Pgim India Large And Mid Cap Fund Direct-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -0.45%
NAV: ₹13.36 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Pgim India Large And Mid Cap Fund Direct-Growth

  • ₹777.3 Cr
    AUM
  • ₹13.36
    NAV
  • 0.87%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Pgim India Large And Mid Cap Fund Direct-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -0.45% NA 2.80%
6 Months 6.88% NA 12.07%
1 Year 2.61% 2.61% -3.06%
2 Years 12.65% 6.14% 20.08%
As on Thu Nov 05, 2026

Asset Allocation of Pgim India Large And Mid Cap Fund Direct-Growth

equities

97.74%

debt instruments

2.38%
Large Cap: 52.99%
Mid Cap: 41.67%
Small Cap: 5.34%
Other: 0.00%
Top Holdings
Icici Bank Ltd
7.23%
Icici Bank Ltd
7.93%
Icici Bank Ltd
7.50%
Icici Bank Ltd
7.11%
Icici Bank Ltd
7.11%
 
Top Sectors
Financial
115.33%
Energy & Utilities
10.67%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Pgim India Large And Mid Cap Fund Direct-Growth

Pgim India Large And Mid Cap Fund Direct-Growth is one Equity mutual fund offered by PGIM India Mutual Fund. Launched on 12 Feb 2024, the fund aims Long term capital growth Investing in equity and equity related securities of predominantly large cap and mid cap stocks. Degree of risk - Very High. It manages assets worth ₹777.3 crore as on Wed Sep 30, 2026. The expense ratio stands at 0.87%.
The portfolio allocation consists of 97.74% in equities, 2.38% in debt instruments.Managed by Utsav Mehta, it has delivered a return of 2.61% in the last year, a total return since inception of 11.19%.
Selecting a suitable best sip investment has a key role for systematic investing.

Read more
  • Puneet Pal

    Fund Manager

  • Mr. Pal is a B.Com (H) and MBA from SIBM Pune.

    Manager Education

  • Vinay Paharia

    Fund Manager

  • Mr. Paharia holds a B.Com degree from Narsee Monjee College and an M.M.S. degree from Welingkar Institute of Management, Mumbai.

    Manager Education

  • Anandha Padmanabhan Anjeneyan

    Fund Manager

  • Mr. Anjeneyan is a B. Com, ACA, CFA, FRM

    Manager Education

  • Utsav Mehta

    Fund Manager

  • Mr. Mehta has done B.Com and CFA

    Manager Education

Pgim India Large And Mid Cap Fund Direct-Growth Fund Details

Fund Names Pgim India Large And Mid Cap Fund Direct-Growth
Inception Date 12 Feb 2024
Lock In No Lock-in
SIP Minimum Investment amount ₹1000
SWP Minimum Investment amount ₹1000
STP Minimum Investment amount ₹1000
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Pgim India Large And Mid Cap Fund Direct-Growth Fund Returns Comparison

Compare Pgim India Large And Mid Cap Fund Direct-Growth with other mutual funds in the same category

Pgim India Large And Mid Cap Fund Direct-Growth

Motilal Oswal Large And Midcap Fund Direct-Growth

Motilal Oswal Large And Midcap Fund Direct-IDCW

Compare more funds

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Motilal Oswal Large And Midcap Fund Direct-Growth trend ₹19,832 1.85% 1.85% 6.35% 22.16% 18.29%
Motilal Oswal Large And Midcap Fund Direct-IDCW trend ₹19,832 1.85% 1.85% 6.35% 22.16% 18.29%
Invesco India Large & Mid Cap Fund Direct-Growth trend ₹12,200 6.01% -0.22% 9.13% 23.12% 17.06%
Invesco India Large & Mid Cap Fund Direct-IDCW trend ₹12,200 6.01% -0.22% 9.13% 23.12% 17.06%
Motilal Oswal Large And Midcap Fund Regular-Growth trend ₹19,832 1.78% 1.61% 5.32% 20.77% 16.80%
Motilal Oswal Large And Midcap Fund Regular-IDCW trend ₹19,832 1.78% 1.61% 5.32% 20.77% 16.80%
Bandhan Large & Mid Cap Fund Direct-Growth trend ₹20,650 3.23% -1.28% 1.23% 18.00% 15.80%
Bandhan Large & Mid Cap Fund Direct-IDCW trend ₹20,650 3.23% -1.28% 1.23% 18.00% 15.80%
Invesco India Large & Mid Cap Fund Regular-Growth trend ₹12,200 5.92% -0.49% 7.92% 21.73% 15.68%
Invesco India Large & Mid Cap Fund Regular-IDCW trend ₹12,200 5.92% -0.49% 7.92% 21.73% 15.68%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from PGIM India Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Pgim India Large And Mid Cap Fund Regular-Growth increase ₹777 5.46% -0.93% 5.90% 0.79% -
Pgim India Large And Mid Cap Fund Direct-IDCW increase ₹777 5.70% -0.45% 6.88% 2.61% -
Pgim India Large And Mid Cap Fund Regular-IDCW increase ₹777 5.46% -0.93% 5.90% 0.79% -
increase growth is based on 1-month returns of the funds

Pgim India Large And Mid Cap Fund Direct-Growth Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Mirae Asset Large & Midcap Fund Direct-Growth trend ₹42,834 ₹176.18 13.06% 10.04% 16.22%
Mirae Asset Large & Midcap Fund Regular-Growth trend ₹42,834 ₹154.69 12.02% 9.00% 15.14%
Mirae Asset Large & Midcap Fund Regular-IDCW trend ₹42,834 ₹47.58 12.02% 9.00% 15.14%
Mirae Asset Large & Midcap Fund Direct-IDCW trend ₹42,834 ₹82.62 13.06% 10.04% 16.22%
SBI Large & Midcap Fund Direct Plan-Growth trend ₹40,499 ₹696.29 13.60% 12.33% 14.85%
SBI Large & Midcap Fund-Growth trend ₹40,499 ₹635.09 12.64% 11.39% 13.97%
SBI Large & Midcap Fund-IDCW trend ₹40,499 ₹286.93 12.64% 11.39% 13.97%
SBI Large & Midcap Fund Direct Plan-IDCW trend ₹40,499 ₹362.92 13.60% 12.33% 14.85%
ICICI Prudential Large & Mid Cap Fund Direct Plan-Growth trend ₹31,628 ₹1,133.94 15.16% 13.78% 15.49%
ICICI Prudential Large & Mid Cap Fund-Growth trend ₹31,628 ₹1,004.15 14.17% 12.81% 14.44%
View More
Top funds are based on Fund AUM

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Pgim India Large And Mid Cap Fund Direct-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Icici Bank LtdFinancial7.23%₹58.94 Cr
Icici Bank LtdFinancial7.93%₹57.90 Cr
Icici Bank LtdFinancial7.50%₹57.21 Cr
Icici Bank LtdFinancial7.11%₹57.09 Cr
Icici Bank LtdFinancial7.11%₹57.09 Cr
Hdfc Bank LtdFinancial7.45%₹54.40 Cr
Hdfc Bank LtdFinancial6.66%₹54.32 Cr
Hdfc Bank LtdFinancial6.63%₹53.23 Cr
Hdfc Bank LtdFinancial6.63%₹53.23 Cr
Hdfc Bank LtdFinancial6.72%₹51.27 Cr
Icici Bank LtdFinancial6.11%₹49.55 Cr
Hdfc Bank LtdFinancial5.88%₹47.74 Cr
Icici Bank LtdFinancial5.61%₹43.59 Cr
Icici Bank LtdFinancial5.61%₹43.59 Cr
Icici Bank LtdFinancial5.61%₹43.59 Cr
Reliance Industries LtdEnergy & Utilities5.35%₹43.42 Cr
Reliance Industries LtdEnergy & Utilities5.32%₹43.33 Cr
Icici Bank LtdFinancial5.18%₹43.04 Cr
Icici Bank LtdFinancial5.18%₹43.04 Cr
Icici Bank LtdFinancial5.18%₹43.04 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Motilal Oswal Large And Midcap Fund Direct-Growth increase ₹40.58 22.16% 18.29% -
Motilal Oswal Large And Midcap Fund Direct-IDCW increase ₹28.68 22.16% 18.29% -
Invesco India Large & Mid Cap Fund Direct-Growth increase ₹133.53 23.12% 17.06% -
Invesco India Large & Mid Cap Fund Direct-IDCW increase ₹56.87 23.12% 17.06% -
Motilal Oswal Large And Midcap Fund Regular-Growth increase ₹36.73 20.77% 16.80% -
Motilal Oswal Large And Midcap Fund Regular-IDCW increase ₹26.08 20.77% 16.80% -
Bandhan Large & Mid Cap Fund Direct-Growth increase ₹165.14 18.00% 15.80% -
Bandhan Large & Mid Cap Fund Direct-IDCW increase ₹36.74 18.00% 15.80% -
Invesco India Large & Mid Cap Fund Regular-Growth increase ₹111.17 21.73% 15.68% -
Invesco India Large & Mid Cap Fund Regular-IDCW increase ₹44.97 21.73% 15.68% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Pgim India Large And Mid Cap Fund Direct-Growth

What is the current AUM of Pgim India Large And Mid Cap Fund Direct-Growth?

As of Wed Sep 30, 2026, Pgim India Large And Mid Cap Fund Direct-Growth manages assets worth ₹777.3 crore

How has Pgim India Large And Mid Cap Fund Direct-Growth performed recently?

  • 3 Months: -0.45%
  • 6 Months: 6.88%

What is the long-term performance of Pgim India Large And Mid Cap Fund Direct-Growth?

  • Since Inception: 11.19%

What is the portfolio composition of Pgim India Large And Mid Cap Fund Direct-Growth?

Equity: 97.74%, Debt: 2.38%, Others: -0.12%.

Who manages Pgim India Large And Mid Cap Fund Direct-Growth?

Pgim India Large And Mid Cap Fund Direct-Growth is managed by Utsav Mehta from PGIM India Mutual Fund.

What is the market-cap allocation of Pgim India Large And Mid Cap Fund Direct-Growth?

Large Cap: 52.99%, Mid Cap: 41.67%, Small Cap: 5.34%.

Which are the top companies Pgim India Large And Mid Cap Fund Direct-Growth has invested in?

  • ICICI Bank Ltd – 7.23% of the fund's portfolio
  • ICICI Bank Ltd – 7.93% of the fund's portfolio
  • ICICI Bank Ltd – 7.50% of the fund's portfolio
  • ICICI Bank Ltd – 7.11% of the fund's portfolio
  • ICICI Bank Ltd – 7.11% of the fund's portfolio

Which are the major sectors Pgim India Large And Mid Cap Fund Direct-Growth focuses on?

  • Financial – 115.33% of the fund's portfolio
  • Energy & Utilities – 10.67% of the fund's portfolio
View more FAQ's

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