PGIM India Large and Mid Cap Fund Direct Growth

Scheme code: INF663L01Y12 NAV value: ₹ 11.6700 NAV date: 19 March, 2026 TER: 0.00%
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-0.7019.609.009.0814.06

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.619.08
3 year 6.2830.9515.04
5 year 8.3826.0214.22
7 year 10.1815.6212.93
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.499.08
3 year 6.5619.6413.57
5 year 9.2212.2910.75
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.759.08
3 year 7.6821.4915.06
5 year 10.3713.511.93
NIFTY LARGEMIDCAP 250
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.7222.915.179.08
3 year 10.4125.8918.61
5 year 13.416.2314.81

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,48,025 - Absolute Returns: ₹48,025 - CAGR: %

Drawdown Metrics

Max Drawdown

-15.46 %

Drawdown Duration

5 months

Recovery Time

4 months

Avg Drawdown

-3.46 %

Calmar Ratio by Duration

1 Y

0.5874

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 2.60 0.96 99.7 95.4 6.70 % 4.00 %
3 years 2.80 0.94 97.4 91.3 4.99 % 1.90 %
5 years 1.48 0.94 97.4 91.3 2.96 % 1.14 %
7 years 0.94 0.94 97.4 91.3 2.11 % 0.81 %
10 years 0.52 0.94 97.4 91.3 1.47 % 0.57 %
12 years 0.37 0.94 97.4 91.3 1.22 % 0.47 %
15 years 0.21 0.94 97.4 91.3 0.98 % 0.38 %