PGIM India Equity Savings Fund · Regular · Growth
NAV
₹50.9332
as of 15 Jul 2026
Expense Ratio
1.32%
AUM
₹65 Cr
Lumpsum returns (CAGR)
- 1Y
- +3.41%
- 3Y
- +6.14%
- 5Y
- +5.77%
- Since Inception
- +7.52%
SIP returns (XIRR)
- 1Y
- +4.10%
- 3Y
- +5.28%
- 5Y
- +5.79%
- Since Inception
- +7.42%
What history actually did — last 10 years (Jul 2016 – Jul 2026)
A ₹5,000 monthly SIP for the last 10 years (Jul 2016 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹8,40,605 today — ₹6,00,000 invested, 6.6% XIRR.
₹6,00,000
Invested
₹8,40,605
Value today
6.6%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Jul 2016 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹1,92,002 today (6.7% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Jul 2016 would still hold ₹10,79,418.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Jul 2016 – Jul 2026) (22 Mar 2020) would be ₹1,80,441 today (1.80×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised-0.36
Sharpe Ratio
—
Alpha
—
Beta
-0.35
Sortino
2.99%
Std Dev
-3.18%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Investment Objective
PGIM India Equity Savings Fund · Regular · Growth by PGIM India Mutual Fund is a Equity Savings fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Equity Savings category.
About This Fund
PGIM India Equity Savings Fund · Regular · Growth is a Equity Savings mutual fund offered by PGIM India Mutual Fund. The fund has been operational for over 22 years. It manages assets worth ₹65.3 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Equity Savings Index. The current expense ratio is 1.32%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations