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  • PGIM India Large Cap Fund Wealth Plan (Growth)

Formerly DHFL Pramerica Large Cap Wlth Pl Gr Opt

PGIM Mutual Funds

PGIM India Large Cap Fund Wealth Plan (Growth)

EquityLarge Cap

34.74

NAV (Jul 28)

9.2%
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).

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

Neutral

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

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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

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

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

2.51

Launched (13y ago)

Apr 27, 2009

AUM in Crores

416.155

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

Fund Managers

Srinivas Ravuri

Fund Manager

Puneet Pal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2019-07-28

Top Stock Holdings

icici bank ltd

9.6%
9.6%

hdfc bank ltd

8.9%
8.9%

reliance industries ltd

7.6%
7.6%

bharti airtel ltd

6.7%
6.7%

infosys ltd

5.8%
5.8%
See all holdings

Allocation by Sector

financial services

33.3%
33.3%

consumer cyclical

8.9%
8.9%

industrials

8.2%
8.2%

technology

8.1%
8.1%

healthcare

7.8%
7.8%
See all sectors

Compare PGIM India Large Cap Fund Wealth Plan (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 22,433 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 15 equity,146 debt and 24 hybrid funds.

amc-img

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

    9.4%

    8.1%

    24.3%

    13.3%

    36.6%

    18.4%

    22.5%

    12.4%

    8.6%

    7.9%

    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 13 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 Puneet Pal, Srinivas Ravuri.

    Nav of PGIM India Large Cap Fund Wealth Plan (G) as of 7/28/2019 is ₹34.74 with the total AUM as of 12/3/2022 is ₹416.155. 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)?

    PGIM India Large Cap Fund Wealth Plan (G) is a Large Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    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 2.51% for regular plan.