PGIM India Large Cap Fund Direct Growth

Scheme code: INF663L01GR4 NAV value: ₹ 368.7500 NAV date: 19 March, 2026 TER: 0.85%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Large Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-29.83	89.88	11.49	13.97	11.75
3 year	-5.58	29.90	13.37	12.98	15.29
5 year	8.23	23.81	14.11	13.99	14.86
7 year	10.61	15.06	12.81	12.88	13.45
10 year	11.85	12.43	12.14	12.13	13.98

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	13.97
3 year	6.28	30.95	15.04	12.98
5 year	8.38	26.02	14.22	13.99
7 year	10.18	15.62	12.93	12.88
10 year	11.42	12.93	12.18	12.13
15 year	-5.65	15.88	6.78

NIFTY NEXT 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-15.41	24.32	-0.37	13.97
3 year	9.08	26.46	18.8	12.98
5 year	3.67	28.39	14.12	13.99
7 year	8.54	16.39	12.66	12.88
10 year	12.91	14.35	13.63	12.13

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	13.97
3 year	6.56	19.64	13.57	12.98
5 year	9.22	12.29	10.75	13.99

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: ₹12,75,283 - Absolute Returns: ₹75,283 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,58,548 - Absolute Returns: ₹7,58,548 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹85,66,077 - Absolute Returns: ₹25,66,077 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,37,59,971 - Absolute Returns: ₹53,59,971 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,24,06,646 - Absolute Returns: ₹1,04,06,646 - CAGR: %

Drawdown Metrics

Max Drawdown

-37.38 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-4.76 %

Calmar Ratio by Duration

1 Y

0.3737

3 Y

0.3472

5 Y

0.3743

7 Y

0.3446

10 Y

0.3245

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	0.45	0.97	98.3	97.1	4.53 %	4.00 %
3 years	0.32	0.93	94.4	93.7	11.28 %	11.28 %
5 years	0.16	0.93	93.4	92.8	9.40 %	9.44 %
7 years	0.78	0.93	92.6	91.2	11.24 %	10.74 %
10 years	0.27	0.93	93.0	92.2	11.97 %	12.06 %
12 years	0.16	0.94	93.0	92.2	9.93 %	10.00 %
15 years	0.04	0.94	93.0	92.2	7.87 %	7.92 %