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PGIM India Flexi Cap Fund - Regular Plan - Dividend Option

PGIM India · Flexi Cap
High
₹16.78
Current NAV
23 Oct 2026
-16.1%
1Y Return
-1.3%
3Y CAGR
-3.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 5.91).
  • Very large asset base (AUM: ₹14,960 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Flexi Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.91
Sharpe Ratio
0.51
Beta
5.91
Alpha
1.10
Sortino
Fund Details
Fund House PGIM India
Category Flexi Cap
AUM ₹14960 Cr
Expense Ratio 1.71%
Min SIP ₹500
Min Lumpsum ₹1000
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