Insufficient historyDirect · Growth
Parag Parikh Large Cap Fund
PPFAS Mutual FundEquity Scheme - Large Cap Fund0.6 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
- 9.2809
- 15 Sept 2026
- 1Y
- n/a
- Trailing CAGR
- AUM
- ₹860.1 Cr
- 31 Aug 2026
- Volatility
- Medium
- 15.5% 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
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI-11.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Yn/a
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- -11.6%
- 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
- 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
- n/a
- 0 recovered episodes
- Longest recovery
- n/a
- Trough to prior peak
- Current spell
- 216 days
- Days below latest peak
- Time below peak
- +97%
- NAV observations
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
Portfolio
31 Aug 2026 · 109 holdings · top 10 are 43.0%.
- Top 5
- 29.6%
- Top 10
- 43.0%
- Largest holding
- 8.0%
- Effective holdings
- 35.6
HDFC Bank Ltd
Financial
8.0%
ICICI Bank Ltd
Financial
7.7%
Reliance Industries Ltd
Energy & Utilities
6.4%
Bharti Airtel Ltd
Technology
4.1%
Larsen & Toubro Ltd
Industrials
3.5%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Insufficient history
Engine status
Insufficient history
History still thin for a status read
Why this status
No status reasons yet. History is still thin.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Samco Large Cap Fund
Samco Mutual Fund
- 1Y
- -6.2%
- 3Y
- n/a
- Vol
- 10.7%
- Max DD
- -12.6%
- Sharpe
- -1.08
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Higher TER
Aditya Birla Sun Life Large Cap Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- -4.9%
- 3Y
- +8.1%
- Vol
- 15.4%
- Max DD
- -37.7%
- Sharpe
- 0.56
- 3Y win
- +63%
- Lower volatility
Caveat: Deeper drawdown
BAJAJ FINSERV LARGE CAP FUND
Bajaj Finserv Mutual Fund
- 1Y
- +1.3%
- 3Y
- n/a
- Vol
- 12.8%
- Max DD
- -16.9%
- Sharpe
- -0.29
- 3Y win
- n/a
- Lower volatility
Caveat: Deeper drawdown · Higher TER
BANK OF INDIA LARGE CAP FUND
Bank of India Mutual Fund
- 1Y
- +2.7%
- 3Y
- +11.7%
- Vol
- 14.6%
- Max DD
- -22.6%
- Sharpe
- 0.46
- 3Y win
- +59%
- Lower volatility
Caveat: Deeper drawdown · Higher TER
BARODA BNP PARIBAS LARGE CAP FUND
Baroda BNP Paribas Mutual Fund
- 1Y
- -1.0%
- 3Y
- +10.4%
- Vol
- 12.8%
- Max DD
- -18.2%
- Sharpe
- 0.58
- 3Y win
- +100%
- Lower volatility
Caveat: Deeper drawdown