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  • PGIM India Large Cap Fund (RIDCW-Q)

Formerly PGIM India Large Cap DR

PGIM Mutual Funds

PGIM India Large Cap Fund (RIDCW-Q)

EquityLarge Cap

20.23

NAV (Mar 27)

12.3%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in large cap mutual funds.

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 ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

Invest in this fund
Scripbox Recommended Large Cap Funds
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

20.23

NAV (Mar 27)

Fund Returns

Last 1Y
28.2%
Last 3Y
12.5%
Last 5Y
12.3%
Last 10Y
12%
Since Inception
16.9%
6 Month CAGR
11.6%

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.

Expense Ratio
2.4
Launched (21y ago)
Jan 21, 2003
AUM in Crores
545.163
ISIN
INF663L01GV6
Lock-in
No Lock-in
Benchmark
Nifty 100 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.4
Standard Deviation (5yr)
17.5
Beta (3yr)
0.86
Beta (5yr)
0.91
Sharpe Ratio (3yr)
0.578
Sharpe Ratio (5yr)
0.508
YTM
0
Fund Managers

Bhupesh Kalyani

Fund Manager

Vinay Paharia

Fund Manager

Anandha Padmanabhan Anjeneyan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
PGIM India Large Cap Fund (RIDCW-Q)70%9,92,211 2,59,59912.3%
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.

Asset allocation and Holdings

Last updated on 2024-03-27

Top Stock Holdings

icici bank ltd

9.1%
9.1%

reliance industries ltd

7.1%
7.1%

hdfc bank ltd

7%
7%

bharti airtel ltd

5.2%
5.2%

clearing corporation of india ltd.

4.6%
4.6%
See all holdings

Allocation by Sector

financial services

29.9%
29.9%

consumer defensive

11%
11%

consumer cyclical

10.8%
10.8%

technology

10.4%
10.4%

industrials

8.8%
8.8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,147 cr

₹ 16,756 cr

₹ 21,301 cr

₹ 12,185 cr

₹ 9,977 cr

amc-img

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 24,926 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 18 equity,154 debt and 24 hybrid funds.amc-img
phone-img022-61593000
Fund NameScripbox Opinion
Till Date CAGR

20.4%

17.7%

18.8%

16.9%

18.8%

16.9%

15.9%

13.3%

8.9%

10.6%

PGIM India Large Cap Fund (RIDCW-Q) Review

PGIM India Large Cap Fund (RIDCW-Q) is a Large Cap Equity fund and has delivered an annualised return of 16.9% over a period of 21 years. The fund was previously known as PGIM India Large Cap DR. The fund is managed by PGIM India Asset Management Private Limited. The fund managers are Anandha Padmanabhan Anjeneyan, Bhupesh Kalyani, Vinay Paharia.

Nav of PGIM India Large Cap Fund (RIDCW-Q) as of 3/27/2024 is ₹20.23 with the total AUM as of 3/28/2024 is ₹545.163. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Large Cap Fund (RIDCW-Q) was launched on Jan 21, 2003. The category risk of the fund is Very High Risk.

The minimum SIP amount for PGIM India Large Cap Fund (RIDCW-Q) 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. Check your estimated returns on mutual funds by using sip calculator.

PGIM India Large Cap Fund (RIDCW-Q) 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 (RIDCW-Q) is rated as a 1 fund in Equity and delivered 28.2% 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 (RIDCW-Q).

Frequently Asked Questions

What is PGIM India Large Cap Fund (RIDCW-Q)?

PGIM India Large Cap Fund (RIDCW-Q) is a Large Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in PGIM India Large Cap Fund (RIDCW-Q)?

You can invest in PGIM India Large Cap Fund (RIDCW-Q) 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 (RIDCW-Q)?

The minimum sip amount for PGIM India Large Cap Fund (RIDCW-Q) is ₹1000. You can invest in multiples of ₹5000.

Is PGIM India Large Cap Fund (RIDCW-Q) good to invest in?

As per Scripbox experts, PGIM India Large Cap Fund (RIDCW-Q) is a Not Recommended fund. You can investPGIM India Large Cap Fund (RIDCW-Q) 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 (RIDCW-Q)?

The expense ratio of the PGIM India Large Cap Fund (RIDCW-Q) is 2.4% for regular plan.