PGIM India Large and Mid CapIDCW-P
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Utsav Mehta
Utsav Mehta has experience of 3 years. Manages 46 funds at PGIM India Asset Management Private Limited with an AUM of approximately ₹1,598 Cr
52 years
Combined Team Experience
₹ 19,206 Cr
Assets Under Management
Vinay Paharia
Co-Portfolio ManagerMr. Vinay Paharia has experience of 18 years. Manages 89 funds at PGIM India Asset Management Private Limited with an AUM of approximately ₹7,998 Cr Holds a MMS degree.
Puneet Pal
Co-Portfolio ManagerMr. Puneet Pal has experience of 26 years. Manages 233 funds at PGIM India Asset Management Private Limited with an AUM of approximately ₹7,998 Cr Holds a M.B.A. degree.
Anandha Padmanabhan Anjeneyan
Co-Portfolio ManagerAnandha Padmanabhan Anjeneyan has experience of 6 years. Manages 91 funds at PGIM India Asset Management Private Limited with an AUM of approximately ₹1,613 Cr
Firm Overview
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)