What is the 5-year rolling return of PGIM India Flexi Cap Fund?

Across 1,635 overlapping 5-year holding periods between 9 March 2015 and 16 October 2026, the Direct plan of PGIM India Flexi Cap Fund returned an average of 17.59% a year, with a median of 18.68%. The best 5-year stretch returned 31.27% a year and the worst returned 0.14%.

Has PGIM India Flexi Cap Fund ever lost money over 5 years?

No. Every one of the 1,635 5-year holding periods in this fund's history ended in profit. The weakest returned 0.14% a year, for someone who invested on 23 March 2015. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of PGIM India Flexi Cap Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 17.59% a year on the Direct plan against 15.60% on the Regular plan, a difference of 1.98% a year.

What is the 1-year rolling return of PGIM India Flexi Cap Fund?

Across 2,619 overlapping 1-year holding periods between 9 March 2015 and 16 October 2026, the Direct plan of PGIM India Flexi Cap Fund returned an average of 16.44% a year, with a median of 10.92%. The best 1-year stretch returned 124.45% a year and the worst returned -23.74%.

What is the 3-year rolling return of PGIM India Flexi Cap Fund?

Across 2,128 overlapping 3-year holding periods between 9 March 2015 and 16 October 2026, the Direct plan of PGIM India Flexi Cap Fund returned an average of 16.31% a year, with a median of 14.12%. The best 3-year stretch returned 40.40% a year and the worst returned -5.24%.

What is the 7-year rolling return of PGIM India Flexi Cap Fund?

Across 1,139 overlapping 7-year holding periods between 9 March 2015 and 16 October 2026, the Direct plan of PGIM India Flexi Cap Fund returned an average of 16.99% a year, with a median of 17.00%. The best 7-year stretch returned 20.09% a year and the worst returned 13.38%.

What is the 10-year rolling return of PGIM India Flexi Cap Fund?

Across 400 overlapping 10-year holding periods between 9 March 2015 and 16 October 2026, the Direct plan of PGIM India Flexi Cap Fund returned an average of 15.37% a year, with a median of 15.41%. The best 10-year stretch returned 17.42% a year and the worst returned 13.69%.

PGIM India Mutual Fund

PGIM India Flexi Cap Fund — rolling returns

Flexi Cap · NAV data as of 16 October 2026

2,862 daily NAV records since 9 March 2015

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 1,635 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

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Another fund

Index or category average

Direct plan · showing data from 9 March 2015 to 16 October 2026

Average rolling return

17.59%

Windows computed

1,635

Median return

18.68%

Standard deviation

5.44%

Best 5-year window

31.27%a year

Invested 23 Mar 2020 · exited 21 Mar 2025

Worst 5-year window

0.14%a year

Invested 23 Mar 2015 · exited 23 Mar 2020

Consistency — share of 5-year windows

Above 0%: 100.0% (1,635 of 1,635)
Above 8%: 93.0% (1,521 of 1,635)
Above 12%: 82.1% (1,343 of 1,635)
Above 15%: 74.1% (1,212 of 1,635)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 328 of 1,635 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for PGIM India Flexi Cap Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	16.44%	16.31%	17.59%	16.99%	15.37%
Median	10.92%	14.12%	18.68%	17.00%	15.41%
Minimum	-23.74%	-5.24%	0.14%	13.38%	13.69%
Maximum	124.45%	40.40%	31.27%	20.09%	17.42%
Std deviation	21.74%	7.93%	5.44%	1.20%	0.67%
Consistency
Above 0%	79.65%	98.68%	100.00%	100.00%	100.00%
Above 8%	56.93%	91.07%	93.03%	100.00%	100.00%
Above 12%	47.65%	66.87%	82.14%	100.00%	100.00%
Above 15%	41.35%	43.33%	74.13%	94.38%	74.00%
Coverage
Windows computed	2,619	2,128	1,635	1,139	400

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.98% a year more than Regular.

5-year rolling returns for PGIM India Flexi Cap Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	17.59%	15.60%
Best window	31.27%from 23 Mar 2020	29.11%from 23 Mar 2020
Worst window	0.14%from 23 Mar 2015	-1.23%from 23 Mar 2015
Windows computed	1,635	1,635

Common questions about PGIM India Flexi Cap Fund

What is the 5-year rolling return of PGIM India Flexi Cap Fund?: Across 1,635 overlapping 5-year holding periods between 9 March 2015 and 16 October 2026, the Direct plan of PGIM India Flexi Cap Fund returned an average of 17.59% a year, with a median of 18.68%. The best 5-year stretch returned 31.27% a year and the worst returned 0.14%.
Has PGIM India Flexi Cap Fund ever lost money over 5 years?: No. Every one of the 1,635 5-year holding periods in this fund's history ended in profit. The weakest returned 0.14% a year, for someone who invested on 23 March 2015. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of PGIM India Flexi Cap Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 17.59% a year on the Direct plan against 15.60% on the Regular plan, a difference of 1.98% a year.
What is the 1-year rolling return of PGIM India Flexi Cap Fund?: Across 2,619 overlapping 1-year holding periods between 9 March 2015 and 16 October 2026, the Direct plan of PGIM India Flexi Cap Fund returned an average of 16.44% a year, with a median of 10.92%. The best 1-year stretch returned 124.45% a year and the worst returned -23.74%.
What is the 3-year rolling return of PGIM India Flexi Cap Fund?: Across 2,128 overlapping 3-year holding periods between 9 March 2015 and 16 October 2026, the Direct plan of PGIM India Flexi Cap Fund returned an average of 16.31% a year, with a median of 14.12%. The best 3-year stretch returned 40.40% a year and the worst returned -5.24%.
What is the 7-year rolling return of PGIM India Flexi Cap Fund?: Across 1,139 overlapping 7-year holding periods between 9 March 2015 and 16 October 2026, the Direct plan of PGIM India Flexi Cap Fund returned an average of 16.99% a year, with a median of 17.00%. The best 7-year stretch returned 20.09% a year and the worst returned 13.38%.
What is the 10-year rolling return of PGIM India Flexi Cap Fund?: Across 400 overlapping 10-year holding periods between 9 March 2015 and 16 October 2026, the Direct plan of PGIM India Flexi Cap Fund returned an average of 15.37% a year, with a median of 15.41%. The best 10-year stretch returned 17.42% a year and the worst returned 13.69%.

Compare with other funds

Other Flexi Cap funds

5-year rolling return (Direct)

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.