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

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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%	+0.70%	-0.70	35 / 35	Q4
1W	-0.40%	+0.36%	-0.76	35 / 35	Q4
2W	-2.42%	+0.42%	-2.84	35 / 35	Q4
1M	-3.74%	+1.48%	-5.22	35 / 35	Q4
3M	-1.19%	+1.06%	-2.26	32 / 35	Q4
6M	+6.99%	-3.79%	+10.79	1 / 35	Q1
YTD	+6.11%	-5.15%	+11.26	1 / 35	Q1
1Y	-0.69%	-2.74%	+2.05	13 / 35	Q2
2Y	+3.17%	-1.60%	+4.77	1 / 35	Q1
3Y	+7.35%	+7.90%	-0.54	23 / 35	Q3
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+11.08%	+8.44%	+2.64	14 / 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	₹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
PGIM India Large Cap Fund - Growth	PGIM India	₹332.7000	17 Jul 2026
Birla Sun Life Frontline Equity Fund-Plan A (Divivdend)	Birla Sun Life	₹38.6800	17 Jul 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 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 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% — +2.05 pp ahead of the Large Cap Fund category average of -2.74%. The fund ranks #13 of 35 in its category — the second (Q2) quartile.

Over the trailing 3-year window, PGIM India Large Cap Fund Wealth Plan - Growth Option has delivered a CAGR of 7.35% — -0.54 pp behind the Large Cap Fund category average of 7.90%. 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 ₹125,608.

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 7.90%; 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.