Overview / Mutual Fund Discovery / Open Ended Schemes ( Equity Scheme - ELSS ) / AMFI 138391

PGIM India Tax Plan-GROWTH

PGIM India Mutual Fund • Open Ended Schemes ( Equity Scheme - ELSS ) • Regular Plan • Growth

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2019-07-28)
₹30.4300
AMFI Code / ISIN
138391 / INF223J01358
Category Peer Standing
#102 of 138 ranked peers in Open Ended Schemes ( Equity Scheme - ELSS ) by 3Y Sortino
Historical Track
2016-03-08 to 2019-07-28 (837 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
-2.77% p.a.
3Y CAGR
+7.75% p.a.
5Y CAGR
N/A
10Y CAGR
N/A
Since Inception CAGR
+12.53% p.a.
Sortino Ratio (3Y)
0.14
Sharpe Ratio (3Y)
0.10
Calmar Ratio
0.51
Annualized Volatility (3Y)
+11.96%
Maximum Drawdown
-15.10%
1Y / 3Y / 5Y Rolling Mean CAGR
+12.39% / +12.56% / N/A

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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