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  • PGIM India Equity Savings Fund (RIDCW-A)

Formerly PGIM India Equity Sav Ann DR

PGIM Mutual Funds

PGIM India Equity Savings Fund (RIDCW-A)

HybridEquity Savings

15.1894

NAV (Jun 14)

7.2%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in equity savings mutual funds.

Equity savings funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

Equity Savings funds are primarily equity funds with a small exposure of minimum 10% to debt instruments.

These funds are close to equity funds in terms of market linked fluctuations.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

15.1894

NAV (Jun 14)

Fund Returns

Last 1Y
9.3%
Last 3Y
6.8%
Last 5Y
7.4%
Last 10Y
8.3%
Since Inception
7.8%
6 Month CAGR
4.9%

Scheme Information

Investment Objective

The investment objective of the scheme is 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.

Expense Ratio
1.31
Launched (20y ago)
Jan 29, 2004
AUM in Crores
92.152
ISIN
INF223J01FA9
Lock-in
No Lock-in
Benchmark
NIFTY Equity Savings TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
2.1
Standard Deviation (5yr)
6
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.295
Sharpe Ratio (5yr)
0.288
YTM
6.97
Fund Managers

Chetan Chavan

Fund Manager

Puneet Pal

Fund Manager

Vinay Paharia

Fund Manager

Vivek Sharma

Fund Manager

A. Anandha Padmanabhan

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
PGIM India Equity Savings Fund (RIDCW-A)70%8,71,983 1,39,3717.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-06-14

Top Stock Holdings

net receivables / (payables)

55.1%
55.1%

clearing corporation of india ltd.

8.1%
8.1%

hdfc bank ltd

7.9%
7.9%

5.63% govt stock 2026

6.9%
6.9%

ambuja cements ltd

6.8%
6.8%
See all holdings

Allocation by Sector

financial services

23.1%
23.1%

basic materials

21.8%
21.8%

technology

6.4%
6.4%

consumer defensive

6.2%
6.2%

industrials

6.1%
6.1%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 35,122 cr

₹ 11,281 cr

₹ 9,275 cr

₹ 3,337 cr

₹ 3,146 cr

amc-img

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 24,944 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 18 equity,154 debt and 24 hybrid funds.amc-img
phone-img022-61593000
Fund NameScripbox Opinion
Till Date CAGR

6.9%

10.7%

6.3%

7.7%

6.3%

7.7%

13.2%

13.9%

5.7%

7.1%

PGIM India Equity Savings Fund (RIDCW-A) Review

PGIM India Equity Savings Fund (RIDCW-A) is a Equity Savings Hybrid fund and has delivered an annualised return of 7.2% over a period of 20 years. The fund was previously known as PGIM India Equity Sav Ann DR. The fund is managed by PGIM India Asset Management Private Limited. The fund managers are A. Anandha Padmanabhan, Chetan Chavan, Puneet Pal, Vinay Paharia, Vivek Sharma.

Nav of PGIM India Equity Savings Fund (RIDCW-A) as of 6/14/2024 is ₹15.19 with the total AUM as of 6/18/2024 is ₹92.152. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Equity Savings Fund (RIDCW-A) was launched on Jan 29, 2004. The category risk of the fund is Low to Moderate Risk.

The minimum SIP amount for PGIM India Equity Savings Fund (RIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is PGIM India Equity Savings Fund (RIDCW-A)?

PGIM India Equity Savings Fund (RIDCW-A) is a Equity Savings Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in PGIM India Equity Savings Fund (RIDCW-A)?

You can invest in PGIM India Equity Savings Fund (RIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of PGIM India Equity Savings Fund (RIDCW-A)?

The minimum sip amount for PGIM India Equity Savings Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is PGIM India Equity Savings Fund (RIDCW-A) good to invest in?

As per Scripbox experts, PGIM India Equity Savings Fund (RIDCW-A) is a Neutral fund. You can investPGIM India Equity Savings Fund (RIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the PGIM India Equity Savings Fund (RIDCW-A)?

The expense ratio of the PGIM India Equity Savings Fund (RIDCW-A) is 1.31% for regular plan.