PGIM India Large and Mid Cap Fund
Direct · Growth ₹13.17
21 Jul 2026
NAV
7.3%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
0.17
Sharpe
-15.5%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.35 L | 5.1% | -21.6% | 19.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 5.1% | 14.5% | 16.5% | -9.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.3% | 7.6% | -4.4% | 19.6% | 0.17 | 0.26 | 92% | — | — |
-15.5%
Max Drawdown
5 mo
Drawdown Duration
4 mo
Recovery Time
-3.8%
Avg Drawdown
Calmar Ratio by Duration
0.47
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +5.37 | 1.00 | 102.6% | 95.0% | 1.9% | -3.4% |
| 3 Years | +5.64 | 0.95 | 99.3% | 90.0% | 8.9% | 3.1% |
| 5 Years | +3.17 | 0.95 | 99.3% | 90.0% | 5.3% | 1.8% |
| 7 Years | +2.14 | 0.95 | 99.3% | 90.0% | 3.7% | 1.3% |
| 10 Years | +1.38 | 0.95 | 99.3% | 90.0% | 2.6% | 0.9% |
| 12 Years | +1.10 | 0.95 | 99.3% | 90.0% | 2.2% | 0.8% |
| 15 Years | +0.81 | 0.95 | 99.3% | 90.0% | 1.7% | 0.6% |