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MF_133839

PGIM India Flexi Cap Fund - Direct Plan - Growth Option

Equity Scheme - Flexi Cap Fund

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End Amount
₹41,993.99
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
13.11%
MF_133839 Return
Benchmark CAGR
10.00%
Nifty 50
Inflation Adj. CAGR
8.04%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
1.00
Volatility vs Benchmark
Sharpe Ratio
0.48
Risk-Adjusted Return
Sortino Ratio
0.72
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 55% 25% 17%
60 days 57% 17% 11%
90 days 56% 15% 9%
180 days 56% 11% 6%
1Yr 60% 8% 5%
3Yr 65% 5% 2%
5Yr 99% 4% 0%
7Yr 100% 3% 0%
10Yr 100% 2% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period PGIM India Flexi Cap Fund - Direct Plan - Growth Option Nifty 50
30 days -9.1% | -67.8% | 19.7% | 201.7% 26.6% | -62.4% | 13.5% | 175.5%
60 days -31.3% | -53.0% | 17.3% | 150.4% -23.0% | -47.6% | 15.9% | 119.7%
90 days -20.4% | -43.3% | 14.0% | 133.4% -25.0% | -40.2% | 14.5% | 105.5%
1 Year -4.6% | -8.7% | 10.9% | 79.9% -10.0% | -13.2% | 11.8% | 57.5%
3 Years 10.7% | 1.9% | 14.1% | 33.0% 7.7% | 2.1% | 14.2% | 25.0%
5 Years 7.0% | 5.1% | 18.6% | 26.1% 6.4% | 3.6% | 14.6% | 22.3%
7 Years 16.2% | 14.4% | 17.0% | 19.2% 11.2% | 11.1% | 13.9% | 16.0%
10 Years 14.3% | 13.9% | 15.4% | 17.0% 11.7% | 11.3% | 13.0% | 15.0%
Periods of Negative Return (Drawdowns) 15 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
April 13, 2015 July 4, 2015 82 days 8% Nifty 50: 10% 10371 9499 10421
Aug. 7, 2015 July 30, 2016 358 days 21% Nifty 50: 18% 10862 8587 10872
Sept. 8, 2016 March 11, 2017 184 days 14% Nifty 50: 12% 11423 9790 11573
Jan. 23, 2018 May 24, 2019 486 days 16% Nifty 50: 9% 14489 12164 14529
June 3, 2019 Oct. 30, 2019 149 days 12% Nifty 50: 11% 14719 12946 14719
Feb. 12, 2020 July 21, 2020 160 days 36% Nifty 50: 37% 15671 9960 15701
Sept. 17, 2020 Oct. 13, 2020 26 days 7% Nifty 50: 6% 17234 16032 17285
Jan. 13, 2021 Feb. 3, 2021 21 days 6% Nifty 50: 6% 21683 20431 21874
March 3, 2021 April 7, 2021 35 days 5% Nifty 50: 6% 22756 21603 22906
Nov. 10, 2021 Jan. 12, 2022 63 days 8% Nifty 50: 8% 31112 28577 31162
Jan. 17, 2022 July 5, 2023 534 days 23% Nifty 50: 16% 31453 24359 31473
Sept. 11, 2023 Dec. 1, 2023 81 days 7% Nifty 50: 6% 32966 30571 33136
Sept. 23, 2024 Sept. 18, 2025 360 days 17% Nifty 50: 15% 43808 36232 43838
Oct. 29, 2025 Aug. 1, 2026 276 days 14% Nifty 50: 14% 44198 37836 44419
Aug. 25, 2026 Oct. 30, 2026 66 days 9% Nifty 50: 9% 44749 40872 41994