InvestVerdict
PGIM India Multi Cap Fund
Direct Plan · Direct Growth · Multi Cap · Scheme code 152815
Fund housePGIM India Mutual Fund
CategoryMulti Cap
Plan & optionDirect · Direct Growth
History2.0 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 3.53 | 9.55 | 11.41 | 13.11 | — | — | — | — | 5.15 |
| Nifty 500 benchmark |
0.87 | 4.31 | 2.15 | 5.20 | 12.49 | 11.41 | — | — | 15.49 |
| Multi Cap category median |
— | — | — | 10.18 | 16.58 | 14.99 | — | 15.38 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 14.3% | -0.09 | -0.13 | 0.98 | 5.78% | -18.1% | 94.16 |
| Nifty 500 benchmark |
17.2% | 0.35 | 0.47 | — | — | -37.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 23 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 47 | 0.0% | 7.8% | 17.7% | 0% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.