- Mutual Funds
- PGIM Mutual Funds
- PGIM India Equity Savings Fund (RIDCW-Q)
Formerly PGIM India Equity Sav Qt DR
PGIM India Equity Savings Fund (RIDCW-Q)
₹ 12.3639
NAV (Mar 05)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.3639
NAV (Mar 5)
Fund Returns
Last 1Y | 11.2% |
Last 3Y | 6.4% |
Last 5Y | 6.8% |
Last 10Y | 7.4% |
Since Inception | 6.9% |
6 Month CAGR | 11.8% |
Scheme Information
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 | 1.23 |
Launched (19y ago) | Jan 29, 2004 |
AUM in Crores | 124.011 |
ISIN | INF223J01FF8 |
Lock-in | No Lock-in |
Benchmark | NIFTY Equity Savings TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 8.5 |
Standard Deviation (5yr) | 7.1 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.08 |
Sharpe Ratio (5yr) | 0.167 |
YTM | 7.31 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| PGIM India Equity Savings Fund (RIDCW-Q) | 8,63,369 | 1,30,757 | 6.8% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
net receivables / (payables)
52.4%clearing corporation of india ltd.
15.7%icici bank ltd
7.6%reliance industries ltd
6.4%hdfc bank ltd
5.6%Allocation by Sector
financial services
28.9%basic materials
13.3%technology
6.5%energy
6.4%consumer defensive
4.5%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 21,435 cr | ||
₹ 8,756 cr | ||
₹ 1,150 cr | ||
₹ 749 cr | ||
₹ 422 cr |
About the AMC
PGIM India Asset Management Private Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
39% | 17.1% | ||
38.4% | 16.4% | ||
38.4% | 16.4% | ||
29% | 12.5% | ||
9.1% | 9.1% |
PGIM India Equity Savings Fund (RIDCW-Q) Review
PGIM India Equity Savings Fund (RIDCW-Q) is a Equity Savings Hybrid fund and has delivered an annualised return of 6.9% over a period of 19 years. The fund was previously known as PGIM India Equity Sav Qt DR. The fund is managed by PGIM India Asset Management Private Limited. The fund managers are A. Anandha Padmanabhan, Hitash Dang, Ojasvi Khicha, Puneet Pal, Vinay Paharia.
Nav of PGIM India Equity Savings Fund (RIDCW-Q) as of 3/5/2021 is ₹12.36 with the total AUM as of 5/31/2023 is ₹124.011. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Equity Savings Fund (RIDCW-Q) 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-Q) 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-Q)?
How to invest in PGIM India Equity Savings Fund (RIDCW-Q)?
You can invest in PGIM India Equity Savings Fund (RIDCW-Q) 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-Q)?
The minimum sip amount for PGIM India Equity Savings Fund (RIDCW-Q) is ₹1000. You can invest in multiples of ₹5000.
Is PGIM India Equity Savings Fund (RIDCW-Q) good to invest in?
As per Scripbox experts, PGIM India Equity Savings Fund (RIDCW-Q) is a Neutral fund. You can investPGIM India Equity Savings Fund (RIDCW-Q) 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-Q)?
The expense ratio of the PGIM India Equity Savings Fund (RIDCW-Q) is 1.23% for regular plan.