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EquityELSSDirect · Growth

PGIM India ELSS Tax Saver Fund - Direct Plan - Growth Option

PGIM India · Scheme 135601

40.65 0.42%NAV · 2026-08-05
53
Average FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
10.3%
Risk level
High
Min SIP
Benchmark
Nifty 500 TRI

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+1.96%
3 Months+6.39%
6 Months+3.02%
1 Year+1.98%
3 Years (CAGR)+10.34%
5 Years (CAGR)+11.23%
10 Years (CAGR)+13.91%
Since Launch+14.08%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns36
Consistency66
Risk-adjusted38
Downside protection49
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 10Y CAGR: +13.9%
  • Positive 3Y windows: 98% of rolling 3Y windows positive
  • Return stability: rolling-return std 7.0%
  • Volatility: 15% annualised
  • Direct plan: no distributor commission

What to watch

  • 3Y CAGR vs category: -3.0% vs category avg
  • 5Y CAGR vs category: -1.9% vs category avg
  • Beat category: beat category in 50% of windows
  • Sharpe ratio: 0.54

Risk metrics

Sharpe ratio
0.54
Sortino ratio
0.64
Volatility
15.12%
Max drawdown
-36.67%
Downside capture
89.50%

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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