May 16, 2026
RA Jainee
PGIM India Large Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 384.82 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 25.94 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 1,000 |
| Min. No of Cheques | 5 |
| Benchmark | NIFTY 100 TRI |
| AUM Rs. | 544 Cr |
| (As on 30-Apr-2026) | |
| Expense | 0.89% |
| 1 Year Return (%) | -2.61 |
| 3 Year Return (%) | 9.77 |
| 5 Year Return (%) | 9.97 |
| 10 Year Return (%) | 11.83 |
| Return Since Launch | 12.63% |
⚖️ Sahifund Review – PGIM India Large Cap Fund ✔
PLUS:
✓ Backed by the global investment pedigree and institutional research framework of PGIM India Mutual Fund.
✓ Long operating history of more than 13 years provides investors visibility across multiple market cycles.
✓ Diversified portfolio of 56 stocks reduces excessive concentration risk within the large-cap segment.
✓ Top 10 holdings at 43.44% indicate balanced allocation rather than overdependence on a few heavyweight stocks.
✓ Expense ratio of 0.89% remains reasonably competitive for an actively managed large-cap fund.
✓ Lower turnover ratio of 25% suggests relatively stable portfolio management and disciplined investing approach.
✓ Suitable for conservative SIP investors seeking relatively stable exposure to established large-cap companies.
MINUS:
⚖️ 1-year return of -2.61% significantly lags both benchmark and category average, reflecting weak recent momentum.
⚖️ 3-year and 5-year returns remain below most leading large-cap peers like ICICI Prudential, SBI and Nippon India.
⚖️ Return grade is officially classified as below average, highlighting persistent relative underperformance.
⚖️ Large-cap allocation near 89% may limit alpha generation during mid-cap and small-cap bull phases.
⚖️ Fund ranks in the lower half of the category across most return periods, reducing competitive appeal.
⚖️ Portfolio strategy appears relatively defensive and may underperform during aggressive growth-led market rallies.
⚖️ Investors seeking benchmark-beating returns may find stronger alternatives within the large-cap category.
Sahifund View (Decisive Line):
PGIM India Large Cap Fund may suit conservative long-term SIP investors prioritising portfolio stability, but stronger-performing diversified large-cap and flexi-cap funds currently offer better return potential for most investors.
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Large-cap funds are suitable for investors:
1. Seeking exposure in large-cap stocks for moderately high returns
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The Scheme seeks to generate long term capital growth from a diversified portfolio of equity and equity related securities of predominantly large cap companies.
Fund Manager:
1) Anandha Padmanabhan Anjeneyan
Education: Mr. Anjeneyan is a B. Com, ACA, CFA, FRM
Experience: Prior to joining PGIM India Asset Management Pvt Ltd, he has worked with Renaissance Investment Managers Private Limited, Canara Robeco Asset Management Company Limited.
2) Vinay Paharia
Education: Mr. Paharia holds a B.Com degree from Narsee Monjee College and an M.M.S. degree from Welingkar Institute of Management, Mumbai.
Experience: Prior to joining PGIM India Mutual Fund, he was associated with Union Mutual Fund, Invesco Asset Management Company, L&T Mutual Fund, K R Choksey Shares and Securities Pvt Ltd (Jan 2004-Jan 2006), First Global Stock broking Pvt. Ltd (Jun 2002-Jan 2004).
3) Vivek Sharma
Education: Mr. Sharma is a PGDM Finance
Experience: Prior to joining PGIM India Asset Management Pvt. Ltd. – Equity Analyst and Asst. Fund Manager, he has worked with ICICI Securities Ltd. – Equity Analyst and JP Morgan Services India Pvt. Ltd.- Associate – Investment Banking.
4) Akhil Dhar
Education: PGDBM (Finance) and B.E (Electrical)
Experience: Prior to joining the PGIM MF, he was associated with IndusInd Bank Ltd, CARE Rating Ltd, India Ratings and Research Private Ltd.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 1,000 |
| Min. Withdrawal (Rs) | 100 |
| Min. No of Cheques | 5 |
| Min. Balance (Rs) | 1 |
| Lock-in Period | NA |
| Exit Load | 0.5% for redemption within 90 days |
Basic Details of PGIM India Large Cap Fund
| Fund House | PGIM India Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 12.63% |
| Benchmark | NIFTY 100 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 544 Cr |
| (As on 30-Apr-2026) | |
| Expense | 0.89% |
| (As on 30-Apr-2026) | |
| Risk Grade | Above Average |
| Return Grade | Below Average |
| Turnover | 25.00% |
PGIM India Large Cap Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| PGIM India Large Cap Dir | -7.85 | 1.19 | 0.40 | -5.51 | -7.76 | -2.61 | 9.77 | 9.97 | 11.90 | 11.83 |
| BSE 100 TRI | -8.00 | 1.08 | 0.12 | -5.83 | -7.27 | -1.43 | 11.81 | 12.39 | 13.49 | 13.65 |
| Equity: Large Cap | -6.09 | 1.12 | 0.77 | -4.37 | -5.64 | 0.29 | 13.52 | 12.59 | 13.50 | 13.03 |
| Rank within category | 67 | 29 | 51 | 63 | 71 | 66 | 76 | 58 | 45 | 39 |
| Number of funds in category | 120 | 124 | 123 | 121 | 120 | 107 | 84 | 61 | 52 | 42 |
Peer Comparison of PGIM India Large Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| PGIM India Large Cap Dir | 2 out of 5 stars | -2.61 | 9.77 | 9.97 | 0.89 | 544 | 12.63 | 0.50 (90) | 13Y 4M | 25.00 |
| ICICI Pru Large Cap Dir | 5 out of 5 stars | -1.25 | 15.10 | 14.95 | 1.20 | 75,650 | 14.70 | 1.00 (30) | 13Y 4M | 17.00 |
| SBI Large Cap Dir | 4 out of 5 stars | 1.24 | 11.94 | 12.87 | 0.82 | 53,468 | 14.35 | 0.25 (30) | 13Y 4M | 33.00 |
| Nippon India Large Cap Dir | 5 out of 5 stars | 0.42 | 15.67 | 17.34 | 2.75 | 51,690 | 15.25 | 1.00 (7) | 13Y 4M | 27.00 |
| HDFC Large Cap Dir | 4 out of 5 stars | -2.49 | 12.41 | 13.78 | 1.36 | 38,121 | 13.02 | 1.00 (365) | 13Y 4M | 30.60 |
PGIM India Large Cap Fund Portfolio
| No. of Stocks | 56 |
| Top 10 Stocks | 43.44% |
| Top 5 Stocks | 29.30% |
| Top 3 Sectors | 58.76% |
| Portfolio P/B Ratio | 3.65 |
| Portfolio P/E Ratio | 25.13 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 3,75,486 | 3,95,790 |
| Giant (%) | — | — |
| Large (%) | 89.27 | 95.47 |
| Mid (%) | 10.73 | 7.34 |
| Small (%) | — | 4.06 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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