Comprehensive analysis of PGIM India Large and Mid Cap Fund - Direct (G) (44601) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
PGIM India Asset Managers Private Ltd
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.
A comprehensive at-a-glance view of key mutual fund health indicators
Good Returns
High Risk
Low Expense Ratio
Equity Focused
New Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Historical performance consistency
Recent performance momentum
Market exposure level
Fund management costs
Risk-adjusted returns
Fund manager experience
Assets under management
This fund has outperformed its benchmark by 4.77% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| ICICI Bank Ltd | Banks | 7.93% |
| ICICI Bank Ltd | Banks | 7.78% |
| HDFC Bank Ltd | Banks | 7.45% |
| HDFC Bank Ltd | Banks | 7.42% |
| Reliance Industries Ltd | Refineries | 5.71% |
| Reliance Industries Ltd | Refineries | 5.26% |
| C C I | Debt Others | 5.19% |
| Solar Industries India Ltd | Aerospace & Defence | 4.31% |
| Bharti Airtel Ltd | Telecomm-Service | 4.14% |
| C C I | Debt Others | 3.92% |
Compare against Large & Mid Cap Fund category average
This comparison shows how the fund performs relative to the Large & Mid Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Large & Mid Cap Fund category
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| Nippon India Vision Large & Mid Cap Fund - Dir (G) | ₹1590.44 | 11.66% | 3.74% | 6.91% |
| Nippon India Vision Large & Mid Cap Fund - (G) | ₹1479.79 | 11.49% | 3.44% | 6.34% |
| ICICI Pru Large & Mid Cap Fund - Direct (G) | ₹1124.57 | 10.08% | 9.25% | 9.93% |
| Aditya Birla SL Large & Mid Cap Fund - Dir (G) | ₹1015.87 | 12.46% | 3.49% | 3.26% |
| ICICI Pru Large & Mid Cap Fund - (G) | ₹1006.98 | 9.83% | 8.78% | 8.97% |
| Aditya Birla SL Large & Mid Cap Fund (G) | ₹913.74 | 12.24% | 3.10% | 2.45% |
| DSP Large & Mid Cap Fund - Direct (G) | ₹697.25 | 9.39% | 4.22% | 5.88% |
| SBI Large & Midcap Fund - Direct (G) | ₹678.82 | 11.02% | 5.84% | 7.47% |
| SBI Large & Midcap Fund (G) | ₹625.95 | 10.79% | 5.40% | 6.53% |
| DSP Large & Mid Cap Fund - Regular (G) | ₹624.47 | 9.11% | 3.69% | 4.81% |
A seasoned investment professional with over 2 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.