PGIM India Equity Savings Fund(G)

39.74 -0.06 (-0.14%) NAV as on 21-Jan-22

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return0.203.8511.049.018.077.98
Category Avg0.065.1711.339.848.078.37
Category Best4.245.116.6112.169.989.88
Category Worst0.35-0.99-2.933.465.390.12

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
20215.103.500.832.43
20206.293.997.92-11.79
20191.941.172.734.39
20182.251.12-0.59-1.31
20171.33-0.164.705.48

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202112.351224NA
20205.222124NA
201910.6224NA
20181.431021NA
201711.721216NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Mirae Asset Equity Savings Fund-Reg(G)14.7217-Dec-1814.0213.54-13.28
Mahindra Manulife Equity Savings Dhan Sanchay Yojana-Reg(G)15.6708-Feb-1714.3413.03-9.46
Sundaram Equity Savings Fund(G)50.6223-May-0216.6612.8810.438.59
SBI Equity Savings Fund-Reg(G)17.4727-May-1511.3611.759.418.74
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]5.7506
Semi Standard Deviation [%]0.0639
Beta [%]-0.2896
Sharp Ratio [%]0.4462
R-Square [%]-0.0866
Expense Ratio [%]1.2500
AVG Ratio [%]0.0047
Other Ratios
Jenson Ratio [%]0.0293
Treynor Ratio [%]-0.1075
Turnover Ratio [%]1.1900
FAMA Ratio [%]0.0440
SORTINO Ratio [%]-0.0979

Return Calculator

MARKET STATS As on 21/01/2022 As on 21/01/2022

17617.15 (-0.79) 59037.18 (-0.72)

TOP GAINERS

Company Price Change Gain (%)
Aspinwall & Co193.3032.2019.99
Shradha Infraproject68.4511.2519.67

TOP LOSERS

Company Price Change Loss (%)
Moksh Ornaments34.10-8.50-19.95
21.60-5.35-19.85

Portfolio Comparison

MUTUAL FUND ACTIVITY