Should I invest in PGIM India Large Cap Fund - BONUS OPTION?

We don't give personal investment advice. PGIM India Large Cap Fund - BONUS OPTION is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding.

PGIM India

PGIM India Large Cap Fund - BONUS OPTION

Latest NAV

₹22.3800

As of

28 Jul 2019

836 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.04%	+0.14%	-0.18	4 / 4	Q4
1W	-0.40%	-1.03%	+0.62	2 / 4	Q2
2W	-2.44%	-1.34%	-1.10	4 / 4	Q4
1M	-3.74%	-3.10%	-0.64	3 / 4	Q3
3M	-1.24%	-3.67%	+2.44	1 / 4	Q1
6M	+6.98%	-2.70%	+9.68	1 / 4	Q1
YTD	+6.12%	-2.60%	+8.72	1 / 4	Q1
1Y	-0.71%	-6.40%	+5.69	1 / 4	Q1
2Y	+3.11%	-3.34%	+6.45	1 / 4	Q1
3Y	+7.23%	+2.57%	+4.67	2 / 4	Q2
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+10.96%	+2.99%	+7.97	1 / 4	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2019 YTD	+6.12%	+3.93%	+2.19	1 / 4
2018	-2.91%	-13.74%	+10.83	1 / 4
2017	+27.41%	+17.91%	+9.50	1 / 4
2016	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+10.20%

30 windows

min -8.6% · max 28.3%

80% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+10.43%

5 windows

min 7.2% · max 11.5%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

13.10%

3-year · annualised

Sharpe ratio

0.10

vs risk-free 6.5%

Sortino ratio

0.16

Downside-only deviation

Max drawdown

-14.59%

Aug 2018 → Oct 2018

% positive months

55.6%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Large Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large Cap Fund - IDCW Option - Direct Plan	HDFC	₹58.9490	3 Jun 2026
NIPPON INDIA LARGE CAP FUND - DIRECT Plan - IDCW Option	Nippon India	₹38.6669	3 Jun 2026
SBI Large Cap Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹65.4721	3 Jun 2026
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Direct Plan - IDCW	ICICI Prudential	₹58.3500	3 Jun 2026
Invesco India Largecap Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹33.2800	3 Jun 2026
BANDHAN Large Cap Fund-Direct Plan-IDCW	Bandhan	₹27.1200	3 Jun 2026
quant Large Cap Fund - IDCW Option - Direct Plan	Quant	₹16.2966	3 Jun 2026
Aditya Birla Sun Life Large Cap Fund-DIRECT - IDCW	Aditya Birla Sun Life	₹88.5700	3 Jun 2026
Motilal Oswal Large Cap Direct Plan IDCW	Motilal Oswal	₹12.1057	3 Jun 2026
Franklin India Large Cap Fund - Direct - IDCW	Franklin India	₹47.3825	2 Jun 2026

Recent NAVs

Date	NAV
28 Jul 2019	₹22.3800
26 Jul 2019	₹22.3900
25 Jul 2019	₹22.3500
24 Jul 2019	₹22.3400
23 Jul 2019	₹22.4700
22 Jul 2019	₹22.4700
19 Jul 2019	₹22.6300
18 Jul 2019	₹22.9900
17 Jul 2019	₹23.1500
16 Jul 2019	₹23.0800

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 28 Jul 2019, the NAV of PGIM India Large Cap Fund - BONUS OPTION is ₹22.3800. It's a Large Cap Fund from PGIM India, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

PGIM India Large Cap Fund - BONUS OPTION has NAV history starting from 08 Mar 2016, a track record of about 10 years 2 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

PGIM India Large Cap Fund - BONUS OPTION is managed by PGIM India. It's classified by AMFI under the 'Large Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, PGIM India Large Cap Fund - BONUS OPTION has delivered a absolute return of -0.71% — +5.69 pp ahead of the Large Cap Fund category average of -6.40%. The fund ranks #1 of 4 in its category — the top (Q1) quartile.

Over the trailing 3-year window, PGIM India Large Cap Fund - BONUS OPTION has delivered a CAGR of 7.23% — +4.67 pp ahead of the Large Cap Fund category average of 2.57%. The fund ranks #2 of 4 in its category — the second (Q2) quartile.

PGIM India Large Cap Fund - BONUS OPTION doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in PGIM India Large Cap Fund - BONUS OPTION exactly 3 years ago would be worth approximately ₹123,306 today — a multiplier of 1.23×, based on the 3-year CAGR of 7.23%. The category average over the same window would have grown ₹1 lakh to ₹107,895.

A ₹10,000 monthly SIP in PGIM India Large Cap Fund - BONUS OPTION over the last 3 years — total invested ₹360,000 — would be worth ₹394,135 today. That's an XIRR (money-weighted annualised return) of 5.97%.

PGIM India Large Cap Fund - BONUS OPTION doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹394,135 — XIRR 5.97%.

On a 3-year basis, PGIM India Large Cap Fund - BONUS OPTION ranks #2 out of 4 funds in the Large Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 2.57%; this fund delivered 7.23%.

The worst peak-to-trough decline PGIM India Large Cap Fund - BONUS OPTION has experienced over the last 3-year window is 14.59% — its NAV fell from a high on 28 Aug 2018 to a low on 26 Oct 2018. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, PGIM India Large Cap Fund - BONUS OPTION averaged 10.43% (best 11.52%, worst 7.23%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.10 — weak risk-adjusted performance.

In calendar year 2018, PGIM India Large Cap Fund - BONUS OPTION returned -2.91% — beating the Large Cap Fund category average of -13.74% by 10.83 pp. It ranked #1 of 4 in its category that year.

PGIM India Large Cap Fund - BONUS OPTION is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. PGIM India Large Cap Fund - BONUS OPTION is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.