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  • PGIM India Equity Savings Fund Inc Dist cum Cap Wdrl (RIDCW-M)

Formerly PGIM India Equity Sav Mn DR

PGIM Mutual Funds

PGIM India Equity Savings Fund Inc Dist cum Cap Wdrl (RIDCW-M)

HybridEquity Savings

12.8693

NAV (Dec 03)

7.8%
5 Year CAGR
Scripbox Opinion

Not Recommended

Click here for top ranked funds in equity savings mutual funds.

However, Scripbox does not recommend investing in equity savings mutual funds.

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 ->

Track Record

17 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

105 Cr. Negligible within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

12.8693

NAV (Dec 3)

Fund Returns

Last 1Y

14.7%

Last 3Y

8.7%

Last 5Y

7.8%

Last 10Y

8.2%

Since Inception

7.2%

6 Month CAGR

5.2%

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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Low to Moderate Risk

Expense Ratio

1.21

Launched (17y ago)

Jan 29, 2004

AUM in Crores

104.352

ISIN

INF223J01FD3

Lock-in

No Lock-in

Benchmark

NIFTY Equity Savings TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Alok Agarwal

Fund Manager

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Hitash Dang

Fund Manager

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Kumaresh Ramakrishnan

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,193 cr

5

₹ 18,740 cr

5

₹ 3,414 cr

5

₹ 2,707 cr

5

₹ 1,256 cr

5

amc-icon

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 15,335 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 15 equity,133 debt and 33 hybrid funds.

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  • tel-amc-about
    022-61593000
  • mail-amc-about
    care@pgimindia.co.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    31%

    12.1%

    4.8%

    7.3%

    28%

    15.5%

    -

    3.4%

    4.7%

    5.5%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

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    Diversified

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    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About PGIM India Equity Savings Fund Inc Dist cum Cap Wdrl (RIDCW-M)

    About PGIM India Equity Savings Fund Inc Dist cum Cap Wdrl (RIDCW-M)

    PGIM India Equity Savings Fund Inc Dist cum Cap Wdrl (RIDCW-M) is a Equity Savings Hybrid fund and has delivered an annualised return of 7.2% over a period of 17 years. The fund was previously known as PGIM India Equity Sav Mn DR . The fund is managed by PGIM India Asset Management Private Limited. The fund managers are Alok Agarwal, Hitash Dang, Kumaresh Ramakrishnan

    PGIM India Equity Savings Fund Inc Dist cum Cap Wdrl (RIDCW-M) 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. . However, there is no assurance that the objective of the scheme will be realized.

    PGIM India Equity Savings Fund Inc Dist cum Cap Wdrl (RIDCW-M) NAV,AUM,Risk

    The PGIM India Equity Savings Fund Inc Dist cum Cap Wdrl (RIDCW-M) fund was launched on Jan 29, 2004. The NAV (Net Asset Value) of this Equity Savings Hybrid fund as of 2021-12-03 is ₹12.87. The total AUM (Asset Under Management) of the fund as of 06/12/2021 is ₹104.352. The category risk of the PGIM India Equity Savings Fund Inc Dist cum Cap Wdrl (RIDCW-M) fund is Low to Moderate Risk. The fund charges 1.21 % as expense ratio.

    PGIM India Equity Savings Fund Inc Dist cum Cap Wdrl (RIDCW-M) Holdings

    The fund’s highest allocation is towards Others and has invested 82.6% in this asset class. The top three holdings of the fund are , net receivables / (payables) , clearing corporation of india ltd. , 364 dtb 06012022 , vedanta ltd , future on vedanta ltd , tata consultancy services ltd , future on tata consultancy services ltd , future on adani ports & special economic zone ltd , indusind bank ltd , future on indusind bank ltd , adani ports & special economic zone ltd , 91 dtb 02122021 , 364 dtb 13012022 , future on adani enterprises ltd , adani enterprises ltd , future on housing development finance corp ltd , housing development finance corp ltd , tech mahindra ltd , pgim india insta csh dr pl gr , escorts ltd , future on escorts ltd , future on tech mahindra ltd , future on jindal steel & power ltd , jindal steel & power ltd , jamnagar utilities & power private limited , future on nmdc ltd , nmdc ltd , future on tata chemicals ltd , tata chemicals ltd , hdfc bank ltd , abb india ltd , axis bank ltd , ashok leyland ltd , future on sbi life insurance company limited , sbi life insurance company limited , havells india ltd , future on havells india ltd , reliance industries ltd , state bank of india , future on state bank of india , indiamart intermesh ltd , glenmark pharmaceuticals ltd , future on jsw steel ltd , jsw steel ltd , future on glenmark pharmaceuticals ltd , tata steel ltd , astral ltd , future on tata steel ltd. , tata power co ltd , future on vodafone idea ltd , vodafone idea ltd , future on canara bank , canara bank , aarti industries ltd , abbott india ltd , muthoot finance ltd , hdfc life insurance company limited , icici bank ltd , tata consumer products ltd , oberoi realty ltd , kotak mahindra bank ltd , infosys ltd , torrent power ltd , cadila healthcare ltd , future on cadila healthcare ltd , pfizer ltd , phillips carbon black ltd

    PGIM India Equity Savings Fund Inc Dist cum Cap Wdrl (RIDCW-M) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

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