46.59
NAV (Jul 18,2024)

Invest in the PGIM India Equity Savings Fund for potential growth of your savings. With an expense ratio of 1.3% and an established date of 5th February 2004, this fund offers a balanced approach with its equity investments. The fund has a minimum investment requirement of INR 5000 and a scheme AUM of INR 93.47. With a PE ratio of 35.20 and a PB ratio of 5.07, this fund aims to provide long-term growth opportunities for investors.

Pgim India Equity Savings Fund Growth Latest Trend

  • 1M
  • 2M
  • 3M

Pgim India Equity Savings Fund Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    44.78
  • P/B Ratio
    UM_URBAN_MONEY

    6.24
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.15
  • Sortino
    UM_URBAN_MONEY

    0.28

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.31%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

92.82 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Low to Moderate

Investment Return Calculator

as on Jul 20, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,319.63 (3.20%)10,457 (4.57%)10,929.33 (9.29%)12,100.39 (21.00%)14,409.49 (44.09%)
30,958.89 (3.20%)31,371 (4.57%)32,787.99 (9.29%)36,301.17 (21.00%)43,228.47 (44.09%)
51,598.15 (3.20%)52,285 (4.57%)54,646.65 (9.29%)60,501.95 (21.00%)72,047.45 (44.09%)
82,557.04 (3.20%)83,656 (4.57%)87,434.64 (9.29%)96,803.12 (21.00%)1,15,275.92 (44.09%)
1,03,196.3 (3.20%)1,04,570 (4.57%)1,09,293.3 (9.29%)1,21,003.9 (21.00%)1,44,094.9 (44.09%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Net Receivables Payables52.99%
  • Government of India15.42%
  • Clearing Corporation of India Ltd9.49%
  • DAYS TBILL RED5.33%
  • HDFC Bank Ltd1.55%
  • ICICI Bank Ltd1.54%
  • Tata Consultancy Services Ltd1.46%
  • Reliance Industries Ltd1.28%
  • Axis Bank Ltd1.02%
  • Ultratech Cement Ltd0.93%
  • VARUN BEVERAGES LIMITED0.74%
  • Maruti Suzuki India Ltd0.71%
  • Bharti Airtel Ltd0.67%
  • Avenue Supermarts Ltd0.65%
  • Larsen & Toubro Ltd0.55%
  • Cholamandalam Investment & Finance Company Ltd0.43%
  • ICICI Lombard General Insurance Co Ltd0.41%
  • Mankind Pharma Ltd0.39%
  • Max Healthcare Institute Ltd0.37%
  • JB Chemicals & Pharmaceuticals Ltd0.35%
  • Tube Investments Of India Ltd0.34%
  • CG Power and Industrial Solutions Ltd0.33%
  • Indraprastha Gas Ltd0.33%
  • Titan Company Ltd0.32%
  • InterGlobe Aviation Ltd0.29%
  • SRF Ltd0.28%
  • Mahindra & Mahindra Ltd0.28%
  • Havells India Ltd0.26%
  • Hindustan Aeronautics Ltd0.23%
  • United Spirits Ltd0.21%
  • L&T Technology Services Ltd0.21%
  • Shriram Finance Ltd0.19%
  • Zomato Ltd0.19%
  • Motherson Sumi Wiring India Ltd0.16%
  • HDFC Life Insurance Company Ltd0.16%
  • Bajaj Finance Ltd0.13%
  • JSW Steel Ltd0.00%
  • Godrej Consumer Products Ltd0.00%
  • IndusInd Bank Ltd0.00%
  • L & T Finance Ltd0.00%
  • Multi Commodity Exchange Of India Ltd0.00%
  • Can Fin Homes Ltd0.00%
  • Kotak Mahindra Bank Ltd-0.01%
  • ACC Ltd-0.01%
  • Dabur India Ltd-0.02%
  • Tata Steel Ltd-0.02%
  • The Federal Bank Ltd-0.02%
  • Ambuja Cements Ltd-0.03%
  • Tech Mahindra Ltd-0.03%
  • Adani Ports & Special Economic Zone Ltd-0.03%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

HSBC Equity Savings Fund - Regular Plan - GrowthHSBC Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

15.20%

Kotak Equity Savings Fund - GrowthKotak Equity Savings Fund - Growth

HYBRID

Moderately High

9.46%

HDFC Equity Savings Fund - GrowthHDFC Equity Savings Fund - Growth

HYBRID

Moderately High

8.44%

Baroda BNP Paribas Equity Savings Fund - Regular Plan - GrowthBaroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

7.52%

LIC MF Equity Savings Fund - GrowthLIC MF Equity Savings Fund - Growth

HYBRID

Moderate

7.08%

UTI Equity Savings Fund - Regular Plan - GrowthUTI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

7.05%

Union Equity Savings Fund - Regular Plan - GrowthUnion Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

6.50%

Bandhan Equity Savings Fund - Regular Plan - GrowthBandhan Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

5.19%

ICICI Prudential Equity Savings Fund - CumulativeICICI Prudential Equity Savings Fund - Cumulative

HYBRID

Moderate

4.67%

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - GrowthAditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

4.63%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India Equity Savings Fund - Regular Plan - GrowthInvesco India Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

19.77%

Sundaram Equity Savings Fund - GrowthSundaram Equity Savings Fund - Growth

HYBRID

Moderate

18.53%

Mahindra Manulife Equity Savings Fund - Regular Plan - GrowthMahindra Manulife Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

17.92%

Mirae Asset Equity Savings Fund - Regular Plan - GrowthMirae Asset Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

17.40%

Edelweiss Equity Savings Fund - Regular Plan - GrowthEdelweiss Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

16.59%

LIC MF Equity Savings Fund - GrowthLIC MF Equity Savings Fund - Growth

HYBRID

Moderate

16.50%

Tata Equity Savings Fund - Regular Plan - GrowthTata Equity Savings Fund - Regular Plan - Growth

HYBRID

Low to Moderate

16.45%

Baroda BNP Paribas Equity Savings Fund - Regular Plan - GrowthBaroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

14.91%

DSP Equity Savings Fund - Regular Plan - GrowthDSP Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

12.67%

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - GrowthAditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

12.57%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HSBC Equity Savings Fund - Regular Plan - GrowthHSBC Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

13.40%

SBI Equity Savings Fund - Regular Plan - GrowthSBI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

10.36%

Edelweiss Equity Savings Fund - Regular Plan - GrowthEdelweiss Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

9.55%

Axis Equity Saver Fund - Regular Plan - GrowthAxis Equity Saver Fund - Regular Plan - Growth

HYBRID

Moderately High

9.29%

LIC MF Equity Savings Fund - GrowthLIC MF Equity Savings Fund - Growth

HYBRID

Moderate

8.58%

Nippon India Equity Savings Fund - GrowthNippon India Equity Savings Fund - Growth

HYBRID

Moderate

8.26%

Union Equity Savings Fund - Regular Plan - GrowthUnion Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

8.18%

Franklin India Equity Savings Fund - GrowthFranklin India Equity Savings Fund - Growth

HYBRID

Low to Moderate

7.90%

Baroda BNP Paribas Equity Savings Fund - Regular Plan - GrowthBaroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

7.89%

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - GrowthAditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

7.43%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HSBC Equity Savings Fund - Regular Plan - GrowthHSBC Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

12.37%

Mirae Asset Equity Savings Fund - Regular Plan - GrowthMirae Asset Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

11.93%

SBI Equity Savings Fund - Regular Plan - GrowthSBI Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

10.86%

Axis Equity Saver Fund - Regular Plan - GrowthAxis Equity Saver Fund - Regular Plan - Growth

HYBRID

Moderately High

9.46%

LIC MF Equity Savings Fund - GrowthLIC MF Equity Savings Fund - Growth

HYBRID

Moderate

9.11%

Union Equity Savings Fund - Regular Plan - GrowthUnion Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderately High

8.85%

Aditya Birla Sun Life Equity Savings Fund - Regular Plan - GrowthAditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

8.54%

Franklin India Equity Savings Fund - GrowthFranklin India Equity Savings Fund - Growth

HYBRID

Low to Moderate

8.43%

Bandhan Equity Savings Fund - Regular Plan - GrowthBandhan Equity Savings Fund - Regular Plan - Growth

HYBRID

Moderate

7.35%

Nippon India Equity Savings Fund - GrowthNippon India Equity Savings Fund - Growth

HYBRID

Moderate

3.44%

Fund Managers

AA

Mr. Anandha Padmanabhan AnjeneyanFund Manager

March 2019 onwards: AVP- Research with PGIM India Asset Management Pvt LtdMay 2018 to March 2019: Senior Research Analyst with Renaissance Investment Managers Private LimitedSeptember 2009 to May 2018: With Canara Robeco AMC Ltd. - Last Position Held - Equity Research Analyst

SV

Mr. Sharma VivekAssistant Fund Manager - Equity

Collectively over 15 years of experience in Indian financial markets, primarily in equity research.

VP

Mr. Vinay PahariaAssociate Portfolio Manager

Vinay has about 11 years experience in equity markets. In his last assigment, Vinay was an Equity Research Analyst with DBS Cholamandalam AMC. Prior to DBS Cholamandalam AMC, Vinay worked with KRC, a domestic broking house, as an Analyst in the PMS division and as a sell side analyst with First Global.

CC

Mr. Chetan ChavanFund Manager

Collectively over 20 years of experience in equity dealing and fund management.

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PGIM India Equity Savings Fund - Growth

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PGIM India Equity Savings Fund - Growth

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PGIM India Equity Savings Fund - Growth

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PGIM India Equity Savings Fund - Growth

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PGIM India Equity Savings Fund - Growth

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PGIM India Equity Savings Fund - Growth

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PGIM India Equity Savings Fund - Growth

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PGIM India Equity Savings Fund - Growth

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PGIM India Equity Savings Fund - Growth

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FAQ's

What is the risk level associated with the PGIM India Equity Savings Fund - Growth?

The PGIM India Equity Savings Fund - Growth is a mutual fund with a Low to Moderate risk level.

What is the current NAV (Net Asset Value) of the PGIM India Equity Savings Fund - Growth as of Jul 18,2024?

The current NAV of the PGIM India Equity Savings Fund - Growth as of Jul 18,2024 is INR 46.59.

What are the returns generated by the PGIM India Equity Savings Fund - Growth over the past 1, 3, and 5 years?

The PGIM India Equity Savings Fund - Growth has delivered returns of 8.65% over the past 1 year, 6.88% over 3 years, and 7.11% over 5 years.

What is the expense ratio associated with the PGIM India Equity Savings Fund - Growth?

The PGIM India Equity Savings Fund - Growth has an expense ratio of 1.31%.

What is the minimum investment amount required for the PGIM India Equity Savings Fund - Growth?

The PGIM India Equity Savings Fund - Growth requires a minimum investment amount of INR 5000.

Is there a systematic investment plan (SIP) available for the PGIM India Equity Savings Fund - Growth?

Yes, SIP is available for the PGIM India Equity Savings Fund - Growth with a minimum investment of INR 5000 per month.

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