• Mutual Funds
  • PGIM Mutual Funds
  • PGIM India Large Cap Fund Inc Dist cum Cap Wdrl (Dividend Payout - Quarterly)

Formerly PGIM India Large Cap DP

PGIM Mutual Funds

PGIM India Large Cap Fund Inc Dist cum Cap Wdrl (Dividend Payout - Quarterly)

EquityLarge Cap

19.62

NAV (Dec 03)

12.9%
5 Year CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in large cap.

Click here to see our recommendations.

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.

Our analysis of this fundLearn how we rate funds ->

Track Record

18 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

360 Cr. Small within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Build Long Term Wealth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Grow Wealth , Retirement , Kid's Education

No single fund can achieve what a plan can. Learn why

Historical NAV

19.62

NAV (Dec 3)

Fund Returns

Last 1Y

24.1%

Last 3Y

14.1%

Last 5Y

12.9%

Last 10Y

12.4%

Since Inception

17.8%

6 Month CAGR

5.6%

info-icon-blue

Scheme Information

Investment Objective

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

Expense Ratio

2.46

Launched (18y ago)

Jan 21, 2003

AUM in Crores

359.640

ISIN

INF663L01GU8

Lock-in

No Lock-in

Benchmark

IISL Nifty 100 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Alok Agarwal

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

build-long-item-wealth-img

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

amc-icon

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 15,335 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 15 equity,133 debt and 33 hybrid funds.

amc-img

  • tel-amc-about
    022-61593000
  • mail-amc-about
    care@pgimindia.co.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    31%

    12.1%

    4.8%

    7.3%

    28%

    15.5%

    -

    3.4%

    4.7%

    5.5%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    How to invest in best mutual funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    grow money
    01

    Choose a plan

    Choose a plan to invest to start investing

    02

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund.

    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers are millionaires
    We thrive on trust.

    We match your objectives to the right portfolio. World-class wealth management using science, data and technology, leveraged by our experience, and human touch. Get started with your wealth creation without worry.

    testimonial image
    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About PGIM India Large Cap Fund Inc Dist cum Cap Wdrl (D-Q)

    About PGIM India Large Cap Fund Inc Dist cum Cap Wdrl (D-Q)

    PGIM India Large Cap Fund Inc Dist cum Cap Wdrl (D-Q) is a Large Cap Equity fund and has delivered an annualised return of 17.8% over a period of 18 years. The fund was previously known as PGIM India Large Cap DP . The fund is managed by PGIM India Asset Management Private Limited. The fund manager’s name is Alok Agarwal

    PGIM India Large Cap Fund Inc Dist cum Cap Wdrl (D-Q) Investment Objective

    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.

    PGIM India Large Cap Fund Inc Dist cum Cap Wdrl (D-Q) NAV,AUM,Risk

    The PGIM India Large Cap Fund Inc Dist cum Cap Wdrl (D-Q) fund was launched on Jan 21, 2003. The NAV (Net Asset Value) of this Large Cap Equity fund as of 2021-12-03 is ₹19.62. The total AUM (Asset Under Management) of the fund as of 06/12/2021 is ₹359.64. The category risk of the PGIM India Large Cap Fund Inc Dist cum Cap Wdrl (D-Q) fund is Very High Risk. The fund charges 2.46 % as expense ratio.

    PGIM India Large Cap Fund Inc Dist cum Cap Wdrl (D-Q) Holdings

    The fund’s highest allocation is towards Equity and has invested 95.6% in this asset class. The top three holdings of the fund are , hdfc bank ltd , infosys ltd , icici bank ltd , clearing corporation of india ltd. , tata consultancy services ltd , reliance industries ltd , axis bank ltd , larsen & toubro ltd , housing development finance corp ltd , kotak mahindra bank ltd , net receivables / (payables) , future on oil & natural gas corp ltd , hdfc life insurance company limited , jubilant foodworks ltd , muthoot finance ltd , pidilite industries ltd , bharat petroleum corp ltd , pi industries ltd , state bank of india , abbott india ltd , nestle india ltd , dr reddy's laboratories ltd , mahindra & mahindra ltd , cipla ltd , berger paints india ltd , eicher motors ltd , future on state bank of india , sagar cements ltd , housing development finance corporation ltd. , hindalco industries ltd , astral ltd , future on mahindra & mahindra ltd , tata consumer products ltd , icici lombard general insurance co ltd , indiamart intermesh ltd , atul ltd , endurance technologies ltd , dhanuka agritech ltd , sterlite technologies ltd , gujarat state petronet ltd , garware technical fibres ltd , abb india ltd , pgim india insta csh dr pl gr , bayer cropscience ltd , phillips carbon black ltd

    PGIM India Large Cap Fund Inc Dist cum Cap Wdrl (D-Q) Sip

    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.

    PGIM India Large Cap Fund Inc Dist cum Cap Wdrl (D-Q) Investment volatility and Horizon

    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 100 TR INR

    PGIM India Large Cap Fund Inc Dist cum Cap Wdrl (D-Q) Review

    PGIM India Large Cap Fund Inc Dist cum Cap Wdrl (D-Q) has a score of 3 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 Inc Dist cum Cap Wdrl (D-Q) has a score of 2 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

    Get started with investing today

    Invest in the best mutual funds recommended by Scripbox that are algorithmically selected that best suit your needs.