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Snapshot
Snapshot
PGIM India Large Cap Fund (IDCW)
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Summary
Fund Name : PGIM India Mutual Fund
Scheme Name : PGIM India Large Cap Fund (IDCW)
AMC : PGIM India Mutual Fund
Type : Open
Category : Equity - Diversified
Launch Date : 14-Jan-03
Fund Manager : Vinay Paharia
Net Assets:(Rs. cr) 538.29
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio 3.717 % NA
Date 23-Jun-26 NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 5000
Increm.Investment(Rs.) : 1000
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return -1.49 -3.57 3.34 1.86 -5.06 5.50 5.20 15.64
Category Avg -0.95 -1.81 7.03 10.28 4.66 12.44 12.21 13.23
Category Best 5.85 12.05 28.40 39.89 34.34 36.17 23.71 42.14
Category Worst -2.60 -6.56 -1.86 -7.10 -17.65 -4.61 -0.21 -12.52
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.9600 4.0768 0.2205 -2.6669 -0.0174
Asset Allocation
Holdings
Company Name% Hold
ICICI Bank 8.83
HDFC Bank 7.89
Bharti Airtel 4.82
Reliance Industr 4.42
SBI 4.25
Larsen & Toubro 4.08
Eternal 3.17
Kotak Mah. Bank 3.13
Titan Company 2.86
Bajaj Finance 2.62
Tech Mahindra 2.59
Axis Bank 2.48
TVS Motor Co. 2.25
TCS 1.99
UltraTech Cem. 1.98
NTPC 1.93
Divi's Lab. 1.74
M & M 1.70
JSW Steel 1.60
Infosys 1.55
Eicher Motors 1.50
Samvardh. Mothe. 1.46
Sun Pharma.Inds. 1.32
Varun Beverages 1.31
Max Healthcare 1.27
Interglobe Aviat 1.27
Mankind Pharma 1.23
Prestige Estates 1.21
Asian Paints 1.16
Torrent Pharma. 1.13
ICICI Lombard 1.12
Shriram Finance 1.10
Nestle India 1.02
ITC 1.01
LG Electronics 0.96
HDFC Life Insur. 0.92
United Spirits 0.89
Torrent Power 0.87
Solar Industries 0.86
CG Power & Ind 0.86
Maruti Suzuki 0.84
Power Fin.Corpn. 0.82
Hindalco Inds. 0.79
Bharat Electron 0.76
Tata Consumer 0.75
Vishal Mega Mart 0.71
Muthoot Finance 0.69
One 97 0.67
SBI Funds Mgt. 0.62
Manipal Health 0.57
Persistent Systems 0.55
ICICI AMC 0.49
Power Grid Corpn 0.47
Tata Steel 0.45
GE Vernova T&D 0.41
TBILL-364D 0.09
C C I 2.14
Net CA & Others -0.22
TVS Motor Co. 0.05
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