InvestVerdict
PGIM India Dynamic Term Fund
Direct Plan · Direct Growth · Mutual fund · Scheme code 120084
Fund housePGIM India Mutual Fund
CategoryMutual fund
Plan & optionDirect · Direct Growth
History13.7 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | -0.06 | 1.97 | 1.98 | 4.59 | 7.13 | 6.28 | 6.52 | 7.47 | 7.96 |
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 | 2.7% | 0.23 | 0.37 | — | — | -4.1% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — 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 |
|---|---|---|---|---|
| 611 | 0.6% | 7.9% | 17.0% | 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.