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  • PGIM India Equity Savings Fund (RIDCW-Q)

Formerly PGIM India Equity Sav Qt DR

PGIM Mutual Funds

PGIM India Equity Savings Fund (RIDCW-Q)

HybridEquity Savings

12.3639

NAV (Mar 05)

6.8%
5 Year CAGR
Scripbox Opinion
Neutral
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 ->

Fund Size

₹ 175 Cr

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

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

View all 7 analysis

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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

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

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.

Expense Ratio

1.24

Launched (18y ago)

Jan 29, 2004

AUM in Crores

174.861

ISIN

INF223J01FF8

Lock-in

No Lock-in

Benchmark

NIFTY Equity Savings TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Hitash Dang

Fund Manager

Puneet Pal

Fund Manager

A. Anandha Padmanabhan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2021-03-05

Top Stock Holdings

net receivables / (payables)

59.1%
59.1%

future on adani ports & special economic zone ltd

7.1%
7.1%

adani ports & special economic zone ltd

7%
7%

adani enterprises ltd

6.2%
6.2%

future on adani enterprises ltd

6.2%
6.2%
See all holdings

Allocation by Sector

financial services

21.7%
21.7%

basic materials

12.1%
12.1%

industrials

10.4%
10.4%

energy

7.5%
7.5%

technology

7%
7%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Kotak Equity Arbitrage Fund (G)
Kotak Equity Arbitrage Fund (G)

₹ 24,542 cr

₹ 24,542 cr

₹ 24,542 cr

₹ 24,542 cr

₹ 24,542 cr

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 20,411 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 15 equity,137 debt and 33 hybrid funds.

amc-img

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

    14.2%

    8.9%

    26.8%

    13.4%

    40.5%

    18.7%

    25%

    12.5%

    13.3%

    8.6%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    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 18 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, Puneet Pal.

    Nav of PGIM India Equity Savings Fund (RIDCW-Q) as of 3/5/2021 is ₹12.36 with the total AUM as of 8/17/2022 is ₹174.861. 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)?

    PGIM India Equity Savings Fund (RIDCW-Q) is a Equity Savings Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    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 Not Recommended 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 1.24% for regular plan.