- Mutual Funds
- PGIM Mutual Funds
- PGIM India Large Cap Fund Wealth Plan (Growth)
Formerly DHFL Pramerica Large Cap Wlth Pl Gr 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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 34.74
NAV (Jul 28)
Fund Returns
Last 1Y | -0.7% |
Last 3Y | 7.4% |
Last 5Y | 9.2% |
Last 10Y | 10.2% |
Since Inception | 12.9% |
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 | 2.43 |
Launched (14y ago) | Apr 27, 2009 |
AUM in Crores | 475.820 |
ISIN | INF223J01267 |
Lock-in | No Lock-in |
Benchmark | IISL 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) | 0.361 |
Sharpe Ratio (5yr) | 0.334 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| PGIM India Large Cap Fund Wealth Plan (Growth) | 9,16,767 | 1,84,155 | 9.2% | |
| 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
8.3%hdfc bank ltd
7.7%reliance industries ltd
7.5%clearing corporation of india ltd.
5.6%bharti airtel ltd
4.9%Allocation by Sector
financial services
32.9%consumer defensive
11.7%consumer cyclical
11.1%technology
10.3%energy
7.5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,693 cr | ||
₹ 11,883 cr | ||
₹ 17,531 cr | ||
₹ 10,816 cr | ||
₹ 9,101 cr |
About the AMC
PGIM India Asset Management Private Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
25.5% | 17.9% | ||
24.9% | 17.2% | ||
24.9% | 17.2% | ||
17.6% | 13.2% | ||
0.1% | 9.4% |
PGIM India Large Cap Fund Wealth Plan (G) Review
PGIM India Large Cap Fund Wealth Plan (G) is a Large Cap Equity fund and has delivered an annualised return of 12.9% over a period of 14 years. The fund was previously known as DHFL Pramerica Large Cap Wlth Pl Gr Opt. The fund is managed by PGIM India Asset Management Private Limited. The fund managers are Anandha Padmanabhan Anjeneyan, Bhupesh Kalyani, Ojasvi Khicha, Puneet Pal, Vinay Paharia, Vivek Sharma.
Nav of PGIM India Large Cap Fund Wealth Plan (G) as of 7/28/2019 is ₹34.74 with the total AUM as of 12/8/2023 is ₹475.82. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Large Cap Fund Wealth Plan (G) was launched on Apr 27, 2009. The category risk of the fund is Very High Risk.
The minimum SIP amount for PGIM India Large Cap Fund Wealth Plan (G) 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 Wealth Plan (G) 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 Wealth Plan (G) 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 Wealth Plan (G).
Frequently Asked Questions
What is PGIM India Large Cap Fund Wealth Plan (G)?
How to invest in PGIM India Large Cap Fund Wealth Plan (G)?
You can invest in PGIM India Large Cap Fund Wealth Plan (G) 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 Wealth Plan (G)?
The minimum sip amount for PGIM India Large Cap Fund Wealth Plan (G) is ₹0. You can invest in multiples of ₹5000.
Is PGIM India Large Cap Fund Wealth Plan (G) good to invest in?
As per Scripbox experts, PGIM India Large Cap Fund Wealth Plan (G) is a Not Recommended fund. You can investPGIM India Large Cap Fund Wealth Plan (G) 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 Wealth Plan (G)?
The expense ratio of the PGIM India Large Cap Fund Wealth Plan (G) is 2.43% for regular plan.