← PGIM India Mutual Fund

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

Mid Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
77
Aug 2026
Equity Holdings
₹812.11 Cr
Equity only, excl. debt & cash
AAUM
₹781.29 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
18.3%
Diversified
Top 10 Weight
29.2%
Diversified
Changes
78
4 new · 3 exits
Top Sector
Banks
14.2% of portfolio
Launch Date
24 Jan 2024
2 years old

AAUM (Average Assets Under Management) of ₹781.29 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month PGIM India Large and Midcap Fund made 4 new additions and exited 3 stocks this month. The biggest new buy was Craftsman Automation Limited (Auto Components) at 0.83% weight. Bharat Forge Limited was the biggest exit (Auto Components), which was held at 0.74%. Among existing holdings, Sundaram Finance Limited saw the biggest increase — now at 1.01% of the portfolio. Nestle India Limited was trimmed the most, now at 1.00%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 14.2%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 13.5% 14.4% +0.8%
Pharmaceuticals & Biotechnology 7.7% 7.2% -0.5%
Finance 5.9% 6.3% +0.4%
Retailing 7.3% 6.1% -1.2%
IT - Software 3.9% 5.7% +1.8%
Automobiles 3.1% 4.7% +1.6%
Auto Components 4.0% 4.4% +0.5%
Petroleum Products 4.4% 4.4% 0.0%
Telecom - Services 4.1% 4.3% +0.2%
Consumer Durables 4.5% 3.9% -0.6%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 14.4% 14.2% -0.1%
Pharmaceuticals & Biotechnology 7.2% 7.6% +0.4%
Finance 6.3% 6.6% +0.3%
Retailing 6.1% 5.8% -0.3%
Auto Components 4.4% 5.3% +0.8%
IT - Software 5.7% 5.1% -0.6%
Automobiles 4.7% 4.6% -0.1%
Petroleum Products 4.4% 4.3% -0.1%
Consumer Durables 3.9% 4.0% +0.1%
Telecom - Services 4.3% 4.0% -0.3%
🟢
Biggest New Buy
Craftsman Automation Limited
0.83% weight · Auto Components
🔴
Biggest Exit
Bharat Forge Limited
0.74% was held · Auto Components
Biggest Add
Sundaram Finance Limited
+0.65% · now 1.01%
Biggest Trim
Nestle India Limited
-0.70% · now 1.00%
🤝 Other funds also bought this month
Horizon Industrial Parks Ltd. 21 funds
Horizon Industrial Parks Ltd.
JM Multi Asset Allocation Fund
360 ONE FLEXICAP FUND-DIRECT PLAN- GROWTH
JM Flexicap Fund (Direct) - Growth Option + more
Balkrishna Industries Limited 15 funds
Balkrishna Industries Limited
WCMC-The Wealth Company Mid cap fund
Nippon India Active Momentum Fund-Direct Plan - Growth Option
WCBA-THE WEALTH COMPANY BALANCED ADVT FUND + more
Craftsman Automation Limited 15 funds
Craftsman Automation Limited
Invesco India Manufacturing Fund - Direct Plan - Growth
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco India Multicap Fund - Direct Plan - Growth Option + more
Molbio Diagnostics Ltd. 15 funds
Molbio Diagnostics Ltd.
HDFC Pharma and Healthcare Fund - Growth Option - Direct Plan
HDFC MNC Fund - Growth Option - Direct Plan
ICICI Prudential Exports and Services Fund + more
👋 Other funds also exited
Bharat Forge Limited 41 funds
Bharat Forge Limited
Kotak Nifty Midcap 150 Momentum 50 Index Fund-Direct Plan-Growth
Kotak Nifty 200 Momentum 30 ETF
Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option + more
United Spirits Limited 35 funds
United Spirits Limited
Kotak Nifty MNC ETF
Kotak MNC Fund-Direct Plan-Growth
Kotak Dividend Yield Fund + more
Hexaware Technologies Limited 11 funds
Hexaware Technologies Limited
quant ESG Integration Strategy Fund
Kotak Business Cycle - Direct Plan - Growth
HDFC MNC Fund - Growth Option - Direct Plan + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 4 New Entries 🔴 3 Exits ↑ 38 Increased ↓ 33 Decreased
#StockSectorWeight (Aug 2026)
1
Craftsman Automation Limited
₹6.87 Cr
Auto Components 0.83%
2
Molbio Diagnostics Ltd.
₹6.72 Cr
Healthcare Equipment & Supplies 0.81%
3
Balkrishna Industries Limited
₹6.07 Cr
Auto Components 0.73%
4
Horizon Industrial Parks Ltd.
₹5.47 Cr
Realty 0.66%
#StockSectorLast Weight (Jul 2026)
1
Bharat Forge Limited
₹6.13 Cr
Auto Components 0.74%
2
Hexaware Technologies Limited
₹4.81 Cr
IT - Software 0.58%
3
United Spirits Limited
₹4.68 Cr
Beverages 0.57%
#StockSectorJul 2026Aug 2026Change
1
Sundaram Finance Limited
₹8.35 Cr
Finance 0.36% 1.01% +0.65%
2
Multi Commodity Exchange of India Limited
₹13.40 Cr
Capital Markets 1.28% 1.61% +0.33%
3
One 97 Communications Limited
₹12.86 Cr
Financial Technology (Fintech) 1.22% 1.55% +0.33%
4
Divi's Laboratories Limited
₹13.20 Cr
Pharmaceuticals & Biotechnology 1.36% 1.59% +0.23%
5
Manipal Health Enterprises Ltd
₹7.49 Cr
Healthcare Services 0.70% 0.90% +0.20%
6
Eternal Limited
₹18.95 Cr
Retailing 2.11% 2.28% +0.17%
7
Solar Industries India Limited
₹15.75 Cr
Chemicals & Petrochemicals 1.74% 1.90% +0.16%
8
JSW Infrastructure Ltd
₹15.55 Cr
Transport Infrastructure 1.73% 1.87% +0.14%
9
Lenskart Solutions Limited
₹7.85 Cr
Retailing 0.80% 0.94% +0.14%
10
Jubilant Foodworks Limited
₹9.59 Cr
Leisure Services 1.02% 1.15% +0.13%
#StockSectorJul 2026Aug 2026Change
1
Nestle India Limited
₹8.32 Cr
Food Products 1.70% 1.00% -0.70%
2
Info Edge (India) Limited
₹12.19 Cr
Retailing 1.87% 1.47% -0.40%
3
HDFC Bank Limited
₹34.99 Cr
Banks 4.46% 4.21% -0.25%
4
FSN E-Commerce Ventures Limited
₹8.93 Cr
Retailing 1.32% 1.07% -0.25%
5
Global Health Limited
₹8.76 Cr
Healthcare Services 1.29% 1.05% -0.24%
6
Bharti Airtel Limited
₹20.61 Cr
Telecom - Services 2.71% 2.48% -0.23%
7
Bajaj Finance Limited
₹18.46 Cr
Finance 2.41% 2.22% -0.19%
8
Power Finance Corporation Limited
₹4.89 Cr
Finance 0.75% 0.59% -0.16%
9
Tube Investments of India Limited
₹5.91 Cr
Auto Components 0.86% 0.71% -0.15%
10
Blue Star Limited
₹7.11 Cr
Consumer Durables 0.99% 0.86% -0.13%

What Stocks Does This Fund Hold?

77 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹43.04 Cr
Banks
5.18%
2
₹34.99 Cr
Banks
4.21%
3
₹28.72 Cr
Petroleum Products
3.46%
4
₹24.33 Cr
Construction
2.93%
5
₹20.61 Cr
Telecom - Services
2.48%
6
₹19.46 Cr
Banks
2.34%
7
₹18.95 Cr
Retailing
2.28%
8
₹18.46 Cr
Finance
2.22%
9
₹18.38 Cr
IT - Software
2.21%
10
₹15.75 Cr
Chemicals & Petrochemicals
1.90%
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🏦 PGIM India Mutual Fund — Portfolio & Holdings
See all funds managed by PGIM India Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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