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MF_125307

PGIM India Midcap Fund - Direct Plan - Growth Option

Equity Scheme - Mid Cap Fund

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End Amount
₹72,837.16
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
16.63%
MF_125307 Return
Benchmark CAGR
11.99%
Nifty 50
Inflation Adj. CAGR
11.37%
Real Annualized Return
Alpha
0.05
Excess Return vs Benchmark
Beta
0.98
Volatility vs Benchmark
Sharpe Ratio
0.63
Risk-Adjusted Return
Sortino Ratio
0.95
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 57% 42% 26%
60 days 58% 28% 18%
90 days 59% 23% 14%
180 days 61% 18% 10%
1Yr 64% 14% 7%
3Yr 77% 8% 6%
5Yr 76% 7% 1%
7Yr 100% 6% 0%
10Yr 100% 4% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period PGIM India Midcap Fund - Direct Plan - Growth Option Nifty 50
30 days -26.4% | -70.6% | 23.1% | 251.9% 26.6% | -61.7% | 14.7% | 178.8%
60 days -38.7% | -55.6% | 20.6% | 169.9% -23.0% | -46.0% | 17.4% | 119.6%
90 days -25.6% | -44.6% | 17.6% | 140.3% -25.0% | -38.5% | 16.2% | 103.2%
1 Year -5.0% | -14.9% | 11.5% | 101.0% -10.0% | -15.4% | 11.6% | 56.6%
3 Years 10.9% | -1.1% | 15.2% | 41.9% 7.7% | 2.9% | 13.5% | 24.2%
5 Years 8.6% | 2.7% | 19.7% | 33.3% 6.4% | 4.0% | 13.5% | 21.8%
7 Years 21.2% | 15.8% | 19.0% | 23.8% 11.2% | 11.1% | 13.7% | 15.8%
10 Years 15.4% | 15.0% | 17.3% | 19.7% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 23 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
July 7, 2014 Sept. 2, 2014 57 days 9% Nifty 50: 4% 13097 11908 13147
Sept. 15, 2014 Nov. 1, 2014 47 days 7% Nifty 50: 4% 13846 12837 13926
Dec. 4, 2014 Jan. 1, 2015 28 days 7% Nifty 50: 6% 14595 13556 14615
March 3, 2015 April 2, 2015 30 days 7% Nifty 50: 7% 16174 15115 16204
April 13, 2015 July 18, 2015 96 days 11% Nifty 50: 10% 16494 14625 16494
Aug. 5, 2015 Sept. 3, 2016 395 days 24% Nifty 50: 18% 17113 13057 17133
Oct. 5, 2016 March 16, 2017 162 days 16% Nifty 50: 9% 17912 15045 18032
May 16, 2017 June 20, 2017 35 days 5% Nifty 50: 2% 19520 18492 19530
June 21, 2017 Sept. 12, 2017 83 days 5% Nifty 50: 1% 19530 18511 19590
Sept. 19, 2017 Oct. 24, 2017 35 days 6% Nifty 50: 4% 19770 18661 19780
Jan. 15, 2018 Aug. 6, 2020 934 days 36% Nifty 50: 27% 21968 13966 22028
Sept. 16, 2020 Oct. 6, 2020 20 days 6% Nifty 50: 7% 24525 22977 24595
March 4, 2021 April 7, 2021 34 days 5% Nifty 50: 5% 34795 32887 34955
April 8, 2021 April 28, 2021 20 days 5% Nifty 50: 4% 35365 33526 35744
Oct. 18, 2021 Nov. 9, 2021 22 days 5% Nifty 50: 4% 49331 46653 49740
Nov. 9, 2021 Jan. 8, 2022 60 days 8% Nifty 50: 8% 49740 45874 49850
Jan. 17, 2022 Sept. 7, 2022 233 days 20% Nifty 50: 16% 50919 40989 50939
Sept. 15, 2022 June 20, 2023 278 days 12% Nifty 50: 6% 52018 45784 52058
Sept. 11, 2023 Nov. 29, 2023 79 days 8% Nifty 50: 6% 57023 52697 57243
Feb. 23, 2024 April 1, 2024 38 days 5% Nifty 50: 2% 61628 58292 61978
Sept. 23, 2024 Sept. 16, 2025 358 days 19% Nifty 50: 15% 77173 62408 77323
Sept. 18, 2025 Aug. 1, 2026 317 days 16% Nifty 50: 12% 77652 65045 78342
Aug. 25, 2026 Oct. 30, 2026 66 days 11% Nifty 50: 9% 79121 70719 72837