PGIM India Equity Savings Fund Direct Growth
Scheme code: INF223J01QD0
NAV value:
₹ 56.1725
NAV date: 19 March, 2026
TER: 0.59%
Fund option: Direct
Fund type: Growth
Asset class: Hybrid
Asset category: Equity Savings
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -9.36 | 30.12 | 8.20 | 9.35 | 8.62 |
| 3 year | 1.43 | 14.51 | 8.51 | 9.01 | 10.96 |
| 5 year | 4.42 | 12.25 | 8.77 | 8.88 | 10.67 |
| 7 year | 7.22 | 10.54 | 8.36 | 8.68 | 9.71 |
| 10 year | 8.01 | 9.84 | 9.23 | 8.97 | 9.24 |
| 12 year | 8.92 | 9.62 | 9.21 | 9.22 | 9.62 |
SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,48,566 - Absolute Returns: ₹48,566 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,77,489 - Absolute Returns: ₹4,77,489 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹73,97,478 - Absolute Returns: ₹13,97,478 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,12,79,839 - Absolute Returns: ₹28,79,839 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,85,04,478 - Absolute Returns: ₹65,04,478 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,44,01,962 - Absolute Returns: ₹1,00,01,962 - CAGR: %Drawdown Metrics
Max Drawdown
-16.24 %
Drawdown Duration
2 months
Recovery Time
8 months
Avg Drawdown
-0.87 %
Calmar Ratio by Duration
1
Y
0.5757
3
Y
0.5548
5
Y
0.5468
7
Y
0.5344
10
Y
0.5523
12
Y
0.5677