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PGIM India Equity Savings Fund Direct Growth
+7.20%
3Y annualised
-0.20% 1D
NAV: 09 Apr '26
₹56.68
Min. for SIP
₹1,000
Fund size (AUM)
₹62.27 Cr
Expense ratio
0.59%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹60,437 | +0.73% | |
| 3 years | ₹1,80,000 | ₹1,94,963 | +8.31% | |
| 5 years | ₹3,00,000 | ₹3,50,307 | +16.77% | |
| 10 years | ₹6,00,000 | ₹8,80,004 | +46.67% |
Holdings (83)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Tata Steel Ltd. | Metals & Mining | Equity | 8.89% |
| GOI | Sovereign | GOI Sec | 8.07% |
| Reliance Industries Ltd. | Energy | Equity | 7.67% |
| HDFC Bank Ltd. | Financial | Equity | 7.26% |
| Bajaj Finance Ltd. | Financial | Equity | 6.37% |
| IndiGrid Infrastructure Trust | Capital Goods | InvITs | 5.07% |
| GOI | Sovereign | GOI Sec | 4.84% |
| Brookfield India Real Estate Trust REIT | Construction | REITs | 4.62% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 4.57% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 4.20% |
| NMDC Ltd. | Metals & Mining | Equity | 3.97% |
| Export-Import Bank Of India | Financial | Bonds | 3.35% |
| ICICI Bank Ltd. | Financial | Equity | 3.05% |
| Ambuja Cements Ltd. | Construction | Equity | 2.50% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.43% |
| GOI | Sovereign | GOI Sec | 1.66% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 1.61% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.28% |
| Bharti Airtel Ltd. | Communication | Equity | 0.84% |
| State Bank of India | Financial | Equity | 0.80% |
| GOI | Sovereign | GOI Sec | 0.79% |
| Cipla Ltd. | Healthcare | Equity | 0.78% |
| Infosys Ltd. | Technology | Equity | 0.73% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 0.59% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 0.48% |
| Tata Consultancy Services Ltd. | Technology | Equity | 0.44% |
| Axis Bank Ltd. | Financial | Equity | 0.39% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 0.37% |
| TVS Motor Company Ltd. | Automobile | Equity | 0.37% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.36% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.35% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 0.33% |
| NTPC Ltd. | Energy | Equity | 0.32% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.30% |
| Eternal Ltd. | Services | Equity | 0.30% |
| Indus Infra Trust | Construction | InvITs | 0.28% |
| Ultratech Cement Ltd. | Construction | Equity | 0.27% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.27% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.26% |
| SRF Ltd. | Chemicals | Equity | 0.24% |
| Nestle India Ltd. | Consumer Staples | Equity | 0.24% |
| ITC Ltd. | Consumer Staples | Equity | 0.23% |
| Shriram Finance Ltd | Financial | Equity | 0.23% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.21% |
| Eicher Motors Ltd. | Automobile | Equity | 0.20% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 0.19% |
| Asian Paints Ltd. | Chemicals | Equity | 0.19% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 0.18% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.18% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 0.17% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.16% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.16% |
| Tech Mahindra Ltd. | Technology | Equity | 0.16% |
| JSW Steel Ltd. | Metals & Mining | Equity | 0.15% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 0.15% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 0.15% |
| Persistent Systems Ltd. | Technology | Equity | 0.15% |
| Muthoot Finance Ltd. | Financial | Equity | 0.14% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.14% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.14% |
| Cummins India Ltd. | Capital Goods | Equity | 0.12% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.12% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 0.10% |
| Solar Industries India Ltd. | Chemicals | Equity | 0.10% |
| Interglobe Aviation Ltd. | Services | Equity | 0.09% |
| Exide Industries Ltd. | Capital Goods | Equity | 0.08% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 0.05% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.01% |
| Exide Industries Ltd. | Capital Goods | Futures | -0.08% |
| The Indian Hotels Company Ltd. | Services | Futures | -0.18% |
| Larsen & Toubro Ltd. | Construction | Futures | -0.49% |
| Hindustan Unilever Ltd. | Consumer Staples | Futures | -0.60% |
| Cipla Ltd. | Healthcare | Futures | -0.74% |
| ICICI Bank Ltd. | Financial | Futures | -1.50% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | -1.94% |
| Ambuja Cements Ltd. | Construction | Futures | -2.51% |
| NMDC Ltd. | Metals & Mining | Futures | -3.98% |
| Adani Ports and Special Economic Zone Ltd. | Services | Futures | -4.21% |
| Titan Company Ltd. | Consumer Discretionary | Futures | -4.23% |
| HDFC Bank Ltd. | Financial | Futures | -5.20% |
| Bajaj Finance Ltd. | Financial | Futures | -5.81% |
| Reliance Industries Ltd. | Energy | Futures | -5.96% |
| Tata Steel Ltd. | Metals & Mining | Futures | -8.67% |
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 | +7.2% | +7.3% | +8.1% | +8.6% |
| Category average (Hybrid Equity Savings) | +9.9% | +9.1% | +8.4% | -- |
| Rank (Hybrid Equity Savings) | 21 | 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
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Edelweiss Equity Savings Fund Direct Growth | +9.14% | +11.98% | 1,269.88 | |
Kotak Equity Savings Fund Direct Growth | +8.52% | +11.68% | 9,467.97 | |
DSP Equity Savings Fund Direct Growth | +4.58% | +10.36% | 3,758.43 | |
ICICI Prudential Equity Savings Fund Direct Growth | +5.80% | +8.34% | 18,027.21 | |
Bandhan Equity Savings Fund Direct Growth | +5.06% | +8.31% | 392.11 | |
| 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 ₹26,753 Cr and the Latest NAV as of 09 Apr 2026 is ₹56.68.
The PGIM India Equity Savings Fund Direct Growth is rated 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₹26,753.12 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,