Should I invest in PGIM India Large Cap Fund?

We don't give personal investment advice. PGIM India Large Cap Fund - Dividend 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: 28.4%. 5-year CAGR: -1.54%.

PGIM India

PGIM India Large Cap Fund - Dividend

Latest NAV

₹17.7800

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	+0.34%	+0.14%	+0.20	1 / 4	Q1
1W	-1.82%	-1.03%	-0.79	4 / 4	Q4
2W	-0.34%	-1.34%	+1.01	2 / 4	Q2
1M	-1.98%	-3.10%	+1.12	1 / 4	Q1
3M	-6.11%	-3.67%	-2.44	4 / 4	Q4
6M	-13.15%	-2.70%	-10.45	4 / 4	Q4
YTD	-10.94%	-2.60%	-8.33	4 / 4	Q4
1Y	-12.17%	-6.40%	-5.77	4 / 4	Q4
2Y	-7.88%	-3.34%	-4.54	3 / 4	Q3
3Y	-1.61%	+2.57%	-4.18	3 / 4	Q3
4Y	+0.28%	+5.91%	-5.63	2 / 2	Q4
5Y	-1.54%	+4.32%	-5.86	2 / 2	Q4
7Y	+0.76%	+5.56%	-4.80	2 / 2	Q4
10Y	-0.44%	+3.44%	-3.89	2 / 2	Q4
Inception	+0.11%	+2.99%	-2.88	3 / 4	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	-10.94%	-9.77%	-1.17	2 / 2
2025	-1.77%	+3.20%	-4.97	2 / 2
2024	+2.53%	+9.36%	-6.83	2 / 2
2023	+9.09%	+15.65%	-6.56	2 / 2
2022	-5.83%	-1.92%	-3.91	2 / 2
2021	+13.79%	+20.60%	-6.81	2 / 2
2020	+11.10%	+11.36%	-0.27	2 / 2
2019	+1.53%	+3.93%	-2.40	4 / 4
2018	-17.67%	-13.74%	-3.93	3 / 4
2017	+11.56%	+17.91%	-6.35	4 / 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

+1.66%

113 windows

min -32.7% · max 59.4%

49% positive

3-Year rolling

+1.39%

89 windows

min -16.0% · max 15.2%

65% positive

5-Year rolling

+2.67%

64 windows

min -2.8% · max 9.7%

75% positive

7-Year rolling

+1.41%

40 windows

min -0.5% · max 3.8%

93% 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

12.63%

3-year · annualised

Sharpe ratio

-0.58

vs risk-free 6.5%

Sortino ratio

-0.74

Downside-only deviation

Max drawdown

-28.41%

Sep 2024 → Mar 2026

% positive months

52.8%

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
3 Jun 2026	₹17.7800
2 Jun 2026	₹17.8300
1 Jun 2026	₹17.7700
29 May 2026	₹17.9600
27 May 2026	₹18.2200
26 May 2026	₹18.1600
25 May 2026	₹18.2400
22 May 2026	₹18.0100
21 May 2026	₹17.9400
20 May 2026	₹17.9500

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 - Dividend is ₹17.7800. 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 - Dividend 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 - Dividend 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 - Dividend has delivered a absolute return of -12.17% — -5.77 pp behind the Large Cap Fund category average of -6.40%. The fund ranks #4 of 4 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, PGIM India Large Cap Fund - Dividend has delivered a CAGR of -1.61% — -4.18 pp behind the Large Cap Fund category average of 2.57%. The fund ranks #3 of 4 in its category — the third (Q3) quartile.

Over the trailing 5-year window, PGIM India Large Cap Fund - Dividend has delivered a CAGR of -1.54% — -5.86 pp behind the Large Cap Fund category average of 4.32%. The fund ranks #2 of 2 in its category — the bottom (Q4) quartile.

₹1 lakh invested in PGIM India Large Cap Fund - Dividend exactly 10 years ago would be worth approximately ₹95,654 today — a multiplier of 0.96×, based on the 10-year CAGR of -0.44%. The category average over the same window would have grown ₹1 lakh to ₹140,289.

A ₹10,000 monthly SIP in PGIM India Large Cap Fund - Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹551,425 today. That's an XIRR (money-weighted annualised return) of -3.31%.

A ₹10,000 monthly SIP for 10 years in PGIM India Large Cap Fund - Dividend = ₹1,200,000 invested. It would currently be worth ₹1,188,007 (multiplier 0.99×). XIRR: -0.20%. 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 - Dividend ranks #2 out of 2 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 4.32%; this fund delivered -1.54%.

The worst peak-to-trough decline PGIM India Large Cap Fund - Dividend has experienced over the last 5-year window is 28.41% — its NAV fell from a high on 26 Sep 2024 to a low on 30 Mar 2026. 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 - Dividend averaged 2.67% (best 9.67%, worst -2.84%). 75% of rolling windows ended positive. The 5-year Sharpe ratio is -0.52 — negative risk-adjusted performance.

In calendar year 2025, PGIM India Large Cap Fund - Dividend returned -1.77% — lagging the Large Cap Fund category average of 3.20% by 4.97 pp. It ranked #2 of 2 in its category that year.

PGIM India Large Cap Fund - Dividend 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 - Dividend 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: 28.4%. 5-year CAGR: -1.54%.

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