PGIM India Large Cap Fund
Direct · Growth ₹396.65
18 Jun 2026
NAV
12.9%
3Y CAGR
13.8%
5Y CAGR
11.8%
10Y CAGR
12.6%
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.
14.67
Sharpe
-37.4%
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 | ₹12.72 L | 14.1% | -57.5% | 83.0% |
| 3 Years | ₹36.00 L | ₹43.44 L | 13.0% | -20.5% | 31.0% |
| 5 Years | ₹60.00 L | ₹85.00 L | 14.4% | 4.9% | 21.6% |
| 7 Years | ₹84.00 L | ₹1.37 Cr | 13.8% | 8.7% | 18.3% |
| 10 Years | ₹1.20 Cr | ₹2.11 Cr | 11.1% | 9.6% | 12.7% |
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 | 14.1% | 14.5% | 14.3% | -0.4% |
| 3 Years | 13.0% | 11.2% | 14.5% | +1.8% |
| 5 Years | 14.4% | 10.4% | 14.1% | +4.0% |
| 7 Years | 13.8% | 10.6% | 14.1% | +3.2% |
| 10 Years | 11.1% | 11.5% | 14.4% | -0.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 13.6% | 10.9% | -29.8% | 89.9% | 0.45 | 1.26 | 83% | — | — |
| 3 Years | 12.9% | 13.3% | -5.6% | 29.9% | 1.30 | 4.18 | 98% | — | — |
| 5 Years | 13.8% | 13.9% | 7.9% | 23.8% | 2.46 | — | 100% | — | — |
| 10 Years | 11.8% | 11.8% | 11.0% | 12.4% | 14.67 | — | 100% | — | — |
-37.4%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-4.9%
Avg Drawdown
Calmar Ratio by Duration
0.36
1Y
0.34
3Y
0.37
5Y
0.34
7Y
0.31
10Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +2.00 | 1.01 | 100.8% | 98.1% | -1.2% | -3.1% |
| 3 Years | +0.88 | 0.95 | 96.2% | 94.9% | 9.5% | 8.7% |
| 5 Years | +0.02 | 0.94 | 93.7% | 93.2% | 8.8% | 8.9% |
| 7 Years | +0.87 | 0.94 | 93.0% | 91.6% | 11.5% | 10.9% |
| 10 Years | +0.55 | 0.94 | 93.3% | 92.2% | 11.7% | 11.4% |
| 12 Years | +0.40 | 0.94 | 93.5% | 92.3% | 10.3% | 10.2% |
| 15 Years | +0.23 | 0.94 | 93.5% | 92.3% | 8.2% | 8.1% |