PGIM India Large Cap Fund
(Large Cap Fund - An open ended equity scheme predominantly investing in large cap stocks)


Key Features

Benchmark Index
Benchmark Index

NIFTY 100 TRI

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Minimum Application Amount
Minimum Application Amount

Minimum of ₹ 5,000/- and in multiples of ₹ 1/- thereafter.

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Minimum Additional Amount
Minimum Additional Amount

Additional Purchase - Minimum of ₹ 1000/- and in multiples of ₹ 1/- thereafter.

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Exit Load
Exit Load

For Exits within 90 days from date of allotment of units : 0.50%.
For Exits beyond 90 days from date of allotment of units : NIL

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Scheme Overview

Investment Objective

The Investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of equity and equity related securities of predominantly large cap companies.

However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/ indicate any returns.

Investment Strategy

  • 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


Introduction :

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.

Many of these Large Cap businesses tend to have a wider geographical reach with operations in multiple countries and industries. Large Cap companies are ranked as per the market capitalization which ranges from 1 to 100.

What is PGIM India Large Cap Fund?

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.

Where does PGIM India Large Cap Fund invest?

The fund invests 80% of total assets in Large Cap stocks and the remaining 20% in other equities and debt securities.

What are the benefits of investing in PGIM India Large Cap Fund?

  • 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.
  • Invests in companies that have proven ability to weather downturns and operate profitably.
  • Offers stability to your portfolio.
  • Invests in market leaders.

Why you should invest in PGIM India Large Cap Fund?

  • 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.

How long should I stay invested in PGIM India Large Cap Fund?

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.

FAQs


Should you do SIP or invest lumpsum in Large Cap Fund?

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.

How to invest in PGIM India Large Cap Fund?

There are several options to invest.

  • Website: You can invest throughhttps://investors.pgimindiamf.com/auth/login 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.

Can I invest through SIP and lumpsum mode in PGIM India Large Cap Fund?

  • You can invest lumpsum as well as through SIP mode
  • The minimum application amount under this fund is Rs 5,000 for a lumpsum transaction. You can invest a minimum of Rs 1,000 as additional investment
  • You need to commit at least 5 installments (monthly or quarterly) with a minimum of Rs 1,000 per installment if you invest through SIP

What frequency/dates are allowed for Systematic Investment Plan (SIP), Systematic Transfer Plan (STP) and Systematic Withdrawal Plan (SWP) transactions in PGIM India Small Cap Fund?

  • 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 ` 1/-.
  • SWP:Monthly, Quarterly and Annually

How is PGIM India Large Cap Fund taxed

  • Short Term Capital Gains: 15% on gains if sold before 12 months.
  • Long Term Capital Gains Tax: Gains of up to 1 lakh (sold after 12 months) are tax free. Gains above 1 lakh are taxed at 10%.
Scheme Performance
Scheme Portfolio
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riskometer

This product is suitable for investors who are seeking*:

  • Capital growth over the long term

  • Investment predominantly in equity and equity related securities of Large Cap companies

  • Degree of risk – VERY HIGH.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Riskometer

Very High - Investors understand that their principal will be at very high risk

fund managers

Mr. A. Anandha Padmanabhan

Collectively over 15 years of experience in Indian financial markets, primarily in equity Read More...

Mr. Vivek Sharma

Over 14 years of experience in Equity market, research and fund management : Read More...

Vinay Paharia

Mr. Vinay Paharia

Collectively over 20 years of experience in Indian financial markets, primarily in equity research & Fund Management Read More...

Bhupesh Kalyani

Mr. Bhupesh Kalyani

Over 18 years of experience in fund management of fixed income securities Read More...


MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.


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