- Mutual Funds
- PGIM Mutual Funds
- PGIM India Large Cap Fund Bonus (PIDCW-A)
Formerly DHFL Pramerica Large Cap Bns Opt
Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 22.38
NAV (Jul 28)
Fund Returns
Last 1Y | -0.7% |
Last 3Y | 7.2% |
Last 5Y | 9.1% |
Last 10Y | NA |
Since Inception | 10.1% |
6 Month CAGR | 7% |
Scheme Information
The Investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of equity and equity related securities of predominantly large cap companies.
Expense Ratio | 2.39 |
Launched (13y ago) | Mar 10, 2011 |
AUM in Crores | 562.591 |
ISIN | INF223J01895 |
Lock-in | No Lock-in |
Benchmark | Nifty 100 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.2 |
Standard Deviation (5yr) | 12.6 |
Beta (3yr) | 0.94 |
Beta (5yr) | 0.93 |
Sharpe Ratio (3yr) | 0.35 |
Sharpe Ratio (5yr) | 0.328 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| PGIM India Large Cap Fund Bonus (PIDCW-A) | 9,14,458 | 1,81,846 | 9.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
icici bank ltd
9.1%hdfc bank ltd
7%reliance industries ltd
7%bharti airtel ltd
5.6%kotak mahindra bank ltd
4.6%Allocation by Sector
financial services
30.8%consumer cyclical
11.2%consumer defensive
11%technology
10.2%industrials
9.1%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
PGIM India Asset Management Private Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
2.2% | 10.1% | ||
6.3% | 7.7% | ||
6.3% | 7.7% | ||
5.5% | 7.1% | ||
- | 3.4% |
PGIM India Large Cap Fund Bonus (PIDCW-A) Review
PGIM India Large Cap Fund Bonus (PIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 10.1% over a period of 13 years. The fund was previously known as DHFL Pramerica Large Cap Bns Opt. The fund is managed by PGIM India Asset Management Private Limited. The fund managers are Anandha Padmanabhan Anjeneyan, Bhupesh Kalyani, Vinay Paharia, Vivek Sharma.
Nav of PGIM India Large Cap Fund Bonus (PIDCW-A) as of 7/28/2019 is ₹22.38 with the total AUM as of 4/19/2024 is ₹562.591. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Large Cap Fund Bonus (PIDCW-A) was launched on Mar 10, 2011. The category risk of the fund is Very High Risk.
The minimum SIP amount for PGIM India Large Cap Fund Bonus (PIDCW-A) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
PGIM India Large Cap Fund Bonus (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 100 TR INR.
PGIM India Large Cap Fund Bonus (PIDCW-A) is rated as a 1 fund in Equity and delivered -0.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with PGIM India Large Cap Fund Bonus (PIDCW-A).
Frequently Asked Questions
What is PGIM India Large Cap Fund Bonus (PIDCW-A)?
How to invest in PGIM India Large Cap Fund Bonus (PIDCW-A)?
You can invest in PGIM India Large Cap Fund Bonus (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of PGIM India Large Cap Fund Bonus (PIDCW-A)?
The minimum sip amount for PGIM India Large Cap Fund Bonus (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is PGIM India Large Cap Fund Bonus (PIDCW-A) good to invest in?
As per Scripbox experts, PGIM India Large Cap Fund Bonus (PIDCW-A) is a Not Recommended fund. You can investPGIM India Large Cap Fund Bonus (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the PGIM India Large Cap Fund Bonus (PIDCW-A)?
The expense ratio of the PGIM India Large Cap Fund Bonus (PIDCW-A) is 2.39% for regular plan.