Formerly DHFL Pramerica Large Cap DR
Top Ranked
Scripbox recommends other funds for investment in large cap.
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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.
Track Record
18 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
302 Cr. Medium within the category
Category View
Superior. The category has a superior investment outlook
Consistency Of Performance
Good. The historical performance of the fund has been good
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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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.47 %
Expense Ratio
Jan 21, 2003
Launched (18y ago)
₹ 302
AUM in Crores
INF663L01GV6
ISIN
No Lock-in
Lock-in
IISL Nifty 50 TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Equity Funds
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About the AMC
PGIM India Asset Management Private Limited
PGIM India Asset Management Private Limited manages assets worth 6,378 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 15 equity,133 debt and 30 hybrid funds.
Liquid
Top Ranked
₹ 676 Cr
Fund Size
5.9%
3Y returns
International - Others
Top Ranked
₹ 769 Cr
Fund Size
30.7%
3Y returns
Diversified
Top Ranked
₹ 556 Cr
Fund Size
15.2%
3Y returns
Liquid
Top Ranked
₹ 676 Cr
Fund Size
N/A
3Y returns
Corporate Bond
Top Ranked
₹ 85 Cr
Fund Size
8%
3Y returns
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PGIM India Large Cap Fund (DR-Q) is a large cap equity fund and has delivered an annualised return of 17.7% over a period of 18 years .The fund was previously known as DHFL Pramerica Large Cap DR.The fund is managed by PGIM India Asset Management Private Limited.The fund manager’s name is Alok Agarwal.
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. However, there is no assurance that the objective of the scheme will be realized.
The PGIM India Large Cap Fund (DR-Q) fund was launched on Jan 21, 2003. The NAV (Net Asset Value) of this large cap equity as of 2021-03-02 is ₹ 18.43. The total AUM (Asset Under Management) of the fund as of 2021-03-02 is ₹ 301.414. The category risk of the PGIM India Large Cap Fund (DR-Q) fund is Very High Risk. The fund charges 2.47 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 97.8% in this asset class. The top three holdings of the fund are hdfc bank ltd,reliance industries ltd ordinary shares and infosys ltd
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 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.
This fund 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 IISL Nifty 50 TR INR
PGIM India Large Cap Fund (DR-Q) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, PGIM India Large Cap Fund (DR-Q) has a score of 3 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.