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Snapshot
Snapshot
PGIM India Large and Mid Cap Fund - Regular (IDCW)
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Summary
Fund Name : PGIM India Mutual Fund
Scheme Name : PGIM India Large and Mid Cap Fund - Regular (IDCW)
AMC : PGIM India Mutual Fund
Type : Open
Category : Equity - Diversified
Launch Date : 24-Jan-24
Fund Manager : Vinay Paharia
Net Assets:(Rs. cr) 783.74
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio 9.429 % NA
Date 27-Mar-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 -2.11 2.49 1.08 -1.62 3.66 NA NA 12.87
Category Avg -2.64 2.23 -1.70 -3.63 3.94 16.28 15.04 12.35
Category Best 0.80 13.20 13.71 10.94 24.77 31.62 26.02 41.87
Category Worst -6.25 -8.10 -13.74 -19.99 -14.36 1.30 3.08 -17.48
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 [%]
0.8634 4.3124 0.1091 3.7042 -0.0105
Asset Allocation
Holdings
Company Name% Hold
ICICI Bank 4.77
Reliance Industr 4.11
HDFC Bank 3.71
Larsen & Toubro 3.08
Bharti Airtel 2.74
TCS 2.42
Solar Industries 2.31
Bajaj Finance 2.09
Varun Beverages 1.99
Eternal 1.96
Mankind Pharma 1.88
FSN E-Commerce 1.82
ICICI AMC 1.77
Nestle India 1.74
J K Cements 1.71
ICICI Lombard 1.62
Bharti Hexacom 1.57
Info Edg.(India) 1.56
SBI 1.50
Multi Comm. Exc. 1.49
PB Fintech. 1.47
Divi's Lab. 1.46
Max Healthcare 1.42
Uno Minda 1.42
Bharat Electron 1.42
Coromandel Inter 1.38
AU Small Finance 1.34
Maruti Suzuki 1.31
CG Power & Ind 1.29
Supreme Inds. 1.28
Dixon Technolog. 1.27
Power Fin.Corpn. 1.22
SBI Life Insuran 1.22
Ajanta Pharma 1.19
JSW Infrast 1.18
Vishal Mega Mart 1.14
Anthem Bioscienc 1.11
Rubicon Research 1.11
Blue Star 1.10
Global Health 1.08
Prestige Estates 1.05
NTPC 1.03
LG Electronics 1.02
Max Financial 1.00
Federal Bank 0.99
Tube Investments 0.98
Muthoot Finance 0.96
TVS Motor Co. 0.92
Shriram Finance 0.92
M & M 0.91
SRF 0.89
B P C L 0.84
Pidilite Inds. 0.80
Nippon Life Ind. 0.76
One 97 0.72
Physicswallah 0.72
Urban Company 0.70
Container Corpn. 0.70
Titan Company 0.70
Cholaman.Inv.&Fn 0.70
J B Chemicals & 0.70
Ashok Leyland 0.69
Interglobe Aviat 0.69
Bharat Forge 0.67
Voltas 0.67
360 ONE 0.66
Sun Pharma.Inds. 0.63
KEI Industries 0.63
Phoenix Mills 0.57
Astral 0.56
United Spirits 0.52
Hexaware Tech. 0.49
Endurance Tech. 0.46
Schaeffler India 0.41
JSW Dulux 0.39
Jubilant Food. 0.39
TBILL-364D 0.19
C C I 2.20
Net CA & Others -0.09
TVS Motor Co. 0.01
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