Research & DIY Experimentation Only: This site is for educational and informational purposes only. No assurance is provided on data correctness and it is not SEBI-registered investment advice.
MF_152382

PGIM India Large and Midcap Fund - Direct Plan - Growth Option

Equity Scheme - Large & Mid Cap Fund

Back to Home
End Amount
₹12,347.14
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
8.11%
MF_152382 Return
Benchmark CAGR
2.89%
Nifty 50
Inflation Adj. CAGR
4.14%
Real Annualized Return
Alpha
0.07
Excess Return vs Benchmark
Beta
1.08
Volatility vs Benchmark
Sharpe Ratio
0.24
Risk-Adjusted Return
Sortino Ratio
0.34
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 65% 24% 14%
60 days 73% 15% 12%
90 days 75% 13% 10%
180 days 71% 10% 5%
1Yr 87% 4% 3%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period PGIM India Large and Midcap Fund - Direct Plan - Growth Option Nifty 50
30 days -15.1% | -62.2% | 12.1% | 161.0% 26.6% | -59.4% | 7.5% | 108.5%
60 days -35.9% | -44.5% | 11.9% | 92.6% -23.0% | -42.5% | 4.2% | 81.3%
90 days -25.9% | -39.0% | 8.2% | 72.3% -25.0% | -34.5% | 4.7% | 58.1%
1 Year -4.9% | -4.5% | 6.5% | 15.5% -10.0% | -10.1% | 2.9% | 13.6%
3 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
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) 3 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Sept. 23, 2024 June 25, 2025 275 days 15% Nifty 50: 15% 12633 10680 12653
Oct. 17, 2025 Aug. 1, 2026 288 days 15% Nifty 50: 13% 13077 11144 13294
Aug. 25, 2026 Oct. 30, 2026 66 days 9% Nifty 50: 9% 13363 12130 12347