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  • PGIM India Large Cap Fund Wealth Plan (RIDCW-Q)

Formerly PGIM India Large Cap Wlth Pl DR

PGIM Mutual Funds

PGIM India Large Cap Fund Wealth Plan (RIDCW-Q)

EquityLarge Cap

11.63

NAV (Jul 28)

8.5%
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

Poor

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

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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

11.63

NAV (Jul 28)

Fund Returns

Last 1Y
-1.8%
Last 3Y
6.5%
Last 5Y
8.5%
Last 10Y
9.7%
Since Inception
10.6%
6 Month CAGR
6.6%

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
2.39
Launched (15y ago)
May 20, 2009
AUM in Crores
572.727
ISIN
INF663L01JM9
Lock-in
No Lock-in
Benchmark
Nifty 100 TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
12.4
Standard Deviation (5yr)
12.7
Beta (3yr)
0.96
Beta (5yr)
0.94
Sharpe Ratio (3yr)
0.289
Sharpe Ratio (5yr)
0.283
YTM
0
Fund Managers

Bhupesh Kalyani

Fund Manager

Vinay Paharia

Fund Manager

Vivek Sharma

Fund Manager

Anandha Padmanabhan Anjeneyan

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
PGIM India Large Cap Fund Wealth Plan (RIDCW-Q)70%9,00,761 1,68,1498.5%
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 2019-07-28

Top Stock Holdings

icici bank ltd

9.4%
9.4%

reliance industries ltd

8.2%
8.2%

hdfc bank ltd

7.2%
7.2%

tata consultancy services ltd

6.8%
6.8%

axis bank ltd

6.2%
6.2%
See all holdings

Allocation by Sector

financial services

31.1%
31.1%

consumer defensive

11.1%
11.1%

consumer cyclical

10.9%
10.9%

industrials

9.9%
9.9%

technology

8.2%
8.2%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,471 cr

₹ 18,691 cr

₹ 14,859 cr

₹ 42,664 cr

₹ 63,933 cr

amc-img

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 25,295 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

6.8%

10.4%

6.3%

7.7%

6.3%

7.7%

12.7%

13.5%

-

3.4%

PGIM India Large Cap Fund Wealth Plan (RIDCW-Q) Review

PGIM India Large Cap Fund Wealth Plan (RIDCW-Q) is a Large Cap Equity fund and has delivered an annualised return of 10.6% over a period of 15 years. The fund was previously known as PGIM India Large Cap Wlth Pl DR. The fund is managed by PGIM India Asset Management Private Limited. The fund managers are Anandha Padmanabhan Anjeneyan, Bhupesh Kalyani, Vinay Paharia, Vivek Sharma.

Nav of PGIM India Large Cap Fund Wealth Plan (RIDCW-Q) as of 7/28/2019 is ₹11.63 with the total AUM as of 5/29/2024 is ₹572.727. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Large Cap Fund Wealth Plan (RIDCW-Q) was launched on May 20, 2009. The category risk of the fund is Very High Risk.

The minimum SIP amount for PGIM India Large Cap Fund Wealth Plan (RIDCW-Q) 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 (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 Wealth Plan (RIDCW-Q) is rated as a 1 fund in Equity and delivered -1.8% 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 (RIDCW-Q).

Frequently Asked Questions

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

PGIM India Large Cap Fund Wealth Plan (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 Wealth Plan (RIDCW-Q)?

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

The minimum sip amount for PGIM India Large Cap Fund Wealth Plan (RIDCW-Q) is ₹0. You can invest in multiples of ₹5000.

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

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

The expense ratio of the PGIM India Large Cap Fund Wealth Plan (RIDCW-Q) is 2.39% for regular plan.