PGIM India Equity Savings Fund

Hybrid | Equity Savings Mutual Funds
 | 3
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹1,000 ₹5,000 0.42 % 3★ ₹152 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹1,000 ₹5,000 0.42 %
Min SIP Min Lumpsum Expense Ratio
3★ ₹152 Cr 10 Years
Rating Fund Size Fund Age

Scheme 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.

Scheme Performance

Returns and Ranks ( as on 30 January 2023 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 4.2% 8.2% 7.3% 9.1%
Category Average 3.9% 14.6% 11.9% -

Scheme Allocation

Holding
Sector
Asset
Adani Ports
8.65%
Adani Enterp.
5.82%
Multi Comm. Exc.
4.28%
HDFC Bank
3.86%
ICICI Bank
3.69%
Others
73.7%
Cash & Others
53.55%
Debt
30.87%
Banks
14.58%
Finance
6.85%
Ferrous Metal
4.64%
Equity
69.03%
Net Curr Ass/Net Receivables
53.55%
T-Bills
13.69%
Reverse Repos
6.91%
Corporate Debentures
4.53%

Fund House Details

PGIM India Mutual Fund

PGIM India Equity Savings Fund

Fund Manager
Anandha Padmanabhan Anjen

Exit Load

Exit Load Nil

Advance Ratio

-0 0.19 0.15 0.01
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

PGIM India Mutual Fund
AUM:
16,492 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

Frequently Asked Questions

You can invest in PGIM India Equity Savings Fund 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 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"
The PGIM India Equity Savings Fund has delivered 9.1% since inception
The NAV of PGIM India Equity Savings Fund is ₹45.4 as of 30 January 2023.
The expense ratio of PGIM India Equity Savings Fund is 0.42 % as of 30 January 2023.
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”.
Invest Now