PGIM India Large Cap Fund Wealth Plan Direct Growth

Scheme code: INF223J01267 NAV value: ₹ 34.7400 NAV date: 28 July, 2019
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Large Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year -8.94 13.90 2.44 31.36
3 year 7.28 13.33 10.69 16.43

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 2.44
3 year 7.63 16.87 13.32 10.69
5 year 12.6 19.62 15.37
7 year 10.81 15.2 13.42
10 year 9.81 13.99 12.12
NIFTY NEXT 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 9.82 79.75 55.14 2.44
3 year 11.58 25.57 20.12 10.69
5 year 15.11 24.71 19.88
7 year 9.62 16.24 13.78
10 year 11.93 17.68 15.62
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 2.44
3 year 7.94 17.89 14.14 10.69
5 year 13.28 20.23 15.93
7 year 10.62 15.28 13.42
10 year 10.08 14.47 12.61

Rolling return for 1 year

Average return: 2.44%
Min Max Min-Max Max-Min Standard Deviation Mean From To
4.52 3.58 10.04 -1.62 4.14 4.13 07-2018 07-2019
8.19 8.3 11.26 5.3 2.11 8.26 06-2018 06-2019
3.51 6.56 11.44 -1.03 4.54 5.12 05-2018 05-2019
7.27 3.52 9.16 1.73 2.94 5.42 04-2018 04-2019
3.09 5.08 10.45 -1.92 4.43 4.17 03-2018 03-2019
-2.37 -4.03 2.16 -8.28 3.74 -3.13 02-2018 02-2019
-3.87 -6.46 -1.25 -8.94 2.87 -5.13 01-2018 01-2019
-2.38 -2.8 1.73 -6.72 2.99 -2.54 12-2017 12-2018
-2.91 -2.34 0.86 -5.99 2.43 -2.6 11-2017 11-2018
-3.75 1.32 5.81 -7.84 5.15 -1.12 10-2017 10-2018
6.56 7.22 12.04 1.97 3.57 6.95 09-2017 09-2018
10.04 9.44 13.9 5.74 2.89 9.78 08-2017 08-2018

Rolling return for 3 year

Average return: 10.69%
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.87 9.14 10.75 7.28 1.23 9.01 07-2016 07-2019
10.88 10.97 11.92 9.93 0.7 10.92 06-2016 06-2019
10.57 11.18 13.33 8.48 1.73 10.89 05-2016 05-2019
12.26 10.98 12.91 10.34 1.02 11.62 04-2016 04-2019
10.42 11.61 12.99 9.07 1.45 11.02 03-2016 03-2019