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MF_152815

PGIM India Multi Cap Fund - Direct Plan - Growth Option

Equity Scheme - Multi Cap Fund

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End Amount
₹10,356.79
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
1.66%
MF_152815 Return
Benchmark CAGR
-3.30%
Nifty 50
Inflation Adj. CAGR
-2.44%
Real Annualized Return
Alpha
0.09
Excess Return vs Benchmark
Beta
1.05
Volatility vs Benchmark
Sharpe Ratio
-0.12
Risk-Adjusted Return
Sortino Ratio
-0.16
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% 28% 18%
60 days 67% 21% 14%
90 days 64% 20% 12%
180 days 58% 18% 6%
1Yr 77% 8% 3%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period PGIM India Multi Cap Fund - Direct Plan - Growth Option Nifty 50
30 days -24.1% | -65.5% | 6.6% | 184.4% 26.6% | -64.3% | 3.0% | 104.5%
60 days -33.3% | -48.5% | 5.8% | 93.1% -23.0% | -44.8% | -1.2% | 74.1%
90 days -18.5% | -42.5% | 7.3% | 79.8% -25.0% | -38.8% | -0.2% | 56.2%
1 Year 0.7% | -0.6% | 7.3% | 16.4% -10.0% | -10.6% | 0.7% | 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. 26, 2024 Sept. 16, 2025 355 days 18% Nifty 50: 15% 10129 8295 10139
Oct. 29, 2025 June 17, 2026 231 days 14% Nifty 50: 14% 10327 8930 10367
Aug. 26, 2026 Oct. 30, 2026 65 days 9% Nifty 50: 8% 11090 10089 10357