PGIM India Large and Midcap Fund - Regular Plan - Growth Option

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Category: Equity: Large and Mid Cap
Launch Date: 12-02-2024
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
Expense Ratio: 2.29% As on (30-06-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 72.68 Cr As on (30-06-2025)
Turn over: 5

NAV as on 14-07-2025

12.56 0.06 (0.4777%)

CAGR Since Inception

16.41%

NIFTY Large Midcap 250 TRI 16.21%

PERFORMANCE of PGIM India Large and Midcap Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 14-07-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
PGIM India Large and Midcap Fund - Regular Plan - Growth Option	6.26	-	-	-	16.41
NIFTY LARGE MIDCAP 250 TRI	2.38	22.59	25.58	15.85	16.21
Equity: Large and Mid Cap	2.65	22.39	24.49	14.31	15.06

Yearly Performance (%)

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Fund Managers

Mr. Vinay Paharia, Mr. Anandha Padmanabhan, Mr. Utsav Mehta, Mr. Puneet Pal

Investment Objective

The investment objective of the Scheme is to seek long term capital growth through investments in equity and equity related securities of predominantly large cap and mid cap stocks. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/ indicate any returns.

RETURNS CALCULATOR for PGIM India Large and Midcap Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of PGIM India Large and Midcap Fund - Regular Plan - Growth Option

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
PGIM India Large and Midcap Fund - Regular Plan - Growth Option	-	-	-	-	-	-
Equity: Large and Mid Cap	-	-	-	-	-	-

PEER COMPARISION of PGIM India Large and Midcap Fund - Regular Plan - Growth Option

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Period

Data as on - 14-07-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
PGIM India Large and Midcap Fund - Regular Plan - Growth Option	12-02-2024	6.26	0.0	0.0	0.0	0.0
Invesco India Large & Mid Cap Fund - Growth	09-08-2007	13.53	31.88	29.0	25.88	15.51
Motilal Oswal Large and Midcap Fund - Regular Plan Growth	01-10-2019	12.31	31.39	32.19	29.68	0.0
Franklin India Large & Mid Cap Fund - Growth Plan	05-03-2005	6.62	20.4	19.18	24.31	11.82
ICICI Prudential Large & Mid Cap Fund - Growth	09-07-1998	5.76	24.41	24.88	28.65	15.7
SBI Large & MIDCap Fund- Regular Plan -Growth	28-02-1993	5.54	19.86	21.76	25.4	14.67
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	22-12-2023	5.38	0.0	0.0	0.0	0.0
Sundaram Large and Midcap Fund Regular Plan - Growth	10-02-2007	4.75	22.52	23.82	25.36	15.38
Bajaj Finserv Large and Mid Cap Fund- Regular Plan- Growth	27-02-2024	3.99	0.0	0.0	0.0	0.0
UTI Large & Mid Cap Fund - Regular Plan - Growth Option	01-08-2005	3.82	24.8	25.17	27.71	13.7

PORTFOLIO ANALYSIS of PGIM India Large and Midcap Fund - Regular Plan - Growth Option

Asset Allocation (%)