years, having been launched on 2009-04-27. PGIM India Large Cap Fund Wealth Plan Growth Option has ₹531.23 Cr worth of assets under management (AUM) as of Wed Apr 02 2025. The latest Net Asset Value (NAV) of PGIM India Large Cap Fund Wealth Plan Growth Option as of Sun Jul 28 2019 is ₹34.74. The fund has an expense ratio of 2.41%, which is medium comparable to most other Equity funds.
PGIM India Large Cap Fund Wealth Plan Growth Option returns for the last 1 year are -0.69%. Since launch, it has delivered 12.92% average annual returns.
The PGIM India Large Cap Fund Wealth Plan Growth Option has the majority of its money invested in Financial Services, Energy, Technology, Communication Services, Industrials, Healthcare, Consumer Defensive sectors.
Top 5 Holdings of PGIM India Large Cap Fund Wealth Plan Growth Option.
- HDFC Bank Ltd: 10.24%
- ICICI Bank Ltd: 9.80%
- Reliance Industries Ltd: 7.78%
- Tata Consultancy Services Ltd: 6.24%
- Bharti Airtel Ltd: 4.22%
AMC Information
| Name | PGIM India Asset Management Private Limited |
|---|---|
| Founding Date | 2009-04-27 |
| care@pgimindia.co.in | |
| Phone | +91 22 61593000 |
| Website | http://www.pgimindiamf.com/ |
| Address | PGIM India Asset Management Private Limited,Nirlon House, 2nd Floor,,Dr. Annie Besant Road,,Worli, |
Tax Implications of PGIM India Large Cap Fund Wealth Plan Growth Option
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from PGIM India Asset Management Private Limited
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AllocationEquity Savings
3Y CAGR
6.42%
expense ratio
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fund size
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PGIM India Gilt Fund Direct Plan Growth
Fixed IncomeGovernment Bond
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expense ratio
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fund size
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expense ratio
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PGIM India Corporate Bond Fund Growth
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expense ratio
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PGIM India Ultra Short Duration Fund Regular Plan Growth
Fixed IncomeUltra Short Duration
3Y CAGR
7.42%
expense ratio
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fund size
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FAQs
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