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PGIM India Equity Savings Fund Direct Growth
Hybrid
Equity Savings
Low to Moderate Risk
+7.90%
3Y annualised
0.00% 1D
NAV: 16 Jan '26
₹57.15
Min. SIP amount
₹1,000
Fund size
₹67.41 Cr
Expense ratio
0.58%
Return calculator
Monthly SIP
One time
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,993 | +1.65% | |
| 3 years | ₹1,80,000 | ₹1,99,450 | +10.81% | |
| 5 years | ₹3,00,000 | ₹3,65,483 | +21.83% | |
| 10 years | ₹6,00,000 | ₹9,03,330 | +50.56% |
Holdings (58)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 9.88% |
| Reliance Industries Ltd. | Energy | Equity | 9.74% |
| Ambuja Cements Ltd. | Construction | Equity | 8.15% |
| GOI | Sovereign | GOI Sec | 7.63% |
| Tata Steel Ltd. | Metals & Mining | Equity | 7.49% |
| Bajaj Finance Ltd. | Financial | Equity | 7.39% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 5.17% |
| GOI | Sovereign | GOI Sec | 4.59% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 4.35% |
| NMDC Ltd. | Metals & Mining | Equity | 4.00% |
| Export-Import Bank Of India | Financial | Bonds | 3.16% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.55% |
| GOI | Sovereign | GOI Sec | 2.23% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.22% |
| Bharti Airtel Ltd. | Communication | Equity | 2.11% |
| ICICI Bank Ltd. | Financial | Equity | 1.95% |
| GOI | Sovereign | CGL | 1.54% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 1.49% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.24% |
| TVS Motor Company Ltd. | Automobile | Equity | 0.77% |
| GOI | Sovereign | GOI Sec | 0.74% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.68% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 0.62% |
| Eternal Ltd. | Services | Equity | 0.55% |
| Ultratech Cement Ltd. | Construction | Equity | 0.53% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 0.50% |
| Muthoot Finance Ltd. | Financial | Equity | 0.50% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 0.49% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.49% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 0.43% |
| Persistent Systems Ltd. | Technology | Equity | 0.39% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 0.35% |
| Solar Industries India Ltd. | Chemicals | Equity | 0.34% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.32% |
| SRF Ltd. | Chemicals | Equity | 0.28% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.28% |
| Cummins India Ltd. | Capital Goods | Equity | 0.28% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.24% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 0.23% |
| Axis Bank Ltd. | Financial | Equity | 0.22% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.17% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 0.16% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.15% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.12% |
| KPIT Technologies Ltd. | Technology | Equity | 0.10% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.10% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.01% |
| Bharti Airtel Ltd. | Communication | Futures | -1.19% |
| Larsen & Toubro Ltd. | Construction | Futures | -1.81% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | -2.23% |
| NMDC Ltd. | Metals & Mining | Futures | -4.01% |
| Adani Ports and Special Economic Zone Ltd. | Services | Futures | -4.38% |
| Titan Company Ltd. | Consumer Discretionary | Futures | -4.85% |
| Bajaj Finance Ltd. | Financial | Futures | -6.63% |
| Tata Steel Ltd. | Metals & Mining | Futures | -7.53% |
| Reliance Industries Ltd. | Energy | Futures | -7.96% |
| HDFC Bank Ltd. | Financial | Futures | -7.97% |
| Ambuja Cements Ltd. | Construction | Futures | -8.18% |
See All
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹1,000
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +7.9% | +8.0% | +8.2% | +8.9% |
| Category average (Hybrid Equity Savings) | +9.9% | +9.1% | +8.4% | -- |
| Rank (Hybrid Equity Savings) | 22 | 20 | 11 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
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%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Kotak Equity Savings Fund Direct Growth | +9.55% | +12.70% | 9,650.52 | |
Edelweiss Equity Savings Fund Direct Growth | +9.31% | +12.47% | 1,194.87 | |
DSP Equity Savings Fund Direct Growth | +7.16% | +10.89% | 3,904.77 | |
ICICI Prudential Equity Savings Fund Direct Growth | +8.04% | +9.10% | 18,060.45 | |
Bandhan Equity Savings Fund Direct Growth | +7.06% | +8.80% | 399.11 | |
| Compare | ||||
Fund management
PPPuneet PalDec 2021 - PresentView details
PP
Puneet Pal
Dec 2021 - Present
View details
VPVinay PahariaApr 2023 - PresentView details
VP
Vinay Paharia
Apr 2023 - Present
View details
APAAnandha Padmanabhan AnjeneyanMay 2022 - PresentView details
APA
Anandha Padmanabhan Anjeneyan
May 2022 - Present
View details
VSVivek SharmaApr 2024 - PresentView details
VS
Vivek Sharma
Apr 2024 - Present
View details
About PGIM India Equity Savings Fund Direct Growth
PGIM India Equity Savings Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by PGIM India Mutual Fund. This scheme was made available to investors on 13 May 2010. Puneet Pal is the Current Fund Manager of PGIM India Equity Savings Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹27,237 Cr and the Latest NAV as of 16 Jan 2026 is ₹57.15.
The PGIM India Equity Savings Fund Direct Growth is rated Low to Moderate risk. Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹5,000.
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Investment Objective
The scheme seeks 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.
Fund benchmarkNIFTY Equity Savings Total Return Index
Fund house
Rank (total assets)#26 in India
Total AUM₹27,237.32 Cr
Date of Incorporation13 May 2010
Launch Date13 May 2010
Address7th Floor, Radhe Empire,Chandavarkar RoadBorivali (W), Mumbai Mumbai 400092
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,