MonitorDirect · Growth
PGIM India Large and Midcap Fund
PGIM India Mutual FundEquity Scheme - Large & Mid Cap Fund2.6 years
The Scheme seeks to seek long term capital growth through investments in equity and equity related securities of predominantly large cap and mid cap stocks.
- NAV
- 12.88
- 15 Sept 2026
- 1Y
- +1.7%
- Trailing CAGR
- AUM
- ₹827.73 Cr
- 31 Aug 2026
- Volatility
- Medium
- 14.0% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+1.7%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI+10.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+5.9%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- +10.6%
- Calendar-day CAGR
- Excess 1Y
- -3.0%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 14 days
- 28 recovered episodes
- Longest recovery
- 126 days
- Trough to prior peak
- Current spell
- 17 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
23 Sept 2024 – 25 Jun 2025
Trough 28 Feb 2025 · recovered in 117 days
-15.5%
17 Oct 2025 – 3 Aug 2026
Trough 30 Mar 2026 · recovered in 126 days
-14.8%
3 Jun 2024 – 7 Jun 2024
Trough 4 Jun 2024 · recovered in 3 days
-5.3%
31 Jul 2024 – 20 Aug 2024
Trough 6 Aug 2024 · recovered in 14 days
-4.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
26
Vs category
31
Consistency
58
Risk-adjusted
46
Drawdown
61
Mean
45
Portfolio
31 Aug 2026 · 80 holdings · top 10 are 29.5%.
- Top 5
- 18.3%
- Top 10
- 29.5%
- Largest holding
- 5.2%
- Effective holdings
- 56.5
ICICI Bank Ltd
Financial
5.2%
HDFC Bank Ltd
Financial
4.2%
Reliance Industries Ltd
Energy & Utilities
3.5%
Larsen & Toubro Ltd
Industrials
2.9%
Bharti Airtel Ltd
Technology
2.5%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Supporting reads
- The fund beat the category median in 58% of rolling 1-year windows.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Bandhan Large & Mid Cap Fund
Bandhan Mutual Fund
- 1Y
- +4.7%
- 3Y
- +17.3%
- Vol
- 15.8%
- Max DD
- -38.5%
- Sharpe
- 0.68
- 3Y win
- +61%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Baroda BNP Paribas Large and Mid Cap fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +1.4%
- 3Y
- +12.5%
- Vol
- 14.9%
- Max DD
- -20.6%
- Sharpe
- 0.94
- 3Y win
- +81%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
DSP Large & Mid Cap Fund
DSP Mutual Fund
- 1Y
- -2.4%
- 3Y
- +12.2%
- Vol
- 15.9%
- Max DD
- -36.8%
- Sharpe
- 0.68
- 3Y win
- +75%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
Edelweiss Large & Mid Cap Fund
Edelweiss Mutual Fund
- 1Y
- +2.5%
- 3Y
- +13.2%
- Vol
- 15.7%
- Max DD
- -34.9%
- Sharpe
- 0.74
- 3Y win
- +88%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown
LIC MF Large & Mid Cap Fund
LIC Mutual Fund
- 1Y
- -1.1%
- 3Y
- +12.8%
- Vol
- 15.7%
- Max DD
- -33.9%
- Sharpe
- 0.58
- 3Y win
- +61%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown