For Exits beyond 90 days from date of allotment of units: NIL.
- Date of Inception: Direct Plan: February 12, 2024.
- ^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 will be predominantly invested in equity and equity related securities primarily comprising of large cap and mid cap stocks. The aim of the Scheme is to seek long-term capital appreciation from an actively managed portfolio.
The Scheme will endeavor to achieve this by allocating the investments to equity and equity related securities out of which at least 35% each will be towards large cap stocks and mid cap stocks.
The portfolio will be built utilizing a combination of the top-down and bottom-up portfolio construction process, focusing on the fundamentals of each stock, including quality of management. The fund manager will aim to build a diversified portfolio with exposure across sectors.
The Scheme may also invest a certain portion of its corpus in debt and money market securities. Investment in debt securities will be guided by credit quality, liquidity, interest rates and their outlook.
The Scheme may invest in other scheme(s) managed by the AMC or in the scheme(s) of any other mutual fund, provided it is in conformity with the investment objectives of the Scheme and in terms of the prevailing Regulations.
Large caps form an essential part of your portfolio that provide relative stability and allow you to participate in the most liquid and well known brands of India. Identifying such companies in the early phase of their growth can offer you higher alpha over long run.
Presenting PGIM India Large and Mid Cap Fund, an open-ended diversified equity scheme, which allows you to participate in large and mid cap companies under one mandate. Large cap companies are those that are ranked between first to hundred in terms of market capitalisation while mid cap companies are ranked between from 101 to 250 in terms of market cap. A combination of large caps and mid caps thus provide you with a blend of growth and stability.
PGIM India Large and Mid Cap Fund is ideal for first-time as well as existing investors looking to build their core portfolio and wish to participate in the Indian economy’s growth story.
- Invests a minimum of 35% each in Large Cap and Mid Cap stocks, respectively.
- Invests across a range of sectors and industries.
- Participate in both large and mid cap themes through one fund.
- Diversify across sectors, themes and companies across the market cap spectrum.
- Benefit of stability through large caps as well as potential of creating alpha through mid caps over long run.
- Participate in themes not available in large cap segment.
- Invest in the leaders of tomorrow.
- Viable investment solution for your long term goals suitable for achieving long-term goals.
- Ideal for first-time MF investors looking to build their core portfolio.
5 years or more
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.
- Long term capital growth
- Investing in equity and equity related securities of predominantly large cap and mid cap stocks.
- Degree of risk - VERY HIGH
The risk of the Benchmark is
Very High
The risk of the Benchmark is Very High
