PGIM India Large and Midcap Fund - Direct Plan - Direct Growth

Mutual Fund · Equity Scheme - Large & Mid Cap Fund · As of 18 Oct 2026, 7:45 pm

Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.

DalalBaazaar Score

53/ 100

Moderate

Weighted across five categories. Every point is explained below.

✗ Only 2.7 years of history — too short to judge through a full cycle

Investment Checklist

3 / 4 checks passed

✓ Positive 3-year track record
✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)

NAV history

Key Metrics

Latest NAV

₹12.76

As of

16 Oct 2026

Fund History Available

2.7 yrs

1Y Return (CAGR)

-3.7%

Negative

3Y Return (CAGR)

9.0%

Annualized Volatility

14.1%

Moderate

Sharpe Ratio (est.)

0.21

Weak risk-adj. return

Max Drawdown

-15.5%

Notable drop seen

Category Peer Comparison

Scheme	1Y Return
Navi Large & Midcap Fund - Direct Plan - Growth	0.8%
Quant Large & Mid Cap Fund - Direct Plan - Growth Option	6.5%
SBI LARGE & MIDCAP FUND - Direct Plan - Growth	-1.9%
Union Large & Midcap Fund - Direct Plan - Growth Option	0.3%

SIP / Lumpsum Calculator

Total Invested

₹6,00,000

Estimated Maturity Value

₹7,52,912

Estimated Gain

₹1,52,912

Risk Flags

Estimated Sharpe ratio (0.21) is on the low side — returns aren't compensating well for volatility taken over the trailing year.

Watch Items

Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.