MFDirect · Growth

PGIM India Large Cap Fund - Series 2 - Growth - Direct Plan

Large Cap FundEquity - Large Cap FundBenchmark: NIFTY 50 - TRI
NAV · 07 Apr 2020₹10.310.00%
AUM₹45 Crfrom this fund's primary plan
Expense Ratio1.09%
CAGR
Exit Load
Min SIP
Launched2015

Investment Objective

The objective of the scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities of large cap companies in India. There can be no assurance that the investment objective of the Scheme will be realized.

Fund Mandate

Debt and MMI0%–10%
Equity and Equity Related Instruments of Large Cap Companies70%–100%
Equity and Equity Related Instruments of Non Large Cap Companies0%–30%
Fund Managers
AA
Alok Agarwal
Fund Manager
Key Information
1.09%
₹5,000
Nil
Inception07 Apr 2015
AMC
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day0.00%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.09%
Nil
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme