Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.86 | 41.72 | 1.97 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.47 | 40.17 | 2.55 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 0.50% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
NIFTY 100 - TRI |
Large Cap funds invest in stocks of the top 100 companies in terms of full market capitalization. They invest at least 80% of their assets in large cap companies. These funds are relatively less riskier than other market cap funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
PGIM India Large Cap Fund | 29.84% | 13.63% | 15.16% |
ICICI Pru Bluechip Fund | 43.22% | 21.58% | 17.36% |
SBI BlueChip Fund | 31.06% | 16.78% | 16.68% |
Mirae Asset Large Cap Fund | 31.26% | 15.00% | 17.69% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Equity
Debt
Others
Holdings
8.64 %
Holdings
7.94 %
Holdings
7.38 %
PGIM India Mutual Fund is a fully owned business of PGIM, the global investment management business of the US based Prudential Financial, Inc. (PFI). PGIM operates across 16 countries and has 38 offices with over 1,300+ investment professionals.
No.of Schemes
22
Total AUM
₹ 25,472.67 Cr.
Anandha Padmanabhan Anjeneyan
AUM: ₹8,979.15 Cr.
|
Exp: 13yrs
Sharma Vivek
AUM: ₹20,925.43 Cr.
|
Exp: 15yrs
Vinay Paharia
AUM: ₹22,519.79 Cr.
|
Exp: 11yrs
Bhupesh Kalyani
AUM: ₹2,657.45 Cr.
|
Exp: 8yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 15%
Gains of over ₹ 1 lakh in a financial year are taxed at 10%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
₹—
+Returns (0%)
₹—
-₹—
You make
₹—
Returns
Fund has been able to generate better returns compared to other funds in the same category