| NAV: 05 Mar 2021 | ₹12.79 |
| Min. SIP amount | ₹1,000 |
| Rating | 2 |
| Fund size | ₹39.43Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 4.3% | 9.6% | 8.1% | 9.3% |
| Category average | 20.4% | 8.3% | 8.2% | NA |
| Rank with in category | 14 | 15 | 8 | NA |
Holdings (61)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 6.2% |
| Adani Enterprises Ltd. | Services | Equity | 5.3% |
| HDFC Bank Ltd. | Financial | Equity | 3.6% |
| Tech Mahindra Ltd. | Technology | Equity | 3.5% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 3.1% |
Reserve Bank of India | Financial | T-Bills | 2.8% |
Reserve Bank of India | Financial | T-Bills | 2.8% |
Reserve Bank of India | Financial | T-Bills | 2.8% |
Reserve Bank of India | Financial | T-Bills | 2.7% |
| ICICI Bank Ltd. | Financial | Equity | 2.6% |
Pros and cons
Pros
Cons
Expense ratio, exit load and tax
Expense ratio: 1.04%
Inclusive of GST
Exit load
For units in excess of 10% of the investment,0.5% will be charged for redemption within 90 days
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹1,000 |
Fund management
Puneet PalDec 2021 - PresentView details
Hitash DangJun 2021 - PresentView details
Anandha Padmanabhan AnjeneyanMay 2022 - PresentView details
Fund house & investment objective
Fund house contact details
Compare funds
FAQs
How to Invest in PGIM India Equity Savings Fund Direct IDCW Quarterly?
You can easily invest in PGIM India Equity Savings Fund Direct IDCW Quarterly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for PGIM India Equity Savings Fund Direct IDCW Quarterly from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in PGIM India Equity Savings Fund Direct IDCW Quarterly as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does PGIM India Equity Savings Fund Direct IDCW Quarterly provide?
The PGIM India Equity Savings Fund Direct IDCW Quarterly has been there from 01 Jan 2013 and the average annual returns provided by this fund is 4.33% since its inception.
How much expense ratio is charged by PGIM India Equity Savings Fund Direct IDCW Quarterly?
The term
Expense Ratio used for PGIM India Equity Savings Fund Direct IDCW Quarterly or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of PGIM India Equity Savings Fund Direct IDCW Quarterly is 1.04% as of 08 Aug 2022...
What is the AUM of PGIM India Equity Savings Fund Direct IDCW Quarterly?
The AUM, short for Assets Under Management of PGIM India Equity Savings Fund Direct IDCW Quarterly is ₹39.43Cr as of 08 Aug 2022.
How to Redeem PGIM India Equity Savings Fund Direct IDCW Quarterly?
If you want to sell your PGIM India Equity Savings Fund Direct IDCW Quarterly holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of PGIM India Equity Savings Fund Direct IDCW Quarterly?
What is the NAV of PGIM India Equity Savings Fund Direct IDCW Quarterly?
The NAV of PGIM India Equity Savings Fund Direct IDCW Quarterly is ₹12.79 as of 05 Mar 2021.
