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EquityFlexi Cap FundDirect · Growth

PGIM India Flexi Cap Fund - Direct Plan - Growth Option

PGIM India · Scheme 133839

44.19 0.32%NAV · 2026-08-05
52
Average FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
11.8%
Risk level
High
Min SIP
Benchmark
Nifty 500 TRI

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+2.58%
3 Months+6.25%
6 Months+3.90%
1 Year+4.54%
3 Years (CAGR)+11.80%
5 Years (CAGR)+9.64%
10 Years (CAGR)+15.25%
Since Launch+13.93%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns39
Consistency56
Risk-adjusted39
Downside protection50
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 10Y CAGR: +15.2%
  • Positive 3Y windows: 99% of rolling 3Y windows positive
  • Return stability: rolling-return std 8.0%
  • Alpha vs benchmark: +3.0%
  • Direct plan: no distributor commission

What to watch

  • 3Y CAGR vs category: -2.3% vs category avg
  • 5Y CAGR vs category: -2.7% vs category avg
  • Beat category: beat category in 40% of windows
  • Sharpe ratio: 0.51

Risk metrics

Sharpe ratio
0.51
Sortino ratio
0.61
Volatility
15.89%
Max drawdown
-36.45%
Downside capture
89.40%

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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