For Exits beyond 90 days from date of allotment of units: NIL.
- Date of Inception: Direct Plan: January 30, 2003.
- ^Above returns are CAGR - Compounded Annual Growth Rate.
- ** Scheme Benchmark. # Standard Benchmark. *Based on standard investment of Rs.10,000 made at the beginning of the relevant period.
- Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments.
- Different plans have a different expense structure. The above returns are as on December 10, 2024.
- The performance provided is for Direct Plan - Growth Option.
The scheme seeks to provide long-term capital growth from an actively managed portfolio, mainly consisting of Large Cap companies. Focuses on blue-chip and growth oriented stocks with longer term investment horizon. Focus on intrinsic value v/s market value to identify growth & value unlocking opportunities Combination of top-down and bottom-up approach, with adequate risk controls. Top down approach to choose weighting for sectors. Within sector, bottom-up approach to identify investment opportunities
Large Cap companies tend to be well known and established in their respective sectors/areas. Some of these companies are household names Many of us use these products/services in our day to day life. In essence, Large cap companies are known for producing high-quality goods and enjoy better brand recall.
Large Cap companies tend to be well known and established in their respective sectors/areas. Some of these companies are household names Many of us use these products/services in our day to day life. In essence, Large cap companies are known for producing high-quality goods and enjoy better brand recall.
PGIM India Large Cap Fund is an actively managed open-ended fund which scouts for companies with high quality and growth potential. While scouting for the best companies in this space, the fund looks at the fundamentals of the business, the industry structure, the quality of management, sensitivity to economic factors, the financial strength of the company and key earnings drivers, among others.
The fund invests 80% of total assets in Large Cap stocks and the remaining 20% in other equities and debt securities.
- Provides an opportunity to own India’s large businesses spread across different industries and sectors.
- Relatively less prone to market fluctuations as compared to small cap stocks.
- Offers stability to your portfolio.
- Invests in market leaders.
- Suitable for investors who are looking to build their core equity portfolio.
- Investors who wish to invest in well-established companies with a long track record.
Since Large Cap Funds are meant for your long term goals, you should ideally have five years plus investment horizon while investing in this fund. Having a long term horizon helps in compounding your wealth.
Investing through SIP helps you accumulate more units when markets fall. You can decide to allocate lumpsum or SIP as per your cash flows. When market valuations are high, it is advisable to stagger your investments in an Equity Fund.
You can invest through multiple options:
- Website: You can invest through PGIM India Website by creating your profile and submitting identity details, and bank account information, and becoming KYC compliant.
- RIA/MFD: You can also invest through a Registered Investment Adviser or Mutual Fund distributor registered with SEBI/AMFI.
- Industry Portal: You can also invest through MF Utility or MF Central portals.
- Do consult your financial advisor before investing to understand if the fund fits into your risk profile.
- You can invest in lumpsum as well as through the SIP mode.
- The minimum application amount is Rs 5,000 for a lump sum and Rs 1,000 for additional investment.
- You need to commit at least 5 instalments (monthly or quarterly) of Rs 1,000 per instalment through SIP.
- SIP: Any date of the month or quarter, as applicable.
- STP: Daily, Weekly, Monthly and Quarterly. 5 instalments of Rs.1,000/- and in multiples of Rs.1/-.
- SWP: Monthly, Quarterly and Annually.
Investments redeemed on or after 23rd July 2024.
- Holding Period (To qualify for LTCG): 12 months
- Short Term Capital Gains Tax: 20%
- Long Term Capital Gains Tax: 12.5% (with an exemption up to INR 1.25 lakhs)
Plus surcharge and cess as may be applicable on the above rates.
- Capital growth over the long term
- Investment predominantly in equity and equity related securities of Large Cap companies
- Degree of risk – VERY HIGH.
The risk of the Benchmark is
Very High
The risk of the Benchmark is Very High
