HybridEquity SavingsDirect · Growth
PGIM India Equity Savings Fund - Direct Plan - Growth
PGIM India · Scheme 138376
₹58.65▼ 0.36%NAV · 2026-08-05
Average FundScore
AUM
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Expense ratio
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3Y CAGR
7.3%
Risk level
Moderate
Min SIP
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Benchmark
Nifty Equity Savings Index
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.01% |
| 3 Months | +3.06% |
| 6 Months | +2.45% |
| 1 Year | +4.94% |
| 3 Years (CAGR) | +7.25% |
| 5 Years (CAGR) | +6.65% |
| 10 Years (CAGR) | +7.87% |
| Since Launch | +8.11% |
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 →
Returns23
Consistency66
Risk-adjusted30
Downside protection90
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 1.8%
- ✓ Volatility: 5% annualised
- ✓ Max drawdown: -16%
- ✓ Direct plan: no distributor commission
What to watch
- • 3Y CAGR: +7.2%
- • 3Y CAGR vs category: -2.2% vs category avg
- • Beat category: beat category in 15% of windows
- • Sharpe ratio: 0.33
Risk metrics
Sharpe ratio
0.33
Sortino ratio
0.35
Volatility
4.87%
Max drawdown
-16.24%
Downside capture
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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.