PGIM India Large Cap Fund Wealth Plan Direct Growth

Scheme code: INF223J01267 NAV value: ₹ 34.7400 NAV date: 28 July, 2019 TER: 0.00%

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	-26.13	61.18	8.94	10.91	11.75
3 year	-3.76	25.79	12.98	13.21	15.29
5 year	6.17	19.43	14.17	13.52	14.86
7 year	8.39	15.56	12.00	11.99	13.45

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	10.91
3 year	6.28	30.95	15.04	13.21
5 year	8.38	26.02	14.22	13.52
7 year	10.18	15.62	12.93	11.99
10 year	11.42	12.93	12.18
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	10.91
3 year	9.08	26.46	18.8	13.21
5 year	3.67	28.39	14.12	13.52
7 year	8.54	16.39	12.66	11.99
10 year	12.91	14.35	13.63

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	10.91
3 year	6.56	19.64	13.57	13.21
5 year	9.22	12.29	10.75	13.52

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: ₹12,57,300 - Absolute Returns: ₹57,300 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,49,424 - Absolute Returns: ₹7,49,424 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹83,60,808 - Absolute Returns: ₹23,60,808 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,33,88,718 - Absolute Returns: ₹49,88,718 - CAGR: %

Drawdown Metrics

Max Drawdown

-30.79 %

Drawdown Duration

14 months

Recovery Time

28 months

Avg Drawdown

-8.96 %

Calmar Ratio by Duration

1 Y

0.3543

3 Y

0.429

5 Y

0.4391

7 Y

0.3894

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-1.57	0.88	87.2	88.7	0.12 %	1.05 %
3 years	-1.67	0.94	92.9	94.5	7.67 %	9.52 %
5 years	-1.06	0.94	93.6	94.9	7.45 %	8.63 %
7 years	-0.84	0.94	93.6	94.9	5.27 %	6.09 %
10 years	-0.69	0.94	93.6	94.9	3.66 %	4.22 %
12 years	-0.64	0.94	93.6	94.9	3.04 %	3.51 %
15 years	-0.58	0.94	93.6	94.9	2.43 %	2.80 %