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.
No single fund can achieve what a plan can. Learn why
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.
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.
PGIM India Asset Management Private Limited manages assets worth 14,118 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 15 equity,133 debt and 30 hybrid 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?
Recommended
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.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
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
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
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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01
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02
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03
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About PGIM India Equity Savings Fund Inc Dist cum Cap Wdrl (RIDCW-Q)
About PGIM India Equity Savings Fund Inc Dist cum Cap Wdrl (RIDCW-Q)
PGIM India Equity Savings Fund Inc Dist cum Cap Wdrl (RIDCW-Q) is a Equity Savings Hybrid fund and has delivered an annualised return of 6.9% over a period of 17 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 Alok Agarwal, Hitash Dang, Kumaresh Ramakrishnan
PGIM India Equity Savings Fund Inc Dist cum Cap Wdrl (RIDCW-Q) 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-Q) NAV,AUM,Risk
The PGIM India Equity Savings Fund Inc Dist cum Cap Wdrl (RIDCW-Q) fund was launched on Jan 29, 2004. The NAV (Net Asset Value) of this Equity Savings Hybrid fund as of 2021-03-05 is ₹12.36. The total AUM (Asset Under Management) of the fund as of 26/10/2021 is ₹61.738. The category risk of the PGIM India Equity Savings Fund Inc Dist cum Cap Wdrl (RIDCW-Q) 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-Q) Holdings
The fund’s highest allocation is towards Others and has invested 76.8% in this asset class. The top three holdings of the fund are , net receivables / (payables) , clearing corporation of india ltd. , 364 dtb 13012022 , pgim india insta csh dr pl gr , indusind bank ltd , future on indusind bank ltd , future on vedanta ltd , vedanta ltd , future on adani ports & special economic zone ltd , adani ports & special economic zone ltd , tech mahindra ltd , future on tech mahindra ltd , housing development finance corp ltd , future on housing development finance corp ltd , future on adani enterprises ltd , adani enterprises ltd , future on jindal steel & power ltd , jindal steel & power ltd , future on tata chemicals ltd , tata chemicals ltd , havells india ltd , future on havells india ltd , hdfc bank ltd , jsw steel ltd , future on glenmark pharmaceuticals ltd , glenmark pharmaceuticals ltd , future on canara bank , canara bank , future on jsw steel ltd , tata steel ltd , reliance industries ltd , future on tata steel ltd. , future on nmdc ltd , nmdc ltd , oberoi realty ltd , kotak mahindra bank ltd , future on state bank of india , aarti industries ltd , axis bank ltd , state bank of india , cadila healthcare ltd , tata power co ltd , future on vodafone idea ltd , future on cadila healthcare ltd , vodafone idea ltd , infosys ltd , icici bank ltd , indiamart intermesh ltd , muthoot finance ltd , torrent power ltd , astral ltd , hdfc life insurance company limited , abb india ltd , chemplast sanmar ltd , pfizer ltd , dabur india ltd , tata consumer products ltd , abbott india ltd
PGIM India Equity Savings Fund Inc Dist cum Cap Wdrl (RIDCW-Q) 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.
