PGIM India Tax Plan - Direct Plan - Growth (defunct)
PGIM India Mutual Fund · Equity · mandate: ≥80% in equities; 3-year lock-in (Sec 80C) · benchmark: NIFTY 500 TRI (TRI proxy)
AUM (all plans)
—
CAGR (full)
—
Sharpe (full)
—
Sharpe (bull ≤Sep-24)
—
Sharpe (sideways Oct-24→)
—
Max drawdown
-10.9%
Months of data
40
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
—
—
—
0
FY23
—
—
—
0
FY24
—
—
—
0
FY25
—
—
—
0
FY26
—
—
—
0
FY27*
—
—
—
0
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2016
+1.5
+3.8
+2.2
+6.6
+2.2
-0.4
+0.2
-6.9
-2.3
+6.6
2017
+6.7
+5.2
+5.0
+4.1
+2.1
+0.5
+4.4
-0.3
-0.9
+4.3
+1.7
+3.5
+42.6
2018
+0.1
-3.3
-3.4
+6.7
-1.9
-1.2
+4.6
+1.6
-6.5
-4.7
+4.1
-0.2
-4.9
2019
+0.1
-1.5
+8.2
+0.4
+2.7
-0.5
-4.4
+4.7
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard