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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.61 | 57.58 | 1.80 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.34 | 48.50 | 1.72 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.50% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
— |
Large & Mid Cap funds diversify investment between large cap and mid cap companies. These are relatively less riskier as compared to large cap funds due to their exposure to mid cap funds also.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
PGIM India Large and Mid Cap Fund(IDCW) | — | — | — |
Mirae Asset Large & Midcap Fund(IDCW) | 26.63% | 6.50% | 17.98% |
SBI Large & Midcap Fund(IDCW-Payout) | 28.52% | 19.37% | 16.43% |
Kotak Equity Opp Fund(IDCW-Payout) | 34.13% | 22.26% | 13.18% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Debt
Others
Holdings
6.39 %
Holdings
5.58 %
Holdings
5.48 %
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
24
Total AUM
₹ 25,665.89 Cr.
Vinay Paharia
AUM: ₹22,371.61 Cr.
|
Exp: 11yrs
Anandha Padmanabhan Anjeneyan
AUM: ₹9,292.34 Cr.
|
Exp: 13yrs
Utsav Mehta
AUM: ₹15,396.07 Cr.
|
Exp: 13yrs
Puneet Pal
AUM: ₹22,729.82 Cr.
|
Exp: 10yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%