PGIM India Equity Savings Fund

Hybrid · Equity Savings
 · ★★★
1,000
Min SIP
5,000
Min Lumpsum
0.48 %
Expense Ratio
★★★
Rating
121
Fund Size (in Cr)
10 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 26 May 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 7.2% 12.7% 8% 9.1%
Category Average 16.6% 28.4% 13.5% -

Scheme Allocation

By Holding
By Sector
By Asset
ICICI Bank
7.6%
Reliance Industr
6.44%
HDFC Bank
5.65%
Kotak Mah. Bank
5.18%
Bajaj Finance
5.13%
Others
70%
Cash & Others
52.38%
Debt
31.3%
Banks
20.6%
IT-Software
6.5%
Petroleum Products
6.44%
Equity
68.73%
Net Curr Ass/Net Receivables
52.38%
Reverse Repos
15.67%
T-Bills
8.01%
Govt Securities / Sovereign
6.04%

Advance Ratio

0.54
Alpha
1.09
SD
0.21
Beta
0.87
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:
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

How to invest in PGIM India Equity Savings Fund ?

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"

What is the NAV of PGIM India Equity Savings Fund ?

The NAV of PGIM India Equity Savings Fund is ₹46.7 as of 26 May 2023.

How to redeem PGIM India Equity Savings Fund 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?

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

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

The top sectors PGIM India Equity Savings Fund has invested in are
  1. ICICI Bank - 7.6%
  2. Reliance Industr - 6.44%
  3. HDFC Bank - 5.65%
  4. Kotak Mah. Bank - 5.18%
  5. Bajaj Finance - 5.13%

How much returns have PGIM India Equity Savings Fund generated ?

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

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

The expense ratio of PGIM India Equity Savings Fund is 0.48 % as of 26 May 2023.

What is the AUM of PGIM India Equity Savings Fund?

The AUM of PGIM India Equity Savings Fund is ₹16,492 Cr as of 26 May 2023

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

The top stock holdings of PGIM India Equity Savings Fund are
  1. ICICI Bank - 7.6%
  2. Reliance Industr - 6.44%
  3. HDFC Bank - 5.65%
  4. Kotak Mah. Bank - 5.18%
  5. Bajaj Finance - 5.13%
Invest Now