PGIM India Equity Savings Fund Direct Growth

Hybrid
Equity Savings
Low to Moderate Risk
7.02%
3Y annualised
-0.08% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 07 Oct 2024₹52.97
Min. SIP amount₹1,000
Rating3
Fund size₹79.02Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns10.7%7.0%8.9%9.2%
Category average16.0%9.0%10.4%NA
Rank with in category222121NA
Understand terms

Holdings (62)

NameSectorInstrumentAssets
FinancialEquity9.44%
FinancialEquity8.18%
ConstructionEquity7.73%
Metals & MiningEquity7.72%
GOI
SovereignGOI Sec6.43%
TechnologyEquity6.09%
Consumer StaplesEquity4.94%
SovereignGOI Sec3.87%
SovereignGOI Sec3.86%
ServicesEquity3.75%
See All

Pros and cons

Category: Hybrid Equity Savings

Pros

Exit load is zero
Lower expense ratio: 0.52%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
10Y annualised returns higher than category average by 0.5%

Cons

Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y

Expense ratio, exit load and tax

Expense ratio: 0.52%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

Fund management

Vivek Sharma
Apr 2024 - Present
View details

Education
Mr. Sharma is a PGDM Finance
Experience
Prior to joining PGIM India Asset Management Pvt. Ltd. - Equity Analyst and Asst. Fund Manager, he has worked with ICICI Securities Ltd. - Equity Analyst and JP Morgan Services India Pvt. Ltd.- Associate - Investment Banking.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
204, 2nd Floor, Jalaram Business Centre,Ganjawala LaneNear Chamunda Circle, Borivali (W) Mumbai 400092
Phone
022-61593000 / 1800-266-2667
Launch Date
13 May 2010
E-mail
NA
PGIM India Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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