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PGIM India Equity Savings Fund Direct Growth
Hybrid
Equity Savings
Moderate Risk
+8.07%
3Y annualised
-0.07% 1D
NAV: 27 Feb '26
₹57.43
Min. for SIP
₹1,000
Fund size
₹65.97 Cr
Expense ratio
0.59%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,554 | +2.59% | |
| 3 years | ₹1,80,000 | ₹1,99,141 | +10.63% | |
| 5 years | ₹3,00,000 | ₹3,57,845 | +19.28% | |
| 10 years | ₹6,00,000 | ₹8,99,641 | +49.94% |
Holdings (59)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Tata Steel Ltd. | Metals & Mining | Equity | 8.21% |
| HDFC Bank Ltd. | Financial | Equity | 8.07% |
| GOI | Sovereign | GOI Sec | 7.75% |
| Reliance Industries Ltd. | Energy | Equity | 7.47% |
| Bajaj Finance Ltd. | Financial | Equity | 7.12% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 5.18% |
| Ambuja Cements Ltd. | Construction | Equity | 4.87% |
| GOI | Sovereign | GOI Sec | 4.67% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 4.29% |
| Brookfield India Real Estate Trust REIT | Construction | REITs | 4.06% |
| NMDC Ltd. | Metals & Mining | Equity | 3.99% |
| Export-Import Bank Of India | Financial | Bonds | 3.19% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.65% |
| IndiGrid Infrastructure Trust | Capital Goods | InvITs | 2.52% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.51% |
| Bharti Airtel Ltd. | Communication | Equity | 2.01% |
| ICICI Bank Ltd. | Financial | Equity | 2.01% |
| GOI | Sovereign | GOI Sec | 1.57% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 1.52% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.23% |
| TVS Motor Company Ltd. | Automobile | Equity | 0.78% |
| GOI | Sovereign | GOI Sec | 0.76% |
| State Bank of India | Financial | Equity | 0.71% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.67% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 0.59% |
| Ultratech Cement Ltd. | Construction | Equity | 0.58% |
| Eternal Ltd. | Services | Equity | 0.55% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 0.52% |
| Muthoot Finance Ltd. | Financial | Equity | 0.52% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 0.47% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.44% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 0.40% |
| Persistent Systems Ltd. | Technology | Equity | 0.38% |
| Solar Industries India Ltd. | Chemicals | Equity | 0.38% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 0.34% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.31% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.28% |
| Cummins India Ltd. | Capital Goods | Equity | 0.27% |
| SRF Ltd. | Chemicals | Equity | 0.26% |
| Axis Bank Ltd. | Financial | Equity | 0.25% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 0.22% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.21% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.18% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 0.18% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.17% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.15% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.11% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.01% |
| Bharti Airtel Ltd. | Communication | Futures | -1.14% |
| Larsen & Toubro Ltd. | Construction | Futures | -1.78% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | -2.11% |
| NMDC Ltd. | Metals & Mining | Futures | -3.99% |
| Adani Ports and Special Economic Zone Ltd. | Services | Futures | -4.30% |
| Titan Company Ltd. | Consumer Discretionary | Futures | -4.86% |
| Ambuja Cements Ltd. | Construction | Futures | -4.89% |
| Reliance Industries Ltd. | Energy | Futures | -5.83% |
| HDFC Bank Ltd. | Financial | Futures | -6.23% |
| Bajaj Finance Ltd. | Financial | Futures | -6.36% |
| Tata Steel Ltd. | Metals & Mining | Futures | -8.23% |
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 | +8.1% | +7.9% | +8.4% | +8.8% |
| Category average (Hybrid Equity Savings) | +9.9% | +9.1% | +8.4% | -- |
| Rank (Hybrid Equity Savings) | 21 | 19 | 10 | -- |
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) | |
|---|---|---|---|---|
Edelweiss Equity Savings Fund Direct Growth | +11.63% | +12.72% | 1,223.03 | |
Kotak Equity Savings Fund Direct Growth | +13.08% | +12.67% | 9,618.75 | |
DSP Equity Savings Fund Direct Growth | +7.64% | +11.15% | 3,855.70 | |
Bandhan Equity Savings Fund Direct Growth | +7.10% | +8.95% | 400.04 | |
ICICI Prudential Equity Savings Fund Direct Growth | +8.09% | +8.92% | 18,077.59 | |
| 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 ₹26,494 Cr and the Latest NAV as of 27 Feb 2026 is ₹57.43.
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₹26,493.59 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,