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PGIM India Equity Savings Fund - Annual Dividend option

PGIM India · Sectoral
Very High
₹14.73
Current NAV
04 Nov 2026
-4.0%
1Y Return
-1.1%
3Y CAGR
-1.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.81).
  • Very large asset base (AUM: ₹23,860 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Sectoral mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.81
Sharpe Ratio
0.81
Beta
1.81
Alpha
2.19
Sortino
Fund Details
Fund House PGIM India
Category Sectoral
AUM ₹23860 Cr
Expense Ratio 1.61%
Min SIP ₹500
Min Lumpsum ₹1000
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