Should I invest in PGIM India Large Cap Fund - Bonus?

We don't give personal investment advice. PGIM India Large Cap Fund - Direct Plan - Bonus 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 - Direct Plan - Bonus

Latest NAV

₹24.0200

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	+0.00%	+0.08%	-0.08	28 / 42	Q3
1W	-0.37%	-1.84%	+1.47	1 / 42	Q1
2W	-2.36%	-0.38%	-1.98	42 / 42	Q4
1M	-3.65%	-1.90%	-1.75	42 / 42	Q4
3M	-0.91%	-4.54%	+3.64	3 / 42	Q1
6M	+7.62%	-9.19%	+16.80	1 / 41	Q1
YTD	+6.85%	-9.42%	+16.27	1 / 41	Q1
1Y	+0.63%	-4.83%	+5.46	3 / 41	Q1
2Y	+4.59%	-1.82%	+6.40	2 / 40	Q1
3Y	+8.82%	+8.46%	+0.36	20 / 39	Q3
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+12.61%	+7.86%	+4.75	4 / 42	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	+6.85%	+7.69%	-0.84	18 / 31
2018	-1.41%	-4.62%	+3.22	11 / 31
2017	+29.50%	+20.09%	+9.41	5 / 27
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

+11.90%

30 windows

min -7.2% · max 30.3%

87% positive

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

3-Year rolling

+12.08%

5 windows

min 8.8% · max 13.2%

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

13.14%

3-year · annualised

Sharpe ratio

0.22

vs risk-free 6.5%

Sortino ratio

0.35

Downside-only deviation

Max drawdown

-14.37%

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	₹24.0200
26 Jul 2019	₹24.0200
25 Jul 2019	₹23.9800
24 Jul 2019	₹23.9700
23 Jul 2019	₹24.1000
22 Jul 2019	₹24.1100
19 Jul 2019	₹24.2700
18 Jul 2019	₹24.6600
17 Jul 2019	₹24.8300
16 Jul 2019	₹24.7500

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 - Direct Plan - Bonus is ₹24.0200. It's a Large Cap Fund from PGIM India, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

PGIM India Large Cap Fund - Direct Plan - Bonus 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 - Direct Plan - Bonus 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 - Direct Plan - Bonus has delivered a absolute return of 0.63% — +5.46 pp ahead of the Large Cap Fund category average of -4.83%. The fund ranks #3 of 41 in its category — the top (Q1) quartile.

Over the trailing 3-year window, PGIM India Large Cap Fund - Direct Plan - Bonus has delivered a CAGR of 8.82% — +0.36 pp ahead of the Large Cap Fund category average of 8.46%. The fund ranks #20 of 39 in its category — the third (Q3) quartile.

PGIM India Large Cap Fund - Direct Plan - Bonus 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 - Direct Plan - Bonus exactly 3 years ago would be worth approximately ₹128,863 today — a multiplier of 1.29×, based on the 3-year CAGR of 8.82%. The category average over the same window would have grown ₹1 lakh to ₹127,605.

A ₹10,000 monthly SIP in PGIM India Large Cap Fund - Direct Plan - Bonus over the last 3 years — total invested ₹360,000 — would be worth ₹403,302 today. That's an XIRR (money-weighted annualised return) of 7.52%.

PGIM India Large Cap Fund - Direct Plan - Bonus doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹403,302 — XIRR 7.52%.

On a 3-year basis, PGIM India Large Cap Fund - Direct Plan - Bonus ranks #20 out of 39 funds in the Large Cap Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 8.46%; this fund delivered 8.82%.

The worst peak-to-trough decline PGIM India Large Cap Fund - Direct Plan - Bonus has experienced over the last 3-year window is 14.37% — 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 - Direct Plan - Bonus averaged 12.08% (best 13.22%, worst 8.82%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.22 — weak risk-adjusted performance.

In calendar year 2018, PGIM India Large Cap Fund - Direct Plan - Bonus returned -1.41% — beating the Large Cap Fund category average of -4.62% by 3.22 pp. It ranked #11 of 31 in its category that year.

PGIM India Large Cap Fund - Direct Plan - Bonus 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 - Direct Plan - Bonus 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.