PGIM India Equity Savings Fund - Growth - Direct Plan

NAV 53.61(0.09%)
Jan 31, 2025
PGIM India Equity Savings Fund - Growth - Direct Plan
AUM
₹72 Cr
Expense (%)
0.52
Turnover (%)
32.00
Benchmark
NIFTY 50 Equity Savings Index - TRI
Asset Quality
Large, Green
Differs from benchmark (%)
46.44

3Yr Rolling Returns(%)

Benchmark# : undefined
                                                                                                                                                            Benchmark# is
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Top 10 Holdings

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FAQ : PGIM India Equity Savings Fund - Growth - Direct Plan

PGIM India Equity Savings Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 7.28 6.17 7.18 7.2
Average Rolling Returns(%) 8.10 8.28 8.19 8.16

The Current NAV of PGIM India Equity Savings Fund - Growth - Direct Plan is ₹53.61.

You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.

PGIM India Equity Savings Fund - Growth - Direct Plan fund’s expense ratio is 0.52%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of PGIM India Equity Savings Fund - Growth - Direct Plan is currently ₹72 Crores.

The Top three stocks are HDFC Bank, Bajaj Finance and Reliance Industries and account for 27% of its portfolio. Top 5 and 10 stocks of fund account for 39% and 54% of fund’s portfolio respectively.

Top three sectors of PGIM India Equity Savings Fund - Growth - Direct Plan fund are Miscellaneous, Others and BFSI accounting for 89% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Equity Savings it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of PGIM India Equity Savings Fund - Growth - Direct Plan Fund is Hybrid - Equity Savings.

Anandha Padmanabhan Anjeneyan and Sharma Vivek manage the PGIM India Equity Savings Fund - Growth - Direct Plan Fund.

PGIM India Equity Savings Fund - Growth - Direct Plan current PE ratio is 36.88 and PB ratio is 6.05

The asset allocation of PGIM India Equity Savings Fund - Growth - Direct Plan is Stocks : 25.97%, Debt : 191.83% and Gold : -117.84%

The minimum SIP amount for PGIM India Equity Savings Fund - Growth - Direct Plan is ₹1000.00 and minimum lumpsum is ₹5000.00

The exit load for PGIM India Equity Savings Fund - Growth - Direct Plan is Nil

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