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PGIM India Large Cap Fund Wealth Plan -Dividend Option

PGIM India · Large Cap
High
₹11.63
Current NAV
28 Jul 2019
-9.5%
1Y Return
-6.4%
3Y CAGR
18.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 4.60).
  • Very large asset base (AUM: ₹21,150 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Large Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.10
Sharpe Ratio
0.40
Beta
4.60
Alpha
1.21
Sortino
Fund Details
Fund House PGIM India
Category Large Cap
AUM ₹21150 Cr
Expense Ratio 1.60%
Min SIP ₹500
Min Lumpsum ₹1000
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