What is the 5-year rolling return of PGIM India Large Cap Fund?

Across 1,388 overlapping 5-year holding periods between 8 March 2016 and 16 October 2026, the Direct plan of PGIM India Large Cap Fund returned an average of 13.39% a year, with a median of 13.74%. The best 5-year stretch returned 24.53% a year and the worst returned 5.41%.

Has PGIM India Large Cap Fund ever lost money over 5 years?

No. Every one of the 1,388 5-year holding periods in this fund's history ended in profit. The weakest returned 5.41% a year, for someone who invested on 14 October 2021. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of PGIM India Large Cap Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 13.39% a year on the Direct plan against 11.73% on the Regular plan, a difference of 1.66% a year.

What is the 1-year rolling return of PGIM India Large Cap Fund?

Across 2,372 overlapping 1-year holding periods between 8 March 2016 and 16 October 2026, the Direct plan of PGIM India Large Cap Fund returned an average of 13.04% a year, with a median of 10.33%. The best 1-year stretch returned 89.88% a year and the worst returned -25.65%.

What is the 3-year rolling return of PGIM India Large Cap Fund?

Across 1,881 overlapping 3-year holding periods between 8 March 2016 and 16 October 2026, the Direct plan of PGIM India Large Cap Fund returned an average of 12.67% a year, with a median of 13.16%. The best 3-year stretch returned 29.90% a year and the worst returned -5.58%.

What is the 7-year rolling return of PGIM India Large Cap Fund?

Across 892 overlapping 7-year holding periods between 8 March 2016 and 16 October 2026, the Direct plan of PGIM India Large Cap Fund returned an average of 12.66% a year, with a median of 12.58%. The best 7-year stretch returned 15.06% a year and the worst returned 10.35%.

What is the 10-year rolling return of PGIM India Large Cap Fund?

PGIM India Large Cap Fund has 153 windows at the 10-year holding period, because its NAV record begins on 8 March 2016. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.

PGIM India Mutual Fund

PGIM India Large Cap Fund — rolling returns

Large Cap · NAV data as of 16 October 2026

2,615 daily NAV records since 8 March 2016

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 1,388 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

Compare against

Another fund

Index or category average

Direct plan · showing data from 8 March 2016 to 16 October 2026

Average rolling return

13.39%

Windows computed

1,388

Median return

13.74%

Standard deviation

3.22%

Best 5-year window

24.53%a year

Invested 23 Mar 2020 · exited 21 Mar 2025

Worst 5-year window

5.41%a year

Invested 14 Oct 2021 · exited 14 Oct 2026

Consistency — share of 5-year windows

Above 0%: 100.0% (1,388 of 1,388)
Above 8%: 97.1% (1,348 of 1,388)
Above 12%: 61.8% (858 of 1,388)
Above 15%: 29.9% (415 of 1,388)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 279 of 1,388 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for PGIM India Large Cap Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	13.04%	12.67%	13.39%	12.66%	11.35%
Median	10.33%	13.16%	13.74%	12.58%	11.33%
Minimum	-25.65%	-5.58%	5.41%	10.35%	10.27%
Maximum	89.88%	29.90%	24.53%	15.06%	12.50%
Std deviation	15.72%	4.91%	3.22%	0.94%	0.52%
Consistency
Above 0%	80.65%	97.93%	100.00%	100.00%	100.00%
Above 8%	58.35%	87.29%	97.12%	100.00%	100.00%
Above 12%	45.74%	64.17%	61.82%	76.23%	13.07%
Above 15%	38.45%	24.03%	29.90%	0.22%	0.00%
Coverage
Windows computed	2,372	1,881	1,388	892	153

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.66% a year more than Regular.

5-year rolling returns for PGIM India Large Cap Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	13.39%	11.73%
Best window	24.53%from 23 Mar 2020	22.67%from 23 Mar 2020
Worst window	5.41%from 14 Oct 2021	3.83%from 14 Oct 2021
Windows computed	1,388	1,388

Common questions about PGIM India Large Cap Fund

What is the 5-year rolling return of PGIM India Large Cap Fund?: Across 1,388 overlapping 5-year holding periods between 8 March 2016 and 16 October 2026, the Direct plan of PGIM India Large Cap Fund returned an average of 13.39% a year, with a median of 13.74%. The best 5-year stretch returned 24.53% a year and the worst returned 5.41%.
Has PGIM India Large Cap Fund ever lost money over 5 years?: No. Every one of the 1,388 5-year holding periods in this fund's history ended in profit. The weakest returned 5.41% a year, for someone who invested on 14 October 2021. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of PGIM India Large Cap Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 13.39% a year on the Direct plan against 11.73% on the Regular plan, a difference of 1.66% a year.
What is the 1-year rolling return of PGIM India Large Cap Fund?: Across 2,372 overlapping 1-year holding periods between 8 March 2016 and 16 October 2026, the Direct plan of PGIM India Large Cap Fund returned an average of 13.04% a year, with a median of 10.33%. The best 1-year stretch returned 89.88% a year and the worst returned -25.65%.
What is the 3-year rolling return of PGIM India Large Cap Fund?: Across 1,881 overlapping 3-year holding periods between 8 March 2016 and 16 October 2026, the Direct plan of PGIM India Large Cap Fund returned an average of 12.67% a year, with a median of 13.16%. The best 3-year stretch returned 29.90% a year and the worst returned -5.58%.
What is the 7-year rolling return of PGIM India Large Cap Fund?: Across 892 overlapping 7-year holding periods between 8 March 2016 and 16 October 2026, the Direct plan of PGIM India Large Cap Fund returned an average of 12.66% a year, with a median of 12.58%. The best 7-year stretch returned 15.06% a year and the worst returned 10.35%.
What is the 10-year rolling return of PGIM India Large Cap Fund?: PGIM India Large Cap Fund has 153 windows at the 10-year holding period, because its NAV record begins on 8 March 2016. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.

Compare with other funds

Other Large Cap funds

5-year rolling return (Direct)

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.