PGIM India Equity Savings Fund Growth

Hybrid
Equity Savings
Low to Moderate Risk
6.14%
3Y annualised
-0.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Oct 2024₹47.18
Min. SIP amountNot Supported
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 returns9.8%6.1%7.8%7.8%
Category average16.0%9.0%10.4%NA
Rank with in category201919NA
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

Expense ratio, exit load and tax

Expense ratio: 1.32%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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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