MF Gyan
large capModerate risk11 years oldAccelerating recently (last 6m ≈ 16% p.a.)

DHFL Pramerica Large Cap Fund - Direct Plan - Bonus

Invests in India's largest listed companies (top 100 by size). Generally steadier than mid or small cap funds, but slower growing. From DHFL Pramerica Mutual Fund. It's been running since 8 Mar 2016.

Latest price per unit
₹24.02
▲ 0.00% today
As of 28 Jul 2019 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.01 L
▲ ₹627 gain · 0.6% / year
Invested 3 years ago
₹1.29 L
▲ ₹28.9k gain · 8.8% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹2.01 L
Gain / loss+₹20.6k
XIRR (annualised)7.23%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.02 L
Projected gain*+₹21.5k
*at this fund's historical rate of 7.23% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 65 other funds in Equity Scheme - Large Cap Fund

Same plan
1-year return
0.63%median 0.21% (+0.42%)
Rank #31 of 66Beats 52% of peers
3-year return
8.83%median 11.25% (-2.42%)
Rank #37 of 66Beats 36% of peers
Bumpiness (3Y)
11.33%median 13.86% (-2.54%)
Rank #4 of 66Less risky than 95% of peers
Worst-ever drop
-14.37%median -36.68% (+22.31%)
Rank #59 of 66Less risky than 11% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 3 of last 4 years were positive.

+9%
2016
+30%
2017
-1%
2018
+7%
2019
Best year
2017 · 30.47%
Worst year
2018 · -1.41%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
11.3%

The value swings roughly 11% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-14.37%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of DHFL Pramerica Large Cap Fund - Direct Plan - Bonus against other large cap funds.

Technical details (for the pros)
CAGR — 1 year0.63%
CAGR — 3 years8.83%
CAGR — 5 years—
CAGR — since launch12.62%
Volatility — 1 year (annualised)12.46%
Volatility — 3 years (annualised)11.33%
Max drawdown — 1 year-14.37%
Max drawdown — 3 years-14.37%
Sharpe ratio — 1 year (rf=6%)-0.44
Sharpe ratio — 3 years (rf=6%)0.23

Fund info

Fund house
DHFL Pramerica Mutual Fund
Category
Equity Scheme - Large Cap Fund
Plan
Direct
Option
Bonus
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
138314
First price on record
8 Mar 2016 · 836 daily prices

About DHFL Pramerica Large Cap Fund - Direct Plan - Bonus

DHFL Pramerica Large Cap Fund - Direct Plan - Bonus is a Equity Scheme - Large Cap Fund offered by DHFL Pramerica Mutual Fund under the Direct plan with the Bonus option. It has approximately 11 years of NAV track record. The fund falls in the large cap category — Invests in India's largest listed companies (top 100 by size). Generally steadier than mid or small cap funds, but slower growing.

The current NAV of DHFL Pramerica Large Cap Fund - Direct Plan - Bonus is ₹24.0200 (as of 28 Jul 2019). Historically, it has delivered 0.63% over the last year, 8.83% CAGR over 3 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 11.3% annualised volatility — a "moderate" level of bumpiness; its deepest peak-to-trough fall on record was 14.4%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of DHFL Pramerica Large Cap Fund - Direct Plan - Bonus?+

The latest NAV of DHFL Pramerica Large Cap Fund - Direct Plan - Bonus is ₹24.0200 as of 28 Jul 2019, up 0.00% from the previous day. NAV is updated once a business day after the market close.

What are the returns of DHFL Pramerica Large Cap Fund - Direct Plan - Bonus?+

DHFL Pramerica Large Cap Fund - Direct Plan - Bonus has delivered 1-year return 0.63%, 3-year CAGR 8.83%, since-inception CAGR 12.62%. Returns are historical and don't predict future performance — markets move in cycles.

What category does DHFL Pramerica Large Cap Fund - Direct Plan - Bonus belong to?+

DHFL Pramerica Large Cap Fund - Direct Plan - Bonus is categorised as Equity Scheme - Large Cap Fund. Invests in India's largest listed companies (top 100 by size). Generally steadier than mid or small cap funds, but slower growing.

How risky is DHFL Pramerica Large Cap Fund - Direct Plan - Bonus?+

Based on its 3-year annualised volatility of 11.3%, DHFL Pramerica Large Cap Fund - Direct Plan - Bonus sits in the "moderate" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is DHFL Pramerica Large Cap Fund - Direct Plan - Bonus a direct plan?+

DHFL Pramerica Large Cap Fund - Direct Plan - Bonus is a Direct plan (no distributor commission — lower expense ratio) with the Bonus option.

How old is DHFL Pramerica Large Cap Fund - Direct Plan - Bonus?+

DHFL Pramerica Large Cap Fund - Direct Plan - Bonus has NAV history available from 8 Mar 2016 — approximately 11 years of track record and 836 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.