Preamble
<p><span style="font-size: 12pt; line-height: 107%;"><font face="Arial">The fund has gone through many owners and managers to come to it's present day over a long number of years. Starting of as DWS Alfa Equity Fund, back in the day when the very respected Deutsche Bank opened it's asset management business in India. When DWS left the country, the organization became part of the DHFL-Pramerica combine and was named the DHFL Pramerica Large Cap fund. However with the collapse of the house DHFL, and with the new management absolutely and resolutely against any linkage to the past and requiring a new branding again renamed the organisation and the fund was renamed as PGIM Large Cap Fund. And it continues to this day in the new name. </font></span></p>
Fund Details
| Fund Details: | 9th August 2010 |
| Fund Type: | Open Ended Equity Large Cap Fund |
| Bench Mark: | NIFTY 50 |
Management Details
| Fund Details: | 9th August 2010 |
| Fund Type: | Regular Plan - Growth | 59.60 |
| Bench Mark: | High Value |
AAUM Growth
Research Team Members
- 1.Vinay Paharia
- 2.A Anandha Padmanabhan as co Fund Manager
- 3.Vivek Sharma as co Fund Manager
- 4.Bhupesh Kalyani as co Fund Manager
Fund Philosophy
<p class="MsoNormal" style="text-align:justify"><span style="font-size:12.0pt; mso-bidi-font-size:11.0pt;line-height:107%;font-family:"Arial","sans-serif"">Large Cap companies tend to be well known and established in their respective sectors/areas. Some of these companies are household names Many of us use these products/services in our day-to-day life. In essence, Large cap companies are known for producing high-quality goods and enjoy better brand recall.<o:p></o:p></span></p>
Investment Style
<p><p></p><span style="font-size:12.0pt;mso-bidi-font-size:11.0pt; line-height:107%;font-family:" arial","sans-serif";mso-fareast-font-family:calibri;="" mso-fareast-theme-font:minor-latin;mso-ansi-language:en-in;mso-fareast-language:="" en-us;mso-bidi-language:ar-sa"=""><span style="font-family: Symbol; text-align: justify; text-indent: -24px;"> </span></span><span style="font-size: 16px; font-family: Symbol; text-align: justify; text-indent: -24px;">· </span><span style="font-family: Arial, "sans-serif"; font-size: 12pt;">The fund aims to invest mainly in Large Cap companies.</span></p><p><span style="font-size:12.0pt;mso-bidi-font-size:11.0pt; line-height:107%;font-family:" arial","sans-serif";mso-fareast-font-family:calibri;="" mso-fareast-theme-font:minor-latin;mso-ansi-language:en-in;mso-fareast-language:="" en-us;mso-bidi-language:ar-sa"=""><span style="font-family: Symbol; text-align: justify; text-indent: -24px;"> · </span>Focused on blue-chip and growth-oriented stocks with longer term investment horizon.</span><br> <span style="font-size:12.0pt;mso-bidi-font-size:11.0pt; line-height:107%;font-family:" arial","sans-serif";mso-fareast-font-family:calibri;="" mso-fareast-theme-font:minor-latin;mso-ansi-language:en-in;mso-fareast-language:="" en-us;mso-bidi-language:ar-sa"=""><span style="font-family: Symbol; text-align: justify; text-indent: -24px;">· </span>Focus on intrinsic value versus market value to identify growth & value unlocking opportunities</span><p></p><p><span style="font-size:12.0pt;mso-bidi-font-size:11.0pt; line-height:107%;font-family:" arial","sans-serif";mso-fareast-font-family:calibri;="" mso-fareast-theme-font:minor-latin;mso-ansi-language:en-in;mso-fareast-language:="" en-us;mso-bidi-language:ar-sa"=""><span style="font-family: Symbol; text-align: justify; text-indent: -24px;"> ·</span></span><span style="text-align: justify; text-indent: -18pt; font-size: 12pt; line-height: 107%; font-family: Symbol;"><span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-variant-emoji: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: " times="" new="" roman";"=""> </span></span><span style="text-align: justify; text-indent: -18pt; font-size: 12pt; line-height: 107%; font-family: Arial, " sans-serif";"="">Combination of top-down and bottom-up approach, with adequate risk controls.</span></p><p><span style="font-size: 12pt; text-indent: -18pt; text-align: justify;"> </span><span style="font-family: Symbol; font-size: 16px; text-align: justify; text-indent: -24px;">·</span><span style="font-size: 12pt; text-align: justify; text-indent: -18pt;"> Top-down approach to choose weighting for sectors.</span></p><p><span style="font-family: Symbol; font-size: 16px; text-align: justify; text-indent: -24px;"> ·</span><span style="font-size: 12pt; text-align: justify; text-indent: -18pt;"> </span><span style="text-align: justify; text-indent: -18pt; font-size: 12pt; line-height: 107%; font-family: Symbol;"><span style="font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-variant-emoji: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: " times="" new="" roman";"=""> </span></span><span style="text-align: justify; text-indent: -18pt; font-size: 12pt; line-height: 107%; font-family: Arial, " sans-serif";"="">Within sector, bottom-up approach to identify investment opportunities.</span></p><p class="MsoListParagraph" style="text-align:justify;text-indent:-18.0pt; mso-list:l0 level1 lfo1"><span style="font-size:12.0pt;mso-bidi-font-size: 11.0pt;line-height:107%;font-family:" arial","sans-serif""=""><o:p></o:p></span></p></p>
Performance Parameter
Lumpsum (Amount Invested } Rs. 1,00.000/-)
* % One (AGR) 1 Year and Annual
SIP (Amount Invested } Rs. 1,00.000/-)
| Time Frame | Amount | Percentage % |
|---|
* % One (AGR) 1 Year and Annual
Return (Continious)
| Return | 6 M | 1 Y | 2 Y | 3 Y | 5 Y |
|---|
Return Stack (Continious)
| Return | 6 M | 1 Y | 2 Y | 3 Y | 4 Y | 5 Y |
|---|---|---|---|---|---|---|
| Benchmark | 10/- | 10/- | 10/- | 10/- | 10/- | 10/- |
| Scheme | 10/- | 10/- | 10/- | 10/- | 10/- | 10/- |
| Category AV | 10/- | 10/- | 10/- | 10/- | 10/- | 10/- |
A scheme that has been over a decade in existence. In the initial period, there were enormous challenges that nearly threatened the existence of the scheme and perhaps the fund house too. Currently occupying the Large and midcap category and with a fund manager who has been in charge for all of its life brings a certain comfort to the investors, Mirae Asset Emerging Bluechip fund has occupied pole position in returns, recognition and asset growth since 2018.
Return Less Index
Return Less Index Rank
| Time Frame | Rank | Active funds |
|---|
A scheme that has been over a decade in existence. In the initial period, there were enormous challenges that nearly threatened the existence of the scheme and perhaps the fund house too. Currently occupying the Large and midcap category and with a fund manager who has been in charge for all of its life brings a certain comfort to the investors, Mirae Asset Emerging Bluechip fund has occupied pole position in returns, recognition and asset growth since 2018.
A scheme that has been over a decade in existence. In the initial period, there were enormous challenges that nearly threatened the existence of the scheme and perhaps the fund house too. Currently occupying the Large and midcap category and with a fund manager who has been in charge for all of its life brings a certain comfort to the investors, Mirae Asset Emerging Bluechip fund has occupied pole position in returns, recognition and asset growth since 2018.
Performance Parameter
Risk Adjusted Alpha (Jensen’s) and The Risk Ratios
| Ratios | Jensen’s Alpha | Beta | Votality |
|---|
A scheme that has been over a decade in existence. In the initial period, there were enormous challenges that nearly threatened the existence of the scheme and perhaps the fund house too. Currently occupying the Large and midcap category and with a fund manager who has been in charge for all of its life brings a certain comfort to the investors, Mirae Asset Emerging Bluechip fund has occupied pole position in returns, recognition and asset growth since 2018.
Fund Composition Analysis
<p><span style="font-size: 14px;">HIGHLIGHTS THE TOP HOLDINGS AND PORTFOLIO STRUCTURE.</span></p>
<p><span style="font-size: 14px;">HIGHLIGHTS THE TOP HOLDINGS AND PORTFOLIO STRUCTURE.</span></p>
Portfolio Breakup
| Equity | Debt | SOV | Cash | Other Cuurency |
|---|
Myplexus.com Feedback
<p class="MsoNormal" style="text-align:justify"><span style="font-size:12.0pt; mso-bidi-font-size:11.0pt;line-height:107%;font-family:"Arial","sans-serif"">If you are contemplating to buy into it, don’t. <o:p></o:p></span></p><p class="MsoNormal" style="text-align:justify"><span style="font-size:12.0pt; mso-bidi-font-size:11.0pt;line-height:107%;font-family:"Arial","sans-serif"">If you are invested, exit. <o:p></o:p></span></p><p> <span style="font-size:12.0pt;mso-bidi-font-size:11.0pt;line-height:107%; font-family:"Arial","sans-serif";mso-fareast-font-family:Calibri;mso-fareast-theme-font: minor-latin;mso-ansi-language:EN-IN;mso-fareast-language:EN-US;mso-bidi-language: AR-SA">The sudden recent spark on the scheme pertains more to luck than design.</span></p>
Disclaimer: The entire report is based on independent utilization of statistical tools for evaluating performance in mutual funds. myplexus.com and its personnel have taken every precaution to ensure the authenticity of data. Every precaution has been taken to ensure the statistical outputs are correct. However, myplexus.com or any of its personnel cannot be held responsible for outcome of actions taken on the basis of its report on this fund or any other
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