myplexus

NFO Monitor

Fund Fact

Name of Funds:

PGIM India Large & Midcap

Opening:

24th January 2024

Closing:

7th February 2024

Minimum Investment:

Minimum of Rs. 5,000/- and in multiples of Re.1/- thereafter.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

0.50% of NAV if redeemed/switched out within 90 days from the date of allotment

Fund Stats

Objective:

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.

Benchmark:

Nifty LargeMid250

Fund Manager:

Vinay Paharia, Anandha Padmanabhan Anjeneya, Utsav Mehta, Puneet Pal, Ojasvi Khicha

Asset Allocation

70- 100% Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

SBI Large & Midcap Fund	15.25(6M)	32.37(1Y)
Mirae Asset Large & Midcap Fund	18.17(6M)	35.58(1Y)

Fund Prognosis

Idea Distiller

It is the manufacturer plugging gaps in their portfolio. Seems a tepid idea really.

Fund House AAUM:
Rs 2288063.56 Lakhs (as on 31st December 2023)
Fund Manager:
Combined experience of above 20 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Nothing really. After the fund manager shifts, the schemes have lagged a lot behind. Tread carefully.

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