Research & DIY Experimentation Only: This site is for educational and informational purposes only. No assurance is provided on data correctness and it is not SEBI-registered investment advice.
MF_135601

PGIM India ELSS Tax Saver Fund - Direct Plan - Growth Option

Equity Scheme - ELSS

Back to Home
End Amount
₹38,581.42
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
13.21%
MF_135601 Return
Benchmark CAGR
12.03%
Nifty 50
Inflation Adj. CAGR
8.15%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.95
Volatility vs Benchmark
Sharpe Ratio
0.48
Risk-Adjusted Return
Sortino Ratio
0.71
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 54% 20% 18%
60 days 53% 13% 11%
90 days 54% 10% 9%
180 days 58% 7% 5%
1Yr 62% 4% 3%
3Yr 65% 3% 2%
5Yr 95% 2% 1%
7Yr 100% 1% 0%
10Yr 100% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period PGIM India ELSS Tax Saver Fund - Direct Plan - Growth Option Nifty 50
30 days -8.4% | -64.3% | 19.5% | 186.2% 26.6% | -61.9% | 15.6% | 179.6%
60 days -29.5% | -50.4% | 18.4% | 132.0% -23.0% | -48.7% | 17.7% | 122.2%
90 days -20.1% | -41.8% | 16.6% | 117.4% -25.0% | -41.1% | 17.1% | 108.2%
1 Year -5.5% | -12.9% | 11.5% | 66.1% -10.0% | -14.3% | 12.6% | 57.9%
3 Years 9.4% | -0.2% | 15.1% | 29.7% 7.7% | 1.9% | 14.5% | 25.4%
5 Years 8.7% | 10.7% | 16.4% | 25.2% 6.4% | 7.8% | 15.1% | 22.5%
7 Years 13.8% | 13.5% | 15.5% | 17.4% 11.2% | 11.5% | 14.1% | 16.1%
10 Years 12.9% | 12.7% | 14.1% | 15.8% 11.7% | 11.4% | 12.8% | 15.2%
Periods of Negative Return (Drawdowns) 15 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 1, 2016 June 2, 2016 153 days 13% Nifty 50: 12% 10300 8991 10330
Sept. 8, 2016 March 11, 2017 184 days 15% Nifty 50: 12% 11768 10060 11918
Sept. 19, 2017 Oct. 28, 2017 39 days 5% Nifty 50: 4% 13966 13257 14016
Jan. 23, 2018 Aug. 18, 2018 207 days 9% Nifty 50: 9% 15045 13646 15045
Aug. 28, 2018 May 24, 2019 269 days 14% Nifty 50: 14% 15245 13077 15335
June 3, 2019 Oct. 31, 2019 150 days 10% Nifty 50: 11% 15604 14056 15624
Jan. 17, 2020 Nov. 7, 2020 295 days 37% Nifty 50: 38% 15964 10110 16174
Jan. 14, 2021 Feb. 3, 2021 20 days 6% Nifty 50: 7% 19560 18362 19680
March 3, 2021 May 7, 2021 65 days 5% Nifty 50: 6% 20599 19491 20749
Nov. 15, 2021 Jan. 4, 2022 50 days 7% Nifty 50: 8% 26134 24376 26314
Jan. 17, 2022 Nov. 5, 2022 292 days 17% Nifty 50: 16% 27303 22657 27313
Dec. 14, 2022 May 25, 2023 162 days 7% Nifty 50: 9% 28082 25994 28122
Sept. 11, 2023 Nov. 30, 2023 80 days 7% Nifty 50: 6% 31409 29101 31439
Sept. 23, 2024 Oct. 17, 2025 389 days 15% Nifty 50: 15% 40849 34725 40909
Nov. 20, 2025 Oct. 30, 2026 344 days 17% Nifty 50: 15% 41129 34326 38581