PGIM Mutual Funds

PGIM India Equity Savings Fund Direct Plan Growth

₹ 55.82

NAV (Jul 29)

9.871%
5 Year CAGR
Scripbox Opinion
not-recommended
Not Recommended
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

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Category Leader

The fund has been a Category Leader on the Downside Protection Measure metric

Fund Size

Poor

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

View all 7 analysis

cheveron-blue

View Less

cheveron-blue

PGIM India Equity Savings Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

1,99,843

Wealth Gained

9,32,455

Total Corpus Created (₹)

With CAGR of 9.871 % in 5 years

Historical NAV

₹ 55.8237

NAV (Jul 29)

Fund Returns

Last 1Y
6.2%
Last 3Y
8.2%
Last 5Y
9.9%
Last 10Y
8.1%
Since Inception
9%
6 Month CAGR
4.4%

Scheme Information

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.

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
star-circle

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
PGIM India Equity Savings Fund Direct (G)70%9,32,455 1,99,8439.9%
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

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Others

52.18%
52.18%

Others

10.71%
10.71%

HDFC Bank Ltd.

8.12%
8.12%

Ambuja Cements Ltd.

7.15%
7.15%

GOI

6.77%
6.77%
See all holdings
right-arrow

Allocation by Sector

Financial

4.23%
4.23%

Technology

2.26%
2.26%

Energy

1.33%
1.33%

Healthcare

1.26%
1.26%

Automobile

1.15%
1.15%
See all sectors
right-arrow
comparison

Comparison with Hybrid Funds

amc-img

About the AMC

PGIM India Mutual Fund

PGIM is the global investment management business of Prudential Financial, Inc. USA. The company manages more than USD 1.4 trillion assets. PGIM offers a broad range of investment capabilities through multi manager model. The team of experienced professionals assist the investors in achieving their financial goals.amc-img

PGIM India Equity Savings Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

1,99,843

Wealth Gained

9,32,455

Total Corpus Created (₹)

With CAGR of 9.871 % in 5 years

Frequently Asked Questions

What is the expense ratio for PGIM India Equity Savings Fund Direct Plan Growth?

What is the current AUM of PGIM India Equity Savings Fund Direct Growth?

What is the latest NAV of PGIM India Equity Savings Fund Direct Growth?

What is the Riskometer rating for PGIM India Equity Savings Fund Direct Plan Growth?

Which are the top sector holdings in PGIM India Equity Savings Fund Direct Plan?

Which are the top stock holdings in PGIM India Equity Savings Fund Direct Plan?

What is the asset allocation of PGIM India Equity Savings Fund Direct Plan Growth?

What has been the performance of PGIM India Equity Savings Fund Direct Growth returns?

Does PGIM India Equity Savings Fund Direct Growth have a lock-in period?

Can I invest in both SIP and lump sum options in PGIM India Equity Savings Fund Direct Plan Growth?

How to invest in PGIM India Equity Savings Fund Direct Growth?

How can I redeem my investment in PGIM India Equity Savings Fund Direct Plan?

PGIM India Equity Savings Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

1,99,843

Wealth Gained

9,32,455

Total Corpus Created (₹)

With CAGR of 9.871 % in 5 years