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PGIM India Large Cap Fund - Direct Plan - Growth

Large Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
55
Aug 2026
Equity Holdings
₹527.12 Cr
Equity only, excl. debt & cash
AAUM
₹509.08 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
30.2%
Moderate
Top 10 Weight
46.1%
Moderate
Changes
54
3 new · 5 exits
Top Sector
Banks
26.6% of portfolio
Launch Date
14 Jan 2003
10+ year track record

AAUM (Average Assets Under Management) of ₹509.08 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 Cap Fund made 3 new additions and exited 5 stocks this month. The biggest new buy was Tata Consumer Products Limited (Agricultural Food & other Products) at 0.75% weight. Cummins India Limited was the biggest exit (Industrial Products), which was held at 1.00%. Among existing holdings, InterGlobe Aviation Limited saw the biggest increase — now at 1.27% of the portfolio. Bharti Airtel Limited was trimmed the most, now at 4.82%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 26.6%. ↓ 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 25.9% 26.0% +0.1%
IT - Software 5.3% 6.6% +1.3%
Automobiles 5.8% 6.5% +0.7%
Finance 6.8% 6.1% -0.7%
Consumer Durables 5.3% 5.6% +0.4%
Pharmaceuticals & Biotechnology 5.0% 5.4% +0.4%
Telecom - Services 4.9% 5.2% +0.3%
Petroleum Products 4.5% 4.5% 0.0%
Construction 4.2% 3.9% -0.3%
Retailing 3.6% 3.6% 0.0%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 26.0% 26.6% +0.6%
IT - Software 6.6% 6.7% +0.1%
Automobiles 6.5% 6.3% -0.2%
Pharmaceuticals & Biotechnology 5.4% 5.4% +0.0%
Finance 6.1% 5.2% -0.8%
Consumer Durables 5.6% 5.0% -0.7%
Telecom - Services 5.2% 4.8% -0.4%
Petroleum Products 4.5% 4.4% 0.0%
Construction 3.9% 4.1% +0.2%
Retailing 3.6% 3.9% +0.3%
🟢
Biggest New Buy
Tata Consumer Products Limited
0.75% weight · Agricultural Food & other Products
🔴
Biggest Exit
Cummins India Limited
1.00% was held · Industrial Products
Biggest Add
InterGlobe Aviation Limited
+0.71% · now 1.27%
Biggest Trim
Bharti Airtel Limited
-0.35% · now 4.82%
🤝 Other funds also bought this month
One 97 Communications Limited 56 funds
One 97 Communications Limited
Mirae Asset BSE Select IPO ETF
Mirae Asset BSE Midcap 150 Momentum 30 ETF
JM Aggressive Hybrid Fund + more
Manipal Health Enterprises Ltd 25 funds
Manipal Health Enterprises Ltd
Invesco India Midcap Fund - Direct Plan - Growth Option
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Motilal Oswal Consumption Fund-Direct-Growth + more
Tata Consumer Products Limited 20 funds
Tata Consumer Products Limited
Bandhan Nifty Alpha Low Volatility 30 Index Fund
HSBC Focused Fund - Direct Growth
Mirae Asset Nifty50 Equal Weight ETF + more
👋 Other funds also exited
Cummins India Limited 51 funds
Cummins India Limited
Kotak Nifty MNC ETF
Kotak Nifty 200 Momentum 30 ETF
Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option + more
Dixon Technologies (India) Limited 46 funds
Dixon Technologies (India) Limited
Kotak BSE Housing Index Fund - Direct Plan - Growth Option
Kotak Nifty200 Quality 30 ETF
KOTAK NIFTY 200 QUALITY 30 INDEX FUND - DIRECT PLAN - GROWTH + more
Britannia Industries Limited 37 funds
Britannia Industries Limited
Kotak Nifty MNC ETF
KOTAK NIFTY 200 QUALITY 30 INDEX FUND - DIRECT PLAN - GROWTH
Kotak Nifty200 Quality 30 ETF + more
Cholamandalam Investment and Finance Company Ltd 34 funds
Cholamandalam Investment and Finance Company Ltd
Kotak Nifty Financial Services Ex-Bank Index Fund - Direct Plan - Growth option
Kotak Aggressive Hybrid Fund - Direct Plan -Growth
Kotak Nifty Next 50 ETF + more
Tata Capital Limited 15 funds
Tata Capital Limited
Canara Robeco Value Fund - Direct Plan - Growth Option
Kotak Nifty 100 Equal Weight Index Fund - Direct Plan - Growth
Kotak Nifty 100 Equal Weight ETF + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 3 New Entries 🔴 5 Exits ↑ 25 Increased ↓ 21 Decreased
#StockSectorWeight (Aug 2026)
1
Tata Consumer Products Limited
₹4.03 Cr
Agricultural Food & other Products 0.75%
2
One 97 Communications Limited
₹3.60 Cr
Financial Technology (Fintech) 0.67%
3
Manipal Health Enterprises Ltd
₹3.05 Cr
Healthcare Services 0.57%
#StockSectorLast Weight (Jul 2026)
1
Cummins India Limited
₹5.44 Cr
Industrial Products 1.00%
2
Dixon Technologies (India) Limited
₹5.14 Cr
Consumer Durables 0.94%
3
Britannia Industries Limited
₹3.87 Cr
Food Products 0.71%
4
Tata Capital Limited
₹2.91 Cr
Finance 0.53%
5
Cholamandalam Investment and Finance Company Ltd
₹0.09 L
Finance 0.00%
#StockSectorJul 2026Aug 2026Change
1
InterGlobe Aviation Limited
₹6.83 Cr
Transport Services 0.56% 1.27% +0.71%
2
Eternal Limited
₹17.06 Cr
Retailing 2.88% 3.17% +0.29%
3
Kotak Mahindra Bank Limited
₹16.85 Cr
Banks 2.87% 3.13% +0.26%
4
ICICI Bank Limited
₹47.53 Cr
Banks 8.58% 8.83% +0.25%
5
ICICI Lombard General Insurance Company Limited
₹6.02 Cr
Insurance 0.91% 1.12% +0.21%
6
State Bank of India
₹22.89 Cr
Banks 4.06% 4.25% +0.19%
7
Samvardhana Motherson International Limited
₹7.84 Cr
Auto Components 1.27% 1.46% +0.19%
8
Titan Company Limited
₹15.40 Cr
Consumer Durables 2.69% 2.86% +0.17%
9
Axis Bank Limited
₹13.37 Cr
Banks 2.31% 2.48% +0.17%
10
Larsen & Toubro Limited
₹21.98 Cr
Construction 3.92% 4.08% +0.16%
#StockSectorJul 2026Aug 2026Change
1
Bharti Airtel Limited
₹25.95 Cr
Telecom - Services 5.17% 4.82% -0.35%
2
HDFC Bank Limited
₹42.47 Cr
Banks 8.20% 7.89% -0.31%
3
Maruti Suzuki India Limited
₹4.52 Cr
Automobiles 1.09% 0.84% -0.25%
4
Power Finance Corporation Limited
₹4.41 Cr
Finance 1.02% 0.82% -0.20%
5
Hindalco Industries Limited
₹4.24 Cr
Non - Ferrous Metals 0.96% 0.79% -0.17%
6
Bajaj Finance Limited
₹14.10 Cr
Finance 2.78% 2.62% -0.16%
7
Varun Beverages Limited
₹7.07 Cr
Beverages 1.43% 1.31% -0.12%
8
Torrent Power Limited
₹4.66 Cr
Power 0.99% 0.87% -0.12%
9
ITC Limited
₹5.46 Cr
Diversified FMCG 1.10% 1.01% -0.09%
10
CG Power and Industrial Solutions Limited
₹4.61 Cr
Electrical Equipment 0.95% 0.86% -0.09%

What Stocks Does This Fund Hold?

55 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹47.53 Cr
Banks
8.83%
2
₹42.47 Cr
Banks
7.89%
3
₹25.95 Cr
Telecom - Services
4.82%
4
₹23.81 Cr
Petroleum Products
4.42%
5
₹22.89 Cr
Banks
4.25%
6
₹21.98 Cr
Construction
4.08%
7
₹17.06 Cr
Retailing
3.17%
8
₹16.85 Cr
Banks
3.13%
9
₹15.40 Cr
Consumer Durables
2.86%
10
₹14.10 Cr
Finance
2.62%
🏆 Top stocks held by Large Cap funds
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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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