Should I invest in PGIM India Large Cap Fund?

We don't give personal investment advice. PGIM India Large Cap Fund - Direct Plan - Growth 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. Worst 5-year drawdown: 19.9%. 5-year CAGR: 8.45%.

PGIM India

PGIM India Large Cap Fund - Direct Plan - Growth

Latest NAV

₹381.7700

As of

3 Jun 2026

2,521 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	+0.36%	+0.19%	+0.17	13 / 36	Q2
1W	-1.76%	-1.77%	+0.01	18 / 36	Q2
2W	-0.26%	-0.24%	-0.02	17 / 36	Q2
1M	-1.86%	-1.86%	0.00	13 / 36	Q2
3M	-3.70%	-3.48%	-0.22	15 / 35	Q2
6M	-8.78%	-7.02%	-1.76	28 / 34	Q4
YTD	-8.42%	-7.39%	-1.03	20 / 34	Q3
1Y	-3.13%	-1.80%	-1.34	23 / 34	Q3
2Y	+1.88%	+2.13%	-0.24	16 / 32	Q2
3Y	+8.83%	+12.27%	-3.44	30 / 31	Q4
4Y	+10.71%	+12.68%	-1.98	25 / 29	Q4
5Y	+8.45%	+11.07%	-2.62	26 / 28	Q4
7Y	+10.65%	+12.37%	-1.73	22 / 25	Q4
10Y	+11.27%	+12.80%	-1.54	20 / 23	Q4
Inception	+11.95%	+11.08%	+0.86	25 / 36	Q3

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
2026 YTD	-8.42%	-7.39%	-1.03	20 / 34
2025	+8.33%	+8.01%	+0.32	18 / 33
2024	+11.37%	+16.46%	-5.10	31 / 31
2023	+20.37%	+25.03%	-4.66	28 / 31
2022	+2.99%	+3.34%	-0.35	15 / 28
2021	+22.23%	+27.19%	-4.96	23 / 27
2020	+14.95%	+14.50%	+0.45	13 / 25
2019	+15.59%	+11.93%	+3.66	5 / 24
2018	-1.41%	+0.35%	-1.77	17 / 24
2017	+29.57%	+31.41%	-1.85	17 / 23
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

+13.46%

113 windows

min -25.7% · max 71.4%

81% positive

3-Year rolling

+12.69%

89 windows

min -3.8% · max 25.4%

99% positive

5-Year rolling

+13.72%

64 windows

min 8.5% · max 20.2%

100% positive

7-Year rolling

+12.70%

40 windows

min 10.4% · max 14.6%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

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

12.65%

3-year · annualised

Sharpe ratio

0.22

vs risk-free 6.5%

Sortino ratio

0.32

Downside-only deviation

Max drawdown

-16.97%

Sep 2024 → Feb 2025

% positive months

72.2%

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 - Growth Option - Direct Plan	HDFC	₹1,163.9600	3 Jun 2026
Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option	Nippon India	₹97.2167	3 Jun 2026
SBI Large Cap FUND-DIRECT PLAN -GROWTH	SBI	₹100.8823	3 Jun 2026
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Direct Plan - Growth	ICICI Prudential	₹115.3300	3 Jun 2026
Invesco India Largecap Fund - Direct Plan - Growth	Invesco	₹82.0000	3 Jun 2026
BANDHAN Large Cap Fund-Direct Plan-Growth	Bandhan	₹86.1600	3 Jun 2026
quant Large Cap Fund - Growth Option - Direct Plan	Quant	₹16.2295	3 Jun 2026
Aditya Birla Sun Life Large Cap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹550.6600	3 Jun 2026
Motilal Oswal Large Cap Direct Plan Growth	Motilal Oswal	₹13.4304	3 Jun 2026
Franklin India Large Cap Fund- Direct - Growth	Franklin India	₹1,077.6027	2 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹381.7700
2 Jun 2026	₹382.8900
1 Jun 2026	₹381.5300
29 May 2026	₹385.6400
27 May 2026	₹391.1700
26 May 2026	₹389.7600
25 May 2026	₹391.4700
22 May 2026	₹386.5200
21 May 2026	₹385.1200
20 May 2026	₹385.1400

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 03 Jun 2026, the NAV of PGIM India Large Cap Fund - Direct Plan - Growth is ₹381.7700. It's a Large Cap Fund from PGIM India, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

PGIM India Large Cap Fund - Direct Plan - Growth 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 - Growth 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 - Growth has delivered a absolute return of -3.13% — -1.34 pp behind the Large Cap Fund category average of -1.80%. The fund ranks #23 of 34 in its category — the third (Q3) quartile.

Over the trailing 3-year window, PGIM India Large Cap Fund - Direct Plan - Growth has delivered a CAGR of 8.83% — -3.44 pp behind the Large Cap Fund category average of 12.27%. The fund ranks #30 of 31 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, PGIM India Large Cap Fund - Direct Plan - Growth has delivered a CAGR of 8.45% — -2.62 pp behind the Large Cap Fund category average of 11.07%. The fund ranks #26 of 28 in its category — the bottom (Q4) quartile.

₹1 lakh invested in PGIM India Large Cap Fund - Direct Plan - Growth exactly 10 years ago would be worth approximately ₹290,839 today — a multiplier of 2.91×, based on the 10-year CAGR of 11.27%. The category average over the same window would have grown ₹1 lakh to ₹333,597.

A ₹10,000 monthly SIP in PGIM India Large Cap Fund - Direct Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹713,990 today. That's an XIRR (money-weighted annualised return) of 6.89%.

A ₹10,000 monthly SIP for 10 years in PGIM India Large Cap Fund - Direct Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,070,747 (multiplier 1.73×). XIRR: 10.51%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, PGIM India Large Cap Fund - Direct Plan - Growth ranks #26 out of 28 funds in the Large Cap Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 11.07%; this fund delivered 8.45%.

The worst peak-to-trough decline PGIM India Large Cap Fund - Direct Plan - Growth has experienced over the last 5-year window is 19.94% — its NAV fell from a high on 18 Oct 2021 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, PGIM India Large Cap Fund - Direct Plan - Growth averaged 13.72% (best 20.20%, worst 8.45%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.20 — weak risk-adjusted performance.

In calendar year 2025, PGIM India Large Cap Fund - Direct Plan - Growth returned 8.33% — beating the Large Cap Fund category average of 8.01% by 0.32 pp. It ranked #18 of 33 in its category that year.

PGIM India Large Cap Fund - Direct Plan - Growth 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 - Growth 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. Worst 5-year drawdown: 19.9%. 5-year CAGR: 8.45%.

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