InvestVerdict
PGIM India Equity Savings Fund
Direct Plan · Direct IDCW · Equity Savings · Scheme code 138375
Fund housePGIM India Mutual Fund
CategoryEquity Savings
Plan & optionDirect · Direct IDCW
History10.5 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.46 | 3.24 | -4.41 | -1.70 | 0.09 | 0.05 | 0.98 | 0.00 | 0.62 |
| Nifty 100 benchmark |
0.25 | 3.49 | -1.52 | 1.84 | 10.52 | 9.38 | — | — | 12.79 |
| Equity Savings category median |
— | — | — | 5.69 | 9.88 | 8.69 | — | 8.95 | — |
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 | 8.1% | -0.80 | -0.87 | 0.37 | -8.26% | -23.6% | 45.04 |
| Nifty 100 benchmark |
17.1% | 0.23 | 0.32 | — | — | -37.0% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 82 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 |
|---|---|---|---|---|
| 439 | -13.8% | -0.2% | 16.3% | 54% |
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.