NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹332.76
-0.93%
NAV as on 18 Dec 24, 12:00 AM
very high risk
large cap
equity
NAV as on 18 Dec 24, 12:00 AM
very high risk
large cap
equity
12.13%p.a.
Last 1Y
11.21%p.a.
Last 3Y
12.85%p.a.
Last 5Y
17.32%p.a.
Since Inception
About PGIM India Large Cap Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the PGIM India Large Cap Fund Growth scheme from PGIM India Asset Management Private Limited. It is a Large-Cap mutual fund scheme that predominantly invests in Large-Cap stocks of companies. Launched on Jan 2003, PGIM India Large Cap Fund Growth is Large-Cap fund of its category with 593.54 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Large-Cap funds.
- PGIM India Large Cap Fund Growth delivered 12.1% annual returns during the last year. It has delivered 17.3% average annual returns since the fund was launched.
- PGIM India Large Cap Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The Investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of equity and equity related securities of predominantly large cap companies.
Top 10 Holdings
HDFC Bank Ltd
9.51%
ICICI Bank Ltd
9.47%
Tata Consultancy Services Ltd
7.37%
Reliance Industries Ltd
6.98%
Larsen & Toubro Ltd
3.48%
Bharti Airtel Ltd
3.41%
Sun Pharmaceuticals Industries Ltd
3.15%
Varun Beverages Ltd
3.01%
Bajaj Finance Ltd
2.98%
InterGlobe Aviation Ltd
2.57%
Fund Managers
- Bhupesh Kalyani (Apr 2023 - Present)
- Vinay Paharia (Apr 2023 - Present)
- Anandha Padmanabhan Anjeneyan (Aug 2023 - Present)
- Vivek Sharma (Apr 2024 - Present)
Key Information
View Scheme Document
PGIM India Large Cap Fund Growth SIP Calculator
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NRI Mutual Fund Tax on PGIM India Large Cap Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in PGIM India Large Cap Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in PGIM India Large Cap Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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