MonitorDirect · Growth
PGIM India Equity Savings Fund
PGIM India Mutual FundHybrid Scheme - Equity Savings10.5 years
- NAV
- 57.958
- 15 Sept 2026
- 1Y
- +3.1%
- Trailing CAGR
- AUM
- ₹59.72 Cr
- 31 Aug 2026
- Volatility
- Low
- 4.8% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+3.1%
- 3Y+6.4%
- 5Y+6.1%
- 10Y+7.5%
- SI+7.9%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+2.6%
- 3Y+5.1%
- 5Y+6.1%
- 10Y+7.4%
- Since inception
- +7.9%
- Calendar-day CAGR
- Excess 1Y
- -0.9%
- Category median, same plan and option
- 3Y win rate
- +19%
- Windows beating the median
- 3Y percentile
- 0
- Vs comparable share classes
- Worst rolling 3Y
- +1.4%
- 1854 daily-ending windows
- Median rolling 3Y
- +8.1%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1361 daily-ending windows
- SIP 3Y XIRR
- +5.1%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 8 days
- 229 recovered episodes
- Longest recovery
- 228 days
- Trough to prior peak
- Current spell
- 43 days
- Days below latest peak
- Time below peak
- +76%
- NAV observations
17 Jan 2020 – 6 Nov 2020
Trough 23 Mar 2020 · recovered in 228 days
-16.2%
28 Aug 2018 – 13 Mar 2019
Trough 11 Oct 2018 · recovered in 153 days
-4.8%
29 Jan 2018 – 9 Jul 2018
Trough 23 Mar 2018 · recovered in 108 days
-4.0%
11 Feb 2026 – 22 Jun 2026
Trough 30 Mar 2026 · recovered in 84 days
-3.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
44
Consistency
28
Risk-adjusted
52
Drawdown
59
Mean
37
Portfolio
31 Aug 2026 · 62 holdings · top 10 are 106.9%.
- Top 5
- 79.1%
- Top 10
- 106.9%
- Largest holding
- 49.0%
- Effective holdings
- 3.5
Net Receivables
Unspecified
49.0%
GOVERNMENT OF INDIA 34208 GOI 08AP34 7.1 FV RS 100
Entities
8.6%
Tata Steel Ltd
Materials
7.5%
HDFC Bank Ltd
Financial
7.4%
Reliance Industries Ltd
Energy & Utilities
6.4%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Edelweiss Equity Savings Fund
Edelweiss Mutual Fund
- 1Y
- +7.5%
- 3Y
- +11.1%
- Vol
- 4.8%
- Max DD
- -9.5%
- Sharpe
- 1.06
- 3Y win
- +94%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Bajaj Finserv Equity Savings Fund
Bajaj Finserv Mutual Fund
- 1Y
- +4.8%
- 3Y
- n/a
- Vol
- 2.3%
- Max DD
- -1.3%
- Sharpe
- -0.22
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher TER · Lower trailing returns
LIC MF Equity Savings Fund
LIC Mutual Fund
- 1Y
- +2.3%
- 3Y
- +8.1%
- Vol
- 6.8%
- Max DD
- -7.5%
- Sharpe
- 0.49
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Higher TER
quant Equity Savings Fund
quant Mutual Fund
- 1Y
- +9.4%
- 3Y
- n/a
- Vol
- 5.8%
- Max DD
- -5.0%
- Sharpe
- 0.66
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Higher TER
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund)
Sundaram Mutual Fund
- 1Y
- +2.3%
- 3Y
- +9.0%
- Vol
- 5.7%
- Max DD
- -6.2%
- Sharpe
- 0.71
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Higher TER