MF
MFGenie.ai
Flexi Cap📊 NIFTY 500 TRI(SEBI default)

PGIM India Flexi Cap Fund · Regular · Growth

PGIM India Mutual Fund

#25 of 38 (1Y)

NAV

₹35.9600

as of 17 Jun 2026

Expense Ratio

1.79%

AUM

₹5,955 Cr

Viewing Regular · Growth
Compare Fund

Lumpsum returns (CAGR)

1Y
+0.47%
3Y
+9.89%
5Y
+9.35%
Since Inception
+12.04%

SIP returns (XIRR)

1Y
+1.37%
3Y
+6.01%
5Y
+8.12%
Since Inception
+13.05%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹67,500

Invested

₹1,39,620

Value today

12.4%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹3,453

Value today

11.6%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹6,75,000

Withdrawn

₹20,56,701

Corpus left

+₹17,31,701 net gain — withdrew ₹6,75,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹21,25,978

Value today

+2.6%

vs lumpsum

STP beat direct lumpsum by 2.6% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹3,71,336

Value today

3.7×

Multiple

Staying invested through that crash turned ₹1L into ₹3,71,336 — a 3.7× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

-0.26

Sharpe Ratio

-0.03

Alpha

0.50

Beta

-0.26

Sortino

14.53%

Std Dev

-14.87%

Max Drawdown

Performance Comparison

Thinking about PGIM India Flexi Cap Fund · Regular · Growth?

Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.

+91

By submitting, you agree to our Privacy Policy. No spam, ever.

Fund Details

Fund HousePGIM India Mutual Fund
CategoryFlexi Cap
BenchmarkNIFTY 500 TRI ✓
Launch Date09 Mar 2015
AMFI Code133836
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹1,000
Exit Load10% of the units allotted may be redeemed/switched-out to debt schemes without any exit load within 90 days from the date of allotment; Any redemptions/switch-outs in excess of the above mentioned limit would be subject to an exit load of 0.50%, if the units are redeemed/switched-out to debt schemes within 90 days from the date of allotment of units; Nil - If the units are redeemed/ switched-out after 90 days from the date of allotment of units; No exit load will be charged for switches and STP between any open-ended equity schemes, hybrid schemes and fund of funds schemes

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

PGIM India Flexi Cap Fund · Regular · Growth aims to generate long-term capital appreciation by investing across companies of all market capitalisations — large, mid, and small cap — without any restriction on allocation. The fund manager has the flexibility to dynamically shift between segments based on market conditions.

About This Fund

PGIM India Flexi Cap Fund · Regular · Growth is a Flexi Cap mutual fund offered by PGIM India Mutual Fund. The fund has been operational for over 11 years. It manages assets worth ₹5,955 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 1.79%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations