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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) 763.24
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio 8.796 % NA
Date 28-Mar-25 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 -0.16 4.15 2.62 8.57 14.20 NA NA 19.33
Category Avg 0.84 4.54 3.85 10.00 4.79 19.28 23.13 15.58
Category Best 3.37 8.58 11.66 22.11 21.29 33.44 36.27 46.91
Category Worst -1.37 0.08 -4.44 -2.13 -13.13 3.17 11.20 -19.80
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 [%]
0.9302 4.3521 0.7041 5.7386 0.0040
Asset Allocation
Holdings
Company Name% Hold
ICICI Bank 7.50
HDFC Bank 6.72
Reliance Industr 4.94
Eternal Ltd 3.91
Solar Industries 3.11
TCS 2.90
Bharti Airtel 2.80
Muthoot Finance 2.33
Axis Bank 2.26
Mankind Pharma 2.09
Dixon Technolog. 1.91
Interglobe Aviat 1.80
ICICI Lombard 1.78
Bharti Hexacom 1.77
Varun Beverages 1.76
SRF 1.74
Uno Minda 1.70
Max Healthcare 1.64
FSN E-Commerce 1.64
Maruti Suzuki 1.62
Supreme Inds. 1.54
J K Cements 1.51
Larsen & Toubro 1.44
Vishal Mega Mart 1.43
Info Edg.(India) 1.42
JSW Infrast 1.41
Nestle India 1.41
Bharat Electron 1.36
Divi's Lab. 1.31
Global Health 1.31
SBI Life Insuran 1.24
Blue Star 1.20
CG Power & Ind 1.20
Prestige Estates 1.15
Anthem Bioscienc 1.15
PB Fintech. 1.13
Tube Investments 1.05
HDFC AMC 1.05
TVS Motor Co. 0.93
NTPC 0.90
Pidilite Inds. 0.88
Coromandel Inter 0.86
Multi Comm. Exc. 0.80
Urban Company 0.80
Hexaware Tech. 0.75
Container Corpn. 0.74
360 ONE 0.68
Nippon Life Ind. 0.67
Voltas 0.65
Indian Hotels Co 0.63
J B Chemicals & 0.60
Sun Pharma.Inds. 0.57
Endurance Tech. 0.56
Titan Company 0.55
KEI Industries 0.54
United Spirits 0.54
Persistent Systems 0.53
Phoenix Mills 0.52
Jubilant Food. 0.51
Astral 0.51
Akzo Nobel 0.45
Schaeffler India 0.43
Ajanta Pharma 0.43
TBILL-91D 0.20
C C I 4.81
Net CA & Others -0.28
TVS Motor Co. 0.01
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