← PGIM India Mutual Fund

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

Mid Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
76
Jul 2026
Equity Holdings
₹799.57 Cr
Equity only, excl. debt & cash
AAUM
₹781.29 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
18.7%
Diversified
Top 10 Weight
29.6%
Diversified
Changes
81
6 new · 7 exits
Top Sector
Banks
14.4% 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 6 new additions and exited 7 stocks this month. The biggest new buy was Infosys Limited (IT - Software) at 1.34% weight. CG Power and Industrial Solutions Limited was the biggest exit (Electrical Equipment), which was held at 1.46%. Among existing holdings, HDFC Bank Limited saw the biggest increase — now at 4.46% of the portfolio. ICICI Prudential Asset Management Company Limited was trimmed the most, now at 0.76%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 14.4%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 12.9% 13.5% +0.6%
Pharmaceuticals & Biotechnology 7.8% 7.7% -0.1%
Retailing 7.2% 7.3% +0.1%
Finance 5.8% 5.9% +0.1%
Capital Markets 4.9% 4.6% -0.3%
Consumer Durables 5.0% 4.5% -0.4%
Petroleum Products 4.6% 4.4% -0.2%
Chemicals & Petrochemicals 4.3% 4.3% 0.0%
Telecom - Services 4.2% 4.1% -0.1%
Auto Components 4.1% 4.0% -0.1%
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%
🟢
Biggest New Buy
Infosys Limited
1.34% weight · IT - Software
🔴
Biggest Exit
CG Power and Industrial Solutions Limited
1.46% was held · Electrical Equipment
Biggest Add
HDFC Bank Limited
+0.74% · now 4.46%
Biggest Trim
ICICI Prudential Asset Management Company Limited
-0.97% · now 0.76%
🤝 Other funds also bought this month
SBI Funds Management Limited 89 funds
SBI Funds Management Limited
Helios Financial Services Fund - Direct Plan - Growth Option
quant BFSI Fund - Growth Option - Direct Plan
Bajaj Finserv Banking and Financial Services Fund - Direct - Growth + more
Torrent Pharmaceuticals Limited 78 funds
Torrent Pharmaceuticals Limited
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund
Kotak Healthcare Fund - Direct Plan - Growth Option + more
Manipal Health Enterprises Ltd 43 funds
Manipal Health Enterprises Ltd
Motilal Oswal Active Momentum Fund- Direct-Growth
JM Multi Asset Allocation Fund
DSP Healthcare Fund - Direct Plan - Growth + more
Infosys Limited 37 funds
Infosys Limited
Mirae Asset Nifty IT ETF
Axis NIFTY IT ETF
Navi Nifty IT Index Fund + more
Hero MotoCorp Limited 19 funds
Hero MotoCorp Limited
HDFC Nifty Auto Index Fund
DSP Nifty Midcap 150 Qlty 50 Index Fund
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth + more
Sundaram Finance Limited 13 funds
Sundaram Finance Limited
DSP Nifty Midcap 150 Qlty 50 Index Fund
Bajaj Finserv Large and Mid Cap Fund- Direct Plan- Growth
SBI Nifty Midcap150 ETF + more
👋 Other funds also exited
JB Chemicals & Pharmaceuticals Limited 160 funds
JB Chemicals & Pharmaceuticals Limited
Groww Nifty Smallcap250 ETF
WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth
Mirae Asset Healthcare Fund Direct Growth + more
CG Power and Industrial Solutions Limited 31 funds
CG Power and Industrial Solutions Limited
Groww BSE Power ETF FOF
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
Motilal Oswal Infrastructure Fund-Direct-Growth + more
Vishal Mega Mart Limited 29 funds
Vishal Mega Mart Limited
Invesco India Consumption Fund - Direct Plan - Growth
Bank of India Mid Cap Fund - Direct Plan Growth
LIC MF Mid Cap Fund-Direct Plan-Growth + more
Nippon Life India Asset Management Limited 26 funds
Nippon Life India Asset Management Limited
SAMCO ELSS TAX SAVER FUND
Groww Nifty Capital Markets ETF FOF
Edelweiss BSE Capital Markets & Insurance ETF - Growth + more
Astral Limited 22 funds
Astral Limited
SAMCO ELSS TAX SAVER FUND
Edelweiss Consumption Fund - Direct - Growth
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth + more
The Phoenix Mills Limited 22 funds
The Phoenix Mills Limited
DSP Midcap Fund - Direct Plan - Growth
Invesco India - Invesco Pan European Equity Fund of Fund - Direct Plan - Growth Option
LIC MF Value Fund-Direct Plan-Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 6 New Entries 🔴 7 Exits ↑ 38 Increased ↓ 30 Decreased
#StockSectorWeight (Jul 2026)
1
Infosys Limited
₹11.10 Cr
IT - Software 1.34%
2
Hero MotoCorp Limited
₹8.91 Cr
Automobiles 1.08%
3
Torrent Pharmaceuticals Limited
₹7.05 Cr
Pharmaceuticals & Biotechnology 0.85%
4
Manipal Health Enterprises Ltd
₹5.79 Cr
Healthcare Services 0.70%
5
SBI Funds Management Limited
₹3.42 Cr
Capital Markets 0.41%
6
Sundaram Finance Limited
₹2.98 Cr
Finance 0.36%
#StockSectorLast Weight (Jun 2026)
1
CG Power and Industrial Solutions Limited
₹11.80 Cr
Electrical Equipment 1.46%
2
Vishal Mega Mart Limited
₹8.62 Cr
Retailing 1.07%
3
Nippon Life India Asset Management Limited
₹6.86 Cr
Capital Markets 0.85%
4
JB Chemicals & Pharmaceuticals Limited
₹6.20 Cr
Pharmaceuticals & Biotechnology 0.77%
5
The Phoenix Mills Limited
₹4.93 Cr
Realty 0.61%
6
Voltas Limited
₹4.69 Cr
Consumer Durables 0.58%
7
Astral Limited
₹3.81 Cr
Industrial Products 0.47%
#StockSectorJun 2026Jul 2026Change
1
HDFC Bank Limited
₹36.92 Cr
Banks 3.72% 4.46% +0.74%
2
Jubilant Foodworks Limited
₹8.47 Cr
Leisure Services 0.33% 1.02% +0.69%
3
Container Corporation of India Limited
₹10.07 Cr
Transport Services 0.63% 1.22% +0.59%
4
Endurance Technologies Limited
₹8.53 Cr
Auto Components 0.51% 1.03% +0.52%
5
One 97 Communications Limited
₹10.06 Cr
Financial Technology (Fintech) 0.73% 1.22% +0.49%
6
Mahindra & Mahindra Limited
₹10.89 Cr
Automobiles 0.88% 1.32% +0.44%
7
InterGlobe Aviation Limited
₹10.14 Cr
Transport Services 0.84% 1.22% +0.38%
8
JSW Infrastructure Ltd
₹14.29 Cr
Transport Infrastructure 1.36% 1.73% +0.37%
9
Info Edge (India) Limited
₹15.45 Cr
Retailing 1.53% 1.87% +0.34%
10
Tata Consultancy Services Limited
₹18.12 Cr
IT - Software 1.93% 2.19% +0.26%
#StockSectorJun 2026Jul 2026Change
1
ICICI Prudential Asset Management Company Limited
₹6.33 Cr
Capital Markets 1.73% 0.76% -0.97%
2
Max Healthcare Institute Limited
₹6.14 Cr
Healthcare Services 1.57% 0.74% -0.83%
3
Solar Industries India Limited
₹14.41 Cr
Chemicals & Petrochemicals 2.48% 1.74% -0.74%
4
Varun Beverages Limited
₹9.73 Cr
Beverages 1.90% 1.18% -0.72%
5
FSN E-Commerce Ventures Limited
₹10.90 Cr
Retailing 1.93% 1.32% -0.61%
6
Power Finance Corporation Limited
₹6.17 Cr
Finance 1.12% 0.75% -0.37%
7
Rubicon Research Limited
₹3.97 Cr
Pharmaceuticals & Biotechnology 0.82% 0.48% -0.34%
8
Larsen & Toubro Limited
₹23.70 Cr
Construction 3.09% 2.86% -0.23%
9
ICICI Lombard General Insurance Company Limited
₹11.66 Cr
Insurance 1.55% 1.41% -0.14%
10
Ajanta Pharma Limited
₹10.40 Cr
Pharmaceuticals & Biotechnology 1.40% 1.26% -0.14%

What Stocks Does This Fund Hold?

76 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹42.49 Cr
Banks
5.13%
2
₹36.92 Cr
Banks
4.46%
3
₹29.41 Cr
Petroleum Products
3.55%
4
₹23.70 Cr
Construction
2.86%
5
₹22.43 Cr
Telecom - Services
2.71%
6
₹19.93 Cr
Finance
2.41%
7
₹18.86 Cr
Banks
2.28%
8
₹18.12 Cr
IT - Software
2.19%
9
₹17.47 Cr
Retailing
2.11%
10
₹15.45 Cr
Retailing
1.87%
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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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