
PGIM India Large and Mid Cap Fund(G)-Direct Plan
-1.38%
1Y annualised
-1.38%
1Y annualised
+0.62% 1D
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Buy, Hold or Sell?
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NAV : 17 Sep 2026
₹12.97
Min. SIP amount
₹1,000
Fund size (AUM)
830 Cr
Expense ratio
0.55%
Launched on
12 Feb 2024
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 17 Sep 2026
₹12.97
Min. SIP amount
₹1,000
Fund size (AUM)
830 Cr
Expense ratio
0.55%
Launched on
12 Feb 2024
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
53.43%
Mid Cap
38.83%
Small Cap
2.71%
Others
5.03%
Sector Allocation
Bank
14.24%
Automobile & Ancillaries
10.54%
Finance
9.85%
Healthcare
8.80%
It
8.15%
Domestic Equities
6.07%
Crude Oil
5.03%
Chemicals
4.93%
Others
32.19%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
0.50% on or before 90D, Nil after 90D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Vinay Paharia
Present
Anandha Padmanabhan Anjeneyan
Present
Utsav Mehta
Present
Puneet Pal
Present
Similar/Peer Fund Comparison
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Bank of India Large & Mid Cap Fund(G)-Direct Plan
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FAQs
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