Insufficient historyDirect · GrowthToo thin to judge
Parag Parikh Large Cap Fund
PPFAS Mutual FundEquity Scheme - Large Cap Fund0.7 years
The Scheme seeks to generate long term capital appreciation and income distribution to investors by predominantly investing in equity and equity related instruments of large cap companies.
- NAV
- 9.204
- 30 Oct 2026
- 1Y
- n/a
- Trailing CAGR
- AUM
- ₹866.24 Cr
- 30 Sept 2026
- Volatility
- Medium
- 15.1% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 30 Oct 2026
Stance
Too thin to judge
History is short. Lean on older peers or a low-cost index until more evidence lands.
In three lines
Watch if · History is short. Lean on older peers or a low-cost index until more evidence lands.
Prefer peers if · Compare BAJAJ FINSERV LARGE CAP FUND - it has enough history to inspect beside this fund.
Buy checklist
History depth
Fail
0.7 years - thin for judging consistency.
Engine status
n/a
History is short. Lean on older peers or a low-cost index until more evidence lands.
Expense ratio
Pass
0.32% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -13.8%. Ask whether you can hold through a similar fall.
Vs category
n/a
Category relative read still thin.
Manager tenure
Watch
Aishwarya Dhar · 0.8 years on the scheme.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Pass
Top 10 holdings ≈ 42.2% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 14%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
If you start a SIP here, diary a 90-day check and an annual review - don’t react to every NAV print.
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
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI-10.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- -10.8%
- Calendar-day CAGR
- Excess 1Y
- n/a
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
- 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
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -13.8%
- Worst peak-to-trough
- Current
- -9.0%
- Below last peak
- Current spell
- 261 days
- Days below latest peak
- Time below peak
- +98%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- n/a
- 0 recovered episodes
- Longest recovery
- n/a
- Trough to prior peak
11 Feb 2026 – open
Trough 30 Mar 2026 · not recovered
-13.8%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
n/a
Vs category
n/a
Consistency
n/a
Risk-adjusted
0
Drawdown
66
Mean
n/a
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Insufficient history
Buying stance
Too thin to judge
History is short. Lean on older peers or a low-cost index until more evidence lands.
Why this status
No status reasons yet. History is still thin.
Supporting reads
No supporting reads in the current evidence set.
Portfolio
30 Sept 2026 · 104 holdings · top 10 are 42.2%.
- Top 5
- 29.4%
- Top 10
- 42.2%
- Largest holding
- 8.4%
- Effective holdings
- 36.0
HDFC Bank Ltd
Financial
8.4%
ICICI Bank Ltd
Financial
7.3%
Reliance Industries Ltd
Energy & Utilities
6.2%
Bharti Airtel Ltd
Technology
4.1%
Larsen & Toubro Ltd
Industrials
3.4%
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
BAJAJ FINSERV LARGE CAP FUND
Bajaj Finserv Mutual Fund
- 1Y
- -4.5%
- 3Y
- n/a
- Vol
- 12.8%
- Max DD
- -16.9%
- Sharpe
- -0.43
- 3Y win
- n/a
- Lower volatility
Caveat: Deeper drawdown · Higher TER
BANK OF INDIA LARGE CAP FUND
Bank of India Mutual Fund
- 1Y
- -2.8%
- 3Y
- +11.8%
- Vol
- 14.6%
- Max DD
- -22.6%
- Sharpe
- 0.37
- 3Y win
- +61%
- Lower volatility
Caveat: Deeper drawdown · Higher TER
BARODA BNP PARIBAS LARGE CAP FUND
Baroda BNP Paribas Mutual Fund
- 1Y
- -4.3%
- 3Y
- +11.5%
- Vol
- 12.8%
- Max DD
- -18.2%
- Sharpe
- 0.49
- 3Y win
- +100%
- Lower volatility
Caveat: Deeper drawdown · Higher TER
Edelweiss Large Cap Fund
Edelweiss Mutual Fund
- 1Y
- -5.8%
- 3Y
- +10.4%
- Vol
- 15.1%
- Max DD
- -35.1%
- Sharpe
- 0.55
- 3Y win
- +80%
- Lower volatility
Caveat: Deeper drawdown · Higher TER
ITI Large Cap Fund
ITI Mutual Fund
- 1Y
- -6.5%
- 3Y
- +9.9%
- Vol
- 14.8%
- Max DD
- -20.8%
- Sharpe
- 0.40
- 3Y win
- +40%
- Lower volatility
Caveat: Deeper drawdown · Higher TER