Research & DIY Experimentation Only: This site is for educational and informational purposes only. No assurance is provided on data correctness and it is not SEBI-registered investment advice.
MF_138312

PGIM India Large Cap Fund - Direct Plan - Growth

Equity Scheme - Large Cap Fund

Back to Home
End Amount
₹32,043.97
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
11.55%
MF_138312 Return
Benchmark CAGR
12.53%
Nifty 50
Inflation Adj. CAGR
6.55%
Real Annualized Return
Alpha
-0.01
Excess Return vs Benchmark
Beta
0.95
Volatility vs Benchmark
Sharpe Ratio
0.39
Risk-Adjusted Return
Sortino Ratio
0.55
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 49% 9% 13%
60 days 46% 6% 8%
90 days 44% 5% 6%
180 days 44% 3% 4%
1Yr 38% 2% 3%
3Yr 13% 0% 2%
5Yr 0% 0% 2%
7Yr 0% 0% 1%
10Yr 0% 0% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period PGIM India Large Cap Fund - Direct Plan - Growth Nifty 50
30 days 15.5% | -62.4% | 17.3% | 160.2% 26.6% | -61.9% | 15.9% | 179.4%
60 days -23.9% | -49.0% | 16.4% | 106.7% -23.0% | -47.8% | 17.8% | 122.6%
90 days -22.2% | -41.3% | 15.8% | 95.5% -25.0% | -41.2% | 16.9% | 108.6%
1 Year -7.6% | -12.5% | 10.1% | 55.9% -10.0% | -14.5% | 12.5% | 58.0%
3 Years 8.2% | 0.3% | 13.1% | 22.8% 7.7% | 1.7% | 14.5% | 25.5%
5 Years 6.5% | 6.9% | 13.7% | 20.4% 6.4% | 7.6% | 15.0% | 22.5%
7 Years 10.6% | 10.7% | 12.6% | 14.5% 11.2% | 11.5% | 14.0% | 16.1%
10 Years 10.7% | 10.4% | 11.3% | 12.2% 11.7% | 11.3% | 12.4% | 13.5%
Periods of Negative Return (Drawdowns) 11 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Sept. 8, 2016 March 11, 2017 184 days 13% Nifty 50: 12% 12075 10565 12222
Jan. 29, 2018 July 31, 2018 183 days 10% Nifty 50: 10% 14967 13398 14985
Aug. 28, 2018 May 24, 2019 269 days 14% Nifty 50: 14% 15353 13147 15413
June 3, 2019 Oct. 26, 2019 145 days 9% Nifty 50: 11% 15721 14254 15735
Jan. 17, 2020 Nov. 7, 2020 295 days 37% Nifty 50: 38% 16517 10343 16668
Jan. 12, 2021 Feb. 4, 2021 23 days 6% Nifty 50: 6% 19602 18387 19731
Feb. 16, 2021 May 8, 2021 81 days 6% Nifty 50: 6% 20239 19054 20336
Oct. 18, 2021 May 26, 2023 585 days 20% Nifty 50: 16% 24489 19606 24499
Sept. 15, 2023 Nov. 30, 2023 76 days 6% Nifty 50: 7% 26668 25100 26785
Sept. 26, 2024 Nov. 28, 2025 428 days 17% Nifty 50: 15% 34960 29026 34971
Dec. 1, 2025 Oct. 30, 2026 333 days 15% Nifty 50: 15% 34975 29680 32044