Should I invest in PGIM India Large Cap Fund Wealth Plan?

We don't give personal investment advice. PGIM India Large Cap Fund Wealth Plan - Growth 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 Wealth Plan - Growth Option

Latest NAV

₹34.7400

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

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

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%	+0.22%	-0.22	29 / 35	Q4
1W	-0.40%	-1.72%	+1.31	1 / 35	Q1
2W	-2.42%	-0.38%	-2.04	35 / 35	Q4
1M	-3.74%	-2.02%	-1.73	35 / 35	Q4
3M	-1.19%	-4.81%	+3.62	2 / 35	Q1
6M	+6.99%	-9.11%	+16.11	1 / 35	Q1
YTD	+6.11%	-9.27%	+15.37	1 / 35	Q1
1Y	-0.69%	-4.88%	+4.20	5 / 35	Q1
2Y	+3.17%	-0.83%	+3.99	5 / 35	Q1
3Y	+7.35%	+8.36%	-1.01	23 / 35	Q3
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+11.08%	+8.24%	+2.84	12 / 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
2019 YTD	+6.11%	+7.65%	-1.54	26 / 35
2018	-2.83%	-3.82%	+0.99	17 / 35
2017	+27.66%	+24.19%	+3.46	16 / 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

+10.34%

30 windows

min -8.5% · max 28.5%

80% positive

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

3-Year rolling

+10.56%

5 windows

min 7.4% · max 11.7%

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

13.11%

3-year · annualised

Sharpe ratio

0.11

vs risk-free 6.5%

Sortino ratio

0.18

Downside-only deviation

Max drawdown

-14.56%

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 Top 200 Fund - Dividend Option	HDFC	₹49.0300	3 Jun 2026
SBI BLUE CHIP FUND-DIVIDEND	SBI	₹51.5053	3 Jun 2026
Franklin India Bluechip Fund-Dividend	Franklin Templeton	₹40.6142	2 Jun 2026
Mirae Asset India Opportunities Fund - Dividend Plan	Mirae Asset	₹27.3480	3 Jun 2026
Kotak Large Cap Fund - Growth	Kotak	₹542.4130	3 Jun 2026
Edelweiss Diversified Growth Equity (E.D.G.E) Fund -Plan A - Growth option	Edelweiss	₹79.7800	3 Jun 2026
HSBC Equity Fund - Dividend	HSBC	₹40.0004	3 Jun 2026
UTI - Master Share-Growth Option	UTI	₹254.1999	3 Jun 2026
PGIM India Large Cap Fund - Growth	PGIM India	₹317.4700	3 Jun 2026
Birla Sun Life Frontline Equity Fund-Plan A (Divivdend)	Birla Sun Life	₹36.8700	3 Jun 2026

Recent NAVs

Date	NAV
28 Jul 2019	₹34.7400
26 Jul 2019	₹34.7400
25 Jul 2019	₹34.6800
24 Jul 2019	₹34.6700
23 Jul 2019	₹34.8600
22 Jul 2019	₹34.8800
19 Jul 2019	₹35.1200
18 Jul 2019	₹35.6800
17 Jul 2019	₹35.9300
16 Jul 2019	₹35.8100

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 Wealth Plan - Growth Option is ₹34.7400. 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 Wealth Plan - Growth 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 Wealth Plan - Growth 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 Wealth Plan - Growth Option has delivered a absolute return of -0.69% — +4.2 pp ahead of the Large Cap Fund category average of -4.88%. The fund ranks #5 of 35 in its category — the top (Q1) quartile.

Over the trailing 3-year window, PGIM India Large Cap Fund Wealth Plan - Growth Option has delivered a CAGR of 7.35% — -1.01 pp behind the Large Cap Fund category average of 8.36%. The fund ranks #23 of 35 in its category — the third (Q3) quartile.

PGIM India Large Cap Fund Wealth Plan - Growth 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 Wealth Plan - Growth Option exactly 3 years ago would be worth approximately ₹123,718 today — a multiplier of 1.24×, based on the 3-year CAGR of 7.35%. The category average over the same window would have grown ₹1 lakh to ₹127,240.

A ₹10,000 monthly SIP in PGIM India Large Cap Fund Wealth Plan - Growth Option over the last 3 years — total invested ₹360,000 — would be worth ₹394,616 today. That's an XIRR (money-weighted annualised return) of 6.05%.

PGIM India Large Cap Fund Wealth Plan - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹394,616 — XIRR 6.05%.

On a 3-year basis, PGIM India Large Cap Fund Wealth Plan - Growth Option ranks #23 out of 35 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 8.36%; this fund delivered 7.35%.

The worst peak-to-trough decline PGIM India Large Cap Fund Wealth Plan - Growth Option has experienced over the last 3-year window is 14.56% — 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 Wealth Plan - Growth Option averaged 10.56% (best 11.65%, worst 7.35%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.11 — weak risk-adjusted performance.

In calendar year 2018, PGIM India Large Cap Fund Wealth Plan - Growth Option returned -2.83% — beating the Large Cap Fund category average of -3.82% by 0.99 pp. It ranked #17 of 35 in its category that year.

PGIM India Large Cap Fund Wealth Plan - Growth 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 Wealth Plan - Growth 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.