PGIM India Equity Savings Fund-Dir Growth

Hybrid · Equity Savings
 · ★★★
₹ 1,000
Min SIP
₹ 5,000
Min Lumpsum
0.52 %
Expense Ratio
★★★
Rating
90
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 10 May 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 9.4% 8% 8.6% 9.1%
Category Average 19.1% 15.1% 15.6% -

Scheme Allocation

By Holding
By Sector
By Asset
7.88%
6.27%
Others
67.33%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 7.88%
Bajaj Finance Finance Equity 6.81%
Ambuja Cements Cement Equity 6.73%
JSW Steel Steel Equity 6.27%
Tech Mahindra IT - Software Equity 4.98%
Grasim Inds Textiles Equity 4.54%
Dabur India FMCG Equity 3.41%
Tata Steel Steel Equity 3.38%
Adani Ports Marine Port & Services Equity 2.9%
Zee Entertainmen Entertainment Equity 2.51%
Federal Bank Banks Equity 1.87%
ICICI Bank Banks Equity 1.5%
Kotak Mah. Bank Banks Equity 1.42%
Reliance Industr Refineries Equity 1.22%
IndusInd Bank Banks Equity 1.08%
TCS IT - Software Equity 1.08%
Havells India Consumer Durables Equity 1.08%
Godrej Consumer FMCG Equity 1.07%
Axis Bank Banks Equity 0.96%
L&T Finance Ltd Finance Equity 0.9%
Bharti Airtel Telecomm-Service Equity 0.87%
UltraTech Cem. Cement Equity 0.81%
Maruti Suzuki Automobile Equity 0.77%
Varun Beverages FMCG Equity 0.68%
Avenue Super. Retail Equity 0.65%
Larsen & Toubro Infrastructure Developers & Operators Equity 0.56%
Max Healthcare Healthcare Equity 0.52%
Coforge IT - Software Equity 0.49%
Mankind Pharma Pharmaceuticals Equity 0.44%
ICICI Lombard Insurance Equity 0.4%
J B Chem & Pharm Pharmaceuticals Equity 0.38%
Cholaman.Inv.&Fn Finance Equity 0.36%
Titan Company Diamond, Gems and Jewellery Equity 0.35%
SRF Chemicals Equity 0.31%
Indraprastha Gas Gas Distribution Equity 0.31%
Tube Investments Steel Equity 0.3%
Interglobe Aviat Air Transport Service Equity 0.28%
CG Power & Indu. Capital Goods - Electrical Equipment Equity 0.26%
Hind. Unilever FMCG Equity 0.23%
M & M Automobile Equity 0.21%
L&T Technology IT - Software Equity 0.2%
United Spirits Alcoholic Beverages Equity 0.2%
Zomato Ltd E-Commerce/App based Aggregator Equity 0.18%
Shriram Finance Finance Equity 0.17%
HDFC Life Insur. Insurance Equity 0.16%
Motherson Wiring Auto Ancillaries Equity 0.15%
ACC Cement Equity 0.08%
Can Fin Homes Finance Equity 0.08%
Piramal Enterp. Finance Equity 0.08%
Cash & Others
54.08%
Debt
29.55%
Banks
17.16%
Cement & Cement Products
10.73%
Ferrous Metals
8.55%
Equity
72.07%
Net Curr Ass/Net Receivables
56.11%
Govt Securities / Sovereign
15.57%
Reverse Repos
6.4%
T-Bills
5.36%

Advance Ratio

0.39
Alpha
0.69
SD
0.15
Beta
0.62
Sharpe

Exit Load

Exit Load Nil

Fund Objective

The investment objective of the scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be realized or that income will be generated and the scheme does not assure or guarantee any returns.

Fund Managers

Anandha Padmanabhan Anjen

With thirteen (13) years of experience in equity and financial markets, Mr Anandha Padmanabhan is associated with PGIM India Mutual Fund as Fund Manager – Equities. He conducts fundamental research on listed companies and manages investments. His areas of expertise include performance measurement, fundamental equity research, performance attribution, etc.

Mr Anandha Padmanabhan joined PGIM AMC as AVP – Research in March 2019. Before joining PGIM AMC, he worked with Renaissance Investment Managers as Senior Investment Analyst, Canara Robeco AMC as Equity Research Analyst, National Stock Exchange of India Limited as Senior Executive Officer, and ICICI Bank as Executive Trainee. Mr Padmanabhan is a CFA Charter Holder (CFA Institute, USA). He currently manages Equity Savings Fund, Flexi Cap Fund, etc., at PGIM AMC.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

PGIM India Mutual Fund
AUM:
23,240 Cr
Address:
4th Floor, C Wing, Laxmi Towers, Bandra Kurla Complex, Bandra (East), Mumbai - 400 051
Contact:
022-61593000
Email ID:
care@pgimindia.co.in

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Frequently Asked Questions

How to invest in PGIM India Equity Savings Fund-Dir Growth ?

You can invest in PGIM India Equity Savings Fund-Dir Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for PGIM India Equity Savings Fund-Dir Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of PGIM India Equity Savings Fund-Dir Growth ?

The NAV of PGIM India Equity Savings Fund-Dir Growth is ₹50.8 as of 10 May 2024.

How to redeem PGIM India Equity Savings Fund-Dir Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of PGIM India Equity Savings Fund-Dir Growth?

The minimum SIP amount of PGIM India Equity Savings Fund-Dir Growth is ₹1000

What are the top sectors PGIM India Equity Savings Fund-Dir Growth has invested in?

The top sectors PGIM India Equity Savings Fund-Dir Growth has invested in are
  1. Cash & Others - 54.08%
  2. Debt - 29.55%
  3. Banks - 17.16%
  4. Cement & Cement Products - 10.73%
  5. Ferrous Metals - 8.55%

Can I make investments in both the SIP and Lump Sum schemes of PGIM India Equity Savings Fund-Dir Growth?

Yes, You can select both SIP or Lumpsum investment of PGIM India Equity Savings Fund-Dir Growth based on your investment objective and risk tolerance.

How much returns have PGIM India Equity Savings Fund-Dir Growth generated ?

The PGIM India Equity Savings Fund-Dir Growth has delivered 9.1% since inception

What is the expense ratio of PGIM India Equity Savings Fund-Dir Growth ?

The expense ratio of PGIM India Equity Savings Fund-Dir Growth is 0.52 % as of 10 May 2024.

What is the AUM of PGIM India Equity Savings Fund-Dir Growth?

The AUM of PGIM India Equity Savings Fund-Dir Growth is ₹23,240 Cr as of 10 May 2024

What are the top stock holdings of PGIM India Equity Savings Fund-Dir Growth?

The top stock holdings of PGIM India Equity Savings Fund-Dir Growth are
  1. HDFC Bank - 7.88%
  2. Bajaj Finance - 6.81%
  3. Ambuja Cements - 6.73%
  4. JSW Steel - 6.27%
  5. Tech Mahindra - 4.98%

How can I redeem my investments in PGIM India Equity Savings Fund-Dir Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select PGIM India Equity Savings Fund-Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now