Pgim India Diversified Equity Fund


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Fund Performance Analysis

Pgim India Diversified Equity Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 25, 2022.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Pgim India Diversified Equity Fund Performance Analysis

Pgim India Diversified Equity Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Pgim India Diversified Equity Fund

Top Performing Funds in Multi Cap Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Mahindra Mutual Fund Badhat Yojana

1 The Mahindra Mutual Fund Badhat Yojana is a Multi Cap Fund. In the Multi Cap Fund category there are 17 funds. The fund has 14 KPIs that are in top quartile. The fund has 61% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Mahindra Mutual Fund Badhat Yojana performance snapshot section. 1.88% 22.83% -26.18% -20.91% 0.70 0.33 0.48

Quant Active Fund

2 The Quant Active Fund is a Multi Cap Fund. In the Multi Cap Fund category there are 17 funds. The fund has 18 KPIs that are in top quartile. The fund has 78% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Quant Active Fund performance snapshot section. 8.33% 33.94% -29.21% -23.50% 0.90 0.45 0.46

Pgim India Diversified Equity Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 25, 2022.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Pgim India Diversified Equity Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
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Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Multi Cap Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Hdfc Multi Cap Fund

0.68
1
2.12
2
3.82
2
6.66
2
21.34
2

Quant Active Fund

0.60
2
2.22
1
4.43
1
9.13
1
19.31
4
8.33
3
33.94
1
21.34
1

Nippon India Multi Cap Fund

0.60
3
1.65
5
2.11
10
6.47
3
22.07
1
13.54
1
20.26
5
12.10
3

Mirae Asset Focused Fund

0.58
4
1.70
3
3.06
4
2.49
16
9.71
17
-5.06
13
17.79
7

Icici Prudential Midcap Fund

0.53
5
1.28
10
1.16
15
3.32
13
16.16
7
2.69
6
21.19
3
10.57
6

Idfc Multi Cap Fund

0.34
6
1.62
6
2.05
11
4.43
11
15.41
10

Kotak Multicap Fund

0.33
7
1.20
11
1.81
12
6.20
4
21.15
3
8.92
2

Icici Prudential Multicap Fund

0.32
8
1.15
12
2.73
7
4.82
7
16.69
6
4.95
4
16.83
8
11.56
5

Invesco India Multicap Fund

0.31
9
1.45
7
2.23
9
4.78
9
15.71
8
-1.01
11
18.88
6
9.83
7

Baroda Multi Cap Fund

0.25
10
1.66
4
3.03
5
4.81
8
15.35
11
0.60
9
20.85
4
11.60
4

Iti Multi Cap Fund

0.20
11
1.37
8
2.89
6
5.24
5
17.30
5
-0.01
10
8.66
10

Aditya Birla Sun Life Multi-Cap Fund

0.16
12
1.13
14
0.89
16
2.71
14
12.29
15
-1.11
12

Bank Of India Flexi Cap Fund

0.15
13
1.31
9
3.38
3
4.51
10
15.51
9
2.91
5

Mahindra Mutual Fund Badhat Yojana

0.11
14
1.14
13
1.79
13
5.13
6
14.21
14
1.88
8
22.83
2
13.87
2

Axis Multicap Fund

0.10
15
0.90
17
1.41
14
2.55
15
14.86
12

Sbi Multicap Fund

0.09
16
1.09
15
-1.32
17
1.42
17
10.88
16

L&T Equity Fund

0.00
17
1.00
16
2.72
8
3.35
12
14.40
13
2.23
7
14.34
9
8.92
8
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Mirae Asset Focused Fund

-0.97
13
-1.76
11
-2.27
11
28.72
6

Baroda Multi Cap Fund

-0.43
11
-0.70
8
0.51
7
33.07
4
18.21
3

Icici Prudential Multicap Fund

0.19
6
-0.38
6
1.48
4
25.71
7
13.63
7

Icici Prudential Midcap Fund

0.54
4
0.08
5
2.25
3
29.33
5
17.17
4

Invesco India Multicap Fund

-0.30
10
-1.35
10
0.42
8
24.48
8
16.24
5

Iti Multi Cap Fund

-0.49
12
-4.19
12
-4.32
12
10.57
10

Mahindra Mutual Fund Badhat Yojana

-0.06
8
0.34
4
0.82
5
35.63
2
21.94
2

Nippon India Multi Cap Fund

0.99
1
1.88
2
6.18
1
34.69
3
13.79
6

Quant Active Fund

0.67
2
2.14
1
4.24
2
50.61
1
29.82
1

L&T Equity Fund

-0.29
9
-0.78
9
0.30
9
19.83
9
11.85
8

Bank Of India Flexi Cap Fund

0.26
5
0.55
3
0.65
6

Aditya Birla Sun Life Multi-Cap Fund

0.16
7
-0.63
7
-0.21
10

Kotak Multicap Fund

0.61
3
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Mirae Asset Focused Fund

-0.86
13
-1.45
11
-1.63
11
30.60
5

Baroda Multi Cap Fund

-0.34
12
-0.48
8
1.00
8
34.24
4
19.20
3

Icici Prudential Multicap Fund

0.27
6
-0.15
6
1.94
4
26.91
7
14.70
6

Icici Prudential Midcap Fund

0.61
4
0.32
5
2.74
3
30.57
6
18.27
4

Invesco India Multicap Fund

-0.17
9
-1.01
10
1.12
7
26.17
8
17.81
5

Iti Multi Cap Fund

-0.30
11
-3.68
12
-3.28
12
13.02
10

Mahindra Mutual Fund Badhat Yojana

0.10
8
0.79
4
1.73
5
38.12
2
24.09
2

Nippon India Multi Cap Fund

1.05
1
2.08
2
6.57
1
35.58
3
14.56
7

Quant Active Fund

0.81
2
2.55
1
5.11
2
52.67
1
31.33
1

L&T Equity Fund

-0.23
10
-0.60
9
0.67
9
20.71
9
12.64
8

Bank Of India Flexi Cap Fund

0.35
5
0.94
3
1.37
6

Aditya Birla Sun Life Multi-Cap Fund

0.24
7
-0.20
7
0.60
10

Kotak Multicap Fund

0.77
3
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Mirae Asset Focused Fund

-17.02
2
-29.04
5
-9.70
10
21.74
5
16.98
6

Baroda Multi Cap Fund

-20.36
4
-24.20
1
-7.60
1
19.85
1
15.13
1

Icici Prudential Multicap Fund

-19.79
3
-31.34
7
-7.87
2
21.67
4
16.55
4

Icici Prudential Midcap Fund

-24.13
10
-34.27
9
-9.42
9
24.02
9
18.80
9

Invesco India Multicap Fund

-22.30
8
-28.62
3
-8.60
6
21.80
6
17.05
7

Iti Multi Cap Fund

-20.97
6
-31.92
8
-9.37
8
22.33
7
17.31
8

Mahindra Mutual Fund Badhat Yojana

-20.91
5
-26.18
2
-8.29
4
20.79
3
15.96
3

Nippon India Multi Cap Fund

-22.09
7
-36.48
10
-8.27
3
25.44
10
19.58
10

Quant Active Fund

-23.50
9
-29.21
6
-9.18
7
22.99
8
16.85
5

L&T Equity Fund

-16.96
1
-28.98
4
-8.30
5
19.97
2
15.33
2
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Mirae Asset Focused Fund

0.65
3
0.30
3
0.49
3
0.49
1.52
4 0.98 4
0.94
2
0.13
7
18.01
6
0.01
5

Baroda Multi Cap Fund

0.59
4
0.28
4
0.49
4
0.47
3.25
3 0.91 9
0.91
5
0.16
4
20.92
4
0.02
4

Icici Prudential Multicap Fund

0.37
8
0.19
8
0.31
8
0.48
-1.90
7 1.01 2
0.94
3
0.12
8
16.01
8
-0.02
7

Icici Prudential Midcap Fund

0.44
5
0.22
5
0.35
6
0.48
-4.12
8 0.97 5
0.96
1
0.17
3
21.93
3
-0.05
8

Invesco India Multicap Fund

0.43
6
0.21
6
0.37
5
0.49
0.12
5 0.98 3
0.91
6
0.14
5
18.04
5
-0.00
6

Iti Multi Cap Fund

0.21
10
0.13
10
0.23
10
0.51
-8.89
9 0.97 6
0.89
7
0.04
9
8.31
9
-0.09
9

Mahindra Mutual Fund Badhat Yojana

0.70
2
0.33
2
0.54
2
0.48
6.76
2 0.97 7
0.93
4
0.19
2
23.08
2
0.06
2

Nippon India Multi Cap Fund

0.39
7
0.21
7
0.32
7
0.48
-0.22
6 1.12 1
0.87
8
0.14
6
16.96
7
0.02
3

Quant Active Fund

0.90
1
0.45
1
0.67
1
0.46
17.80
1 0.96 8
0.78
9
0.31
1
32.31
1
0.17
1

L&T Equity Fund

0.31
9
0.16
9
0.28
9
0.50

Pgim India Diversified Equity Fund Additional Return Analysis

Pgim India Diversified Equity Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee
Direct Plan Value of 1000 Rupee
Fund Information
Fund Launch Date: 11/Feb/2015
Fund Category: Multi Cap Fund
Investment Objective: To generate income & capital appreciation by predominantly investing in an actively managed diversified portfolio of equity & equity related instruments including derivatives.
Fund Description: An open ended equity scheme investing across large cap, mid cap, small cap stocks
Fund Benchmark: S&P BSE 200 TR Index
Source: Fund FactSheet


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.





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