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  • PGIM India Mutual Fund
  • PGIM India Equity Savings Fund (G)
PGIM Mutual Funds

PGIM India Equity Savings Fund (G)

HybridEquity Savings

47.0677

NAV (Oct 31)

7.28%
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

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

Neutral

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

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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

47.0677

NAV (Oct 31)

Fund Returns

Last 1Y
9.6%
Last 3Y
5.9%
Last 5Y
7.3%
Last 10Y
7.9%
Since Inception
7.7%
6 Month CAGR
3.7%

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
1.32%
Launched 20Y ago
2004-01-29
AUM in Crores
90.3
ISIN
INF223J01FB7
Lock-in (days)
No Lock-in
Benchmark
NIFTY Equity Savings Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
2.1
Beta
0.4
Sharpe Ratio
0.3
YTM
-
Fund Managers

Anandha Padmanabhan Anjeneyan

Fund Manager

Chetan Chavan

Fund Manager

Hitash Dang

Fund Manager

Puneet Pal

Fund Manager

Vinay Paharia

Fund Manager

Vivek Sharma

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 (G)70%8,73,720 1,41,1087.3%
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 2024-02-12

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

Allocation by Sector

Financial

4.2%
4.2%

Technology

1.66%
1.66%

Automobile

1.33%
1.33%

Energy

1.22%
1.22%

Services

1.18%
1.18%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
hdfc
HDFC Hybrid Debt Fund (G)

₹ 3,342 cr

₹ 50,495 cr

₹ 12,689 cr

₹ 24,796 cr

₹ 5,410 cr

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
phone-img022-61593000 / 1800-266-2667
Fund NameScripbox Opinion
Till Date CAGR

1.7%

10.5%

13.1%

18.2%

9.5%

13.8%

5.7%

7.7%

13.2%

14.6%

PGIM India Equity Savings Fund (G) Review

PGIM India Equity Savings Fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 7.74% over 20 years. The fund has grown over a period of 20 years. The fund is managed by PGIM India Mutual Fund. The fund managers are Anandha Padmanabhan Anjeneyan, Chetan Chavan, Hitash Dang, Puneet Pal, Vinay Paharia, Vivek Sharma.

Nav of PGIM India Equity Savings Fund (G) as of 10/31/2024 is ₹47.07 with the total AUM as of 11/4/2024 is ₹90.25. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Equity Savings Fund (G) was launched on 2004-01-29. The category risk of the fund is Low to Moderate.

The minimum SIP amount for PGIM India Equity Savings Fund (G) 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 (G)?

It 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 (G)?

You can invest in PGIM India Equity Savings Fund (G) 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 (G)?

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

Is PGIM India Equity Savings Fund (G) good to invest in?

According to Scripbox opinion, it is a 2-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.

What is the expense ratio of the PGIM India Equity Savings Fund (G)?

The expense ratio of the PGIM India Equity Savings Fund (G) is 1.32% for regular plan.

What is the NAV of PGIM India Equity Savings Fund (G)?

Today's PGIM India Equity Savings Fund (G) NAV is ₹47.07.