PGIM India Large and Midcap Fund - Regular Plan - Growth Option
Fund House: PGIM India Mutual Fund
Category: Equity: Large and Mid Cap
Status: Open Ended Schemes
Launch Date: 12-02-2024
Minimum Investment: 5000.0
Asset Class: Equity
Minimum Topup: 1000.0
Benchmark: NIFTY Large Midcap 250 TRI
Total Assets: 726.79 As on (30-06-2025)
Expense Ratio: 2.29% As on (30-06-2025)
Turn over: 81.00% | 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.
NAV as on 25-07-2025
12.51
-0.1
CAGR Since Inception
15.72%
NIFTY Large Midcap 250 TRI 16.21%
PERFORMANCE
| Scheme Performance (%) | 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 | 7.38 | - | - | - | 15.72 |
| NIFTY LARGE MIDCAP 250 TRI | 3.31 | 21.27 | 25.1 | 15.65 | 16.21 |
| Equity: Large and Mid Cap | 2.43 | 20.39 | 23.41 | 14.07 | 14.79 |
Funds Manager
Mr. Vinay Paharia, Mr. Anandha Padmanabhan, Mr. Utsav Mehta, Mr. Puneet Pal
RETURNS CALCULATORS for PGIM India Large and Midcap Fund - Regular Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of PGIM India Large and Midcap Fund - Regular Plan - Growth Option
Portfolio Holdings
Sector Allocation
PEER COMPARISION of PGIM India Large and Midcap Fund - Regular Plan - Growth Option
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| PGIM India Large and Mid Cap Reg Gr | 12-02-2024 | 7.38 | 0.0 | 0.0 | 0.0 | 0.0 |
| Invesco India Large and Mid Cap Gr | 09-08-2007 | 14.08 | 31.59 | 27.39 | 24.96 | 15.37 |
| Motilal Oswal Large and MidCap Reg Gr | 01-10-2019 | 13.53 | 30.32 | 29.83 | 28.79 | 0.0 |
| Whiteoak Capital Large & Mid Cap Reg Gr | 22-12-2023 | 6.53 | 0.0 | 0.0 | 0.0 | 0.0 |
| SBI Large & MidCap Reg Gr | 28-02-1993 | 5.14 | 18.54 | 20.13 | 24.66 | 14.41 |
| CANARA ROBECO LARGE AND MID CAP FUND REG GR | 05-03-2005 | 4.79 | 19.8 | 18.5 | 22.25 | 15.24 |
| Franklin India Large & Mid Cap Fund Gr Plan | 05-03-2005 | 4.79 | 19.07 | 17.42 | 23.1 | 11.56 |
| Sundaram Large and MidCap Gr | 10-02-2007 | 4.58 | 21.41 | 21.72 | 24.16 | 15.2 |
| ICICI Pru Large & MidCap Gr | 09-07-1998 | 4.26 | 22.78 | 22.77 | 27.42 | 15.36 |
| Axis Large & Mid Cap Fund Reg Gr | 10-10-2018 | 4.05 | 19.86 | 19.08 | 22.86 | 0.0 |
Asset Allocation (%)
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 | - | - | - | - | - | - |