PGIM India Equity Savings Fund · Regular · Growth
NAV
₹50.3732
as of 17 Jun 2026
Expense Ratio
1.32%
AUM
₹65 Cr
Lumpsum returns (CAGR)
- 1Y
- +2.70%
- 3Y
- +6.04%
- 5Y
- +5.90%
- Since Inception
- +7.50%
SIP returns (XIRR)
- 1Y
- +2.49%
- 3Y
- +4.86%
- 5Y
- +5.54%
- Since Inception
- +7.38%
SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹1,34,000
Invested
₹3,25,649
Value today
7.3%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹4,988
Value today
7.5%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹13,40,000
Withdrawn
₹17,31,055
Corpus left
+₹20,71,055 net gain — withdrew ₹13,40,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹29,23,791
Value today
-2.3%
vs lumpsum
Direct lumpsum would have beaten STP by 2.3% — but STP reduced timing risk
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹1,76,693
Value today
1.8×
Multiple
Staying invested through that crash turned ₹1L into ₹1,76,693 — a 1.8× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised-0.71
Sharpe Ratio
—
Alpha
—
Beta
-0.68
Sortino
2.98%
Std Dev
-3.18%
Max Drawdown
Performance Comparison
Thinking about PGIM India Equity Savings Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
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