MF
MFGenie.ai
Large & Mid Capregulargrowth📊 NIFTY Large Midcap 250 TRI(SEBI default)

PGIM India Large and Midcap Fund - Regular Plan - Growth Option

PGIM India Mutual Fund

#28 of 32 (1Y)

₹11.9300

0.18 (-1.49%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹11.9300

0.18 (-1.49%)

29 May 2026

AMFI: 152383

Direct · Growth

₹₹12.4100

0.18 (-1.43%)

29 May 2026

AMFI: 152382

Regular · IDCW

₹₹11.0600

0.17 (-1.51%)

29 May 2026

AMFI: 152385

Direct · IDCW

₹₹11.2600

0.17 (-1.49%)

29 May 2026

AMFI: 152384

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-1.08%
1 Month-1.00%
3 Months-3.63%
6 Months-6.28%
1 Year-1.65%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Feb 2024)+8.16%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-4.08%
3 Year SIP
5 Year SIP
Since Inception (Feb 2024)+1.81%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹13,500

Invested

₹13,689

Value today

1.2%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,193

Value today

8.0%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹6,49,743

Value today

-9.2%

vs lumpsum

Direct lumpsum would have beaten STP by 9.2% — but STP reduced timing risk

Model your own STP with real NAV

Direct vs Regular — ₹500/month over 2 years

Expense ratio drag on your actual returns

Direct plan

₹12,772

Regular plan

₹12,539

Direct earns ₹233 more on a ₹12K investment0.97% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HousePGIM India Mutual Fund
CategoryLarge & Mid Cap
Plan Typeregular
Optiongrowth
AUM₹783 Cr
Expense Ratio2.27%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY Large Midcap 250 TRI ✓
Launch Date12 Feb 2024
AMFI Code152383

Risk Metrics

Trailing 1 year, annualised

-0.30

Sharpe Ratio

-0.03

Alpha

0.44

Beta

-0.29

Sortino

14.65%

Std Dev

-15.38%

Max Drawdown

Portfolio Holdings

Holdings data not yet available for this fund.

Performance Comparison

Interested in This Fund?

Our experts will help you decide if this fund fits your goals.

+91

By submitting, you agree to our Privacy Policy. No spam, ever.

Investment Objective

PGIM India Large and Midcap Fund - Regular Plan - Growth Option seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.

About This Fund

PGIM India Large and Midcap Fund - Regular Plan - Growth Option is a Large & Mid Cap mutual fund offered by PGIM India Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹783 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Large Midcap 250 TRI. The current expense ratio is 2.27%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations