PGIM India Large Cap Fund
Direct · Growth ₹405.07
31 Jul 2026
NAV
12.8%
3Y CAGR
13.7%
5Y CAGR
11.6%
10Y CAGR
12.5%
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.
14.26
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 | ₹12.71 L | 13.9% | -57.5% | 83.0% |
| 3 Years | ₹36.00 L | ₹43.39 L | 12.8% | -20.5% | 31.0% |
| 5 Years | ₹60.00 L | ₹84.88 L | 14.3% | 4.9% | 21.6% |
| 7 Years | ₹84.00 L | ₹1.37 Cr | 13.7% | 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 | 13.9% | 14.5% | 14.1% | -0.6% |
| 3 Years | 12.8% | 11.2% | 14.3% | +1.7% |
| 5 Years | 14.3% | 10.4% | 14.1% | +3.8% |
| 7 Years | 13.7% | 10.6% | 14.1% | +3.1% |
| 10 Years | 11.1% | 11.5% | 14.4% | -0.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 13.4% | 10.7% | -29.8% | 89.9% | 0.44 | 1.21 | 82% | — | — |
| 3 Years | 12.8% | 13.2% | -5.6% | 29.9% | 1.29 | 4.17 | 98% | — | — |
| 5 Years | 13.7% | 13.9% | 7.9% | 23.8% | 2.38 | — | 100% | — | — |
| 10 Years | 11.6% | 11.6% | 11.0% | 12.4% | 14.26 | — | 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 | +2.55 | 1.00 | 100.8% | 97.3% | 1.0% | -1.6% |
| 3 Years | +1.66 | 0.95 | 96.6% | 94.3% | 8.9% | 7.3% |
| 5 Years | +0.23 | 0.94 | 93.7% | 92.8% | 9.0% | 8.9% |
| 7 Years | +0.87 | 0.94 | 93.0% | 91.7% | 12.4% | 11.9% |
| 10 Years | +0.58 | 0.94 | 93.3% | 92.1% | 11.2% | 10.9% |
| 12 Years | +0.52 | 0.94 | 93.5% | 92.2% | 10.6% | 10.3% |
| 15 Years | +0.32 | 0.94 | 93.5% | 92.2% | 8.4% | 8.2% |