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MF_149019

PGIM India Small Cap Fund - Direct Plan- Growth Option

Equity Scheme - Small Cap Fund

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End Amount
₹18,568.61
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
12.52%
MF_149019 Return
Benchmark CAGR
8.60%
Nifty 50
Inflation Adj. CAGR
7.60%
Real Annualized Return
Alpha
0.07
Excess Return vs Benchmark
Beta
0.98
Volatility vs Benchmark
Sharpe Ratio
0.50
Risk-Adjusted Return
Sortino Ratio
0.83
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 60% 47% 32%
60 days 59% 32% 19%
90 days 57% 28% 16%
180 days 57% 18% 10%
1Yr 63% 7% 5%
3Yr 86% 4% 1%
5Yr 100% 6% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period PGIM India Small Cap Fund - Direct Plan- Growth Option Nifty 50
30 days -46.4% | -71.1% | 19.3% | 240.1% 26.6% | -58.7% | 9.4% | 163.3%
60 days -40.6% | -56.5% | 19.2% | 131.7% -23.0% | -41.6% | 7.5% | 94.7%
90 days -13.6% | -42.9% | 16.2% | 99.6% -25.0% | -31.7% | 9.4% | 61.0%
1 Year 4.8% | -6.4% | 10.5% | 38.7% -10.0% | -6.8% | 9.1% | 30.9%
3 Years 14.5% | 9.8% | 16.0% | 20.5% 7.7% | 6.3% | 12.9% | 18.1%
5 Years 11.2% | 10.9% | 14.0% | 15.9% 6.4% | 5.6% | 7.2% | 10.1%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 9 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Oct. 18, 2021 Nov. 9, 2021 22 days 7% Nifty 50: 4% 11372 10612 11402
Nov. 10, 2021 Jan. 1, 2022 52 days 7% Nifty 50: 8% 11422 10573 11540
Jan. 17, 2022 July 15, 2023 544 days 25% Nifty 50: 16% 12083 9112 12093
Feb. 27, 2024 April 4, 2024 37 days 9% Nifty 50: 2% 14176 12962 14215
May 17, 2024 June 7, 2024 21 days 6% Nifty 50: 2% 14758 13929 14995
Sept. 23, 2024 Oct. 15, 2024 22 days 6% Nifty 50: 4% 17631 16644 17670
Oct. 16, 2024 Sept. 17, 2025 336 days 21% Nifty 50: 11% 17700 13899 17769
Sept. 19, 2025 May 7, 2026 230 days 16% Nifty 50: 12% 17858 14965 17858
Aug. 31, 2026 Oct. 30, 2026 60 days 11% Nifty 50: 8% 20227 18065 18569