₹ 55.82
NAV (Jul 29)
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
Investment Duration5 years
7,32,612
Total Investment1,99,843
Wealth Gained9,32,455
Total Corpus Created (₹)
With CAGR of 9.871 % in 5 years₹ 55.8237
NAV (Jul 29)
Last 1Y | 6.2% |
Last 3Y | 8.2% |
Last 5Y | 9.9% |
Last 10Y | 8.1% |
Since Inception | 9% |
6 Month CAGR | 4.4% |
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.
Expense Ratio | 0.54 % |
Launched 12Y ago | 2013-01-01 |
AUM in Crores | 73.1 |
ISIN | INF223J01QD0 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Equity Savings Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 2.2 |
Beta | 0.3 |
Sharpe Ratio | 0.3 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
PGIM India Equity Savings Fund Direct (G) | 9,32,455 | 1,99,843 | 9.9% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Others
52.18%Others
10.71%HDFC Bank Ltd.
8.12%Ambuja Cements Ltd.
7.15%GOI
6.77%Financial
4.23%Technology
2.26%Energy
1.33%Healthcare
1.26%Automobile
1.15%Fund Name | Fund Size | |
---|---|---|
₹ 9,390 cr | ||
₹ 5,662 cr | ||
₹ 24,854 cr | ||
₹ 8,940 cr | ||
₹ 10,353 cr |
PGIM India Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
6.4% | 5.1% | ||
8.2% | 7.9% | ||
7.3% | 8% | ||
7.9% | 7.7% | ||
7.1% | 6.9% |
Investment Duration5 years
7,32,612
Total Investment1,99,843
Wealth Gained9,32,455
Total Corpus Created (₹)
With CAGR of 9.871 % in 5 yearsWhat is the expense ratio for PGIM India Equity Savings Fund Direct Plan Growth?
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Does PGIM India Equity Savings Fund Direct Growth have a lock-in period?
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