Should I invest in PGIM India Large Cap Fund?

We don't give personal investment advice. PGIM India Large Cap Fund - 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: 20.7%. 5-year CAGR: 7.42%.

PGIM India

PGIM India Large Cap Fund - Growth

Latest NAV

₹332.7000

As of

17 Jul 2026

2,552 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	+0.76%	+0.70%	+0.06	14 / 35	Q2
1W	+0.36%	+0.36%	+0.00	18 / 35	Q3
2W	+0.36%	+0.42%	-0.07	25 / 35	Q3
1M	+1.39%	+1.48%	-0.09	26 / 35	Q3
3M	+1.51%	+1.06%	+0.45	12 / 35	Q2
6M	-2.94%	-3.79%	+0.86	13 / 35	Q2
YTD	-4.93%	-5.15%	+0.22	21 / 35	Q3
1Y	-2.31%	-2.74%	+0.43	21 / 35	Q3
2Y	-0.33%	-1.60%	+1.28	19 / 35	Q3
3Y	+6.94%	+7.90%	-0.95	26 / 35	Q3
4Y	+10.40%	+10.56%	-0.16	22 / 34	Q3
5Y	+7.42%	+8.42%	-1.00	25 / 34	Q3
7Y	+10.25%	+10.25%	+0.00	23 / 34	Q3
10Y	+9.66%	+8.69%	+0.97	21 / 34	Q3
Inception	+10.62%	+8.44%	+2.18	16 / 35	Q2

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	-4.93%	-5.48%	+0.55	20 / 34
2025	+6.69%	+5.20%	+1.50	13 / 34
2024	+9.69%	+12.60%	-2.91	26 / 34
2023	+18.57%	+21.38%	-2.82	24 / 34
2022	+1.47%	+0.25%	+1.21	19 / 34
2021	+20.41%	+23.62%	-3.21	27 / 34
2020	+13.30%	+11.04%	+2.26	21 / 34
2019	+14.18%	+7.65%	+6.54	3 / 35
2018	-2.89%	-3.82%	+0.93	18 / 35
2017	+27.37%	+24.19%	+3.18	17 / 35
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

+11.91%

115 windows

min -21.2% · max 58.3%

78% positive

3-Year rolling

+11.39%

90 windows

min -3.1% · max 25.4%

96% positive

5-Year rolling

+12.07%

66 windows

min 7.3% · max 20.2%

100% positive

7-Year rolling

+11.10%

42 windows

min 9.3% · max 13.1%

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

11.63%

3-year · annualised

Sharpe ratio

0.08

vs risk-free 6.5%

Sortino ratio

0.12

Downside-only deviation

Max drawdown

-17.51%

Sep 2024 → Feb 2025

% positive months

61.1%

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 Top 200 Fund - Dividend Option	HDFC	₹52.1620	17 Jul 2026
SBI BLUE CHIP FUND-DIVIDEND	SBI	₹53.6607	17 Jul 2026
Franklin India Bluechip Fund-Dividend	Franklin Templeton	₹42.7106	17 Jul 2026
Mirae Asset India Opportunities Fund - Dividend Plan	Mirae Asset	₹28.9130	17 Jul 2026
Kotak Large Cap Fund - Growth	Kotak	₹569.5770	17 Jul 2026
Edelweiss Diversified Growth Equity (E.D.G.E) Fund -Plan A - Growth option	Edelweiss	₹83.3100	17 Jul 2026
HSBC Equity Fund - Dividend	HSBC	₹42.0344	17 Jul 2026
UTI - Master Share-Growth Option	UTI	₹266.1697	17 Jul 2026
Birla Sun Life Frontline Equity Fund-Plan A (Divivdend)	Birla Sun Life	₹38.6800	17 Jul 2026
IDFC Enterprise Equity Fund -Plan A- Dividend	IDFC	₹21.5690	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹332.7000
16 Jul 2026	₹330.1900
15 Jul 2026	₹330.7800
14 Jul 2026	₹329.7300
13 Jul 2026	₹331.4400
10 Jul 2026	₹331.5100
9 Jul 2026	₹328.5200
8 Jul 2026	₹326.9300
7 Jul 2026	₹333.3600
6 Jul 2026	₹333.6700

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 17 Jul 2026, the NAV of PGIM India Large Cap Fund - Growth is ₹332.7000. It's a Large Cap Fund from PGIM India, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

PGIM India Large Cap Fund - Growth has NAV history starting from 08 Mar 2016, a track record of about 10 years 4 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 - 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 - Growth has delivered a absolute return of -2.31% — +0.43 pp ahead of the Large Cap Fund category average of -2.74%. The fund ranks #21 of 35 in its category — the third (Q3) quartile.

Over the trailing 3-year window, PGIM India Large Cap Fund - Growth has delivered a CAGR of 6.94% — -0.95 pp behind the Large Cap Fund category average of 7.90%. The fund ranks #26 of 35 in its category — the third (Q3) quartile.

Over the trailing 5-year window, PGIM India Large Cap Fund - Growth has delivered a CAGR of 7.42% — -1 pp behind the Large Cap Fund category average of 8.42%. The fund ranks #25 of 34 in its category — the third (Q3) quartile.

₹1 lakh invested in PGIM India Large Cap Fund - Growth exactly 10 years ago would be worth approximately ₹251,417 today — a multiplier of 2.51×, based on the 10-year CAGR of 9.66%. The category average over the same window would have grown ₹1 lakh to ₹230,064.

A ₹10,000 monthly SIP in PGIM India Large Cap Fund - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹708,041 today. That's an XIRR (money-weighted annualised return) of 6.56%.

A ₹10,000 monthly SIP for 10 years in PGIM India Large Cap Fund - Growth = ₹1,200,000 invested. It would currently be worth ₹1,957,554 (multiplier 1.63×). XIRR: 9.45%. 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 - Growth ranks #25 out of 34 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 8.42%; this fund delivered 7.42%.

The worst peak-to-trough decline PGIM India Large Cap Fund - Growth has experienced over the last 5-year window is 20.72% — 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 - Growth averaged 12.07% (best 20.24%, worst 7.26%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.10 — weak risk-adjusted performance.

In calendar year 2025, PGIM India Large Cap Fund - Growth returned 6.69% — beating the Large Cap Fund category average of 5.20% by 1.50 pp. It ranked #13 of 34 in its category that year.

PGIM India Large Cap Fund - 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 - 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: 20.7%. 5-year CAGR: 7.42%.

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