Pgim India Equity Savings Fund Growth Direct Plan

50.70
NAV (Apr 22,2024)

Introducing PGIM India Equity Savings Fund - Growth - Direct Plan, an investment opportunity for growth-oriented individuals. With an expense ratio of 0.52%, this plan offers an attractive PE ratio of 35.20 and a PB ratio of 5.07. The scheme's AUM stands at ₹93.47 crore, and the minimum investment required is ₹5000. Enjoy the flexibility of a zero lock-in period, and benefit from this plan established on January 1, 2013. Invest today and watch your money grow!

Pgim India Equity Savings Fund Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Pgim India Equity Savings Fund Growth Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    36.44
  • P/B Ratio
    UM_URBAN_MONEY

    5.07
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.21
  • Sortino
    UM_URBAN_MONEY

    0.39

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.52%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

90.35 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 Apr 23, 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 %)

10,193.92 (1.94%)10,525.31 (5.25%)11,011.09 (10.11%)12,874.37 (28.74%)14,904.42 (49.04%)
30,581.76 (1.94%)31,575.93 (5.25%)33,033.27 (10.11%)38,623.11 (28.74%)44,713.26 (49.04%)
50,969.6 (1.94%)52,626.55 (5.25%)55,055.45 (10.11%)64,371.85 (28.74%)74,522.1 (49.04%)
81,551.36 (1.94%)84,202.48 (5.25%)88,088.72 (10.11%)1,02,994.96 (28.74%)1,19,235.36 (49.04%)
1,01,939.2 (1.94%)1,05,253.1 (5.25%)1,10,110.9 (10.11%)1,28,743.7 (28.74%)1,49,044.2 (49.04%)

Calculate Your Mutual Fund Returns

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

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Net Receivables Payables55.15%
  • Government of India15.79%
  • Clearing Corporation of India Ltd7.26%
  • DAYS TBILL RED5.39%
  • ICICI Bank Ltd1.44%
  • HDFC Bank Ltd1.35%
  • Reliance Industries Ltd1.24%
  • Axis Bank Ltd0.87%
  • Bharti Airtel Ltd0.81%
  • Ultratech Cement Ltd0.80%
  • Maruti Suzuki India Ltd0.76%
  • Infosys Ltd0.69%
  • VARUN BEVERAGES LIMITED0.65%
  • Avenue Supermarts Ltd0.64%
  • Larsen & Toubro Ltd0.60%
  • Coforge Ltd0.54%
  • Max Healthcare Institute Ltd0.51%
  • LTIMindtree Ltd0.49%
  • Mankind Pharma Ltd0.44%
  • ICICI Lombard General Insurance Co Ltd0.40%
  • Titan Company Ltd0.37%
  • Kotak Mahindra Bank Ltd0.36%
  • Cholamandalam Investment & Finance Company Ltd0.36%
  • JB Chemicals & Pharmaceuticals Ltd0.34%
  • SRF Ltd0.31%
  • Tube Investments Of India Ltd0.31%
  • Indraprastha Gas Ltd0.29%
  • CG Power and Industrial Solutions Ltd0.26%
  • InterGlobe Aviation Ltd0.25%
  • L&T Technology Services Ltd0.24%
  • Hindustan Unilever Ltd0.23%
  • Mahindra & Mahindra Ltd0.19%
  • United Spirits Ltd0.19%
  • HDFC Life Insurance Company Ltd0.18%
  • Zomato Ltd0.17%
  • Bajaj Finance Ltd0.15%
  • Havells India Ltd0.15%
  • Motherson Sumi Wiring India Ltd0.15%
  • Godrej Consumer Products Ltd0.00%
  • ACC Ltd0.00%
  • Can Fin Homes Ltd0.00%
  • Piramal Enterprises Ltd0.00%
  • Grasim Industries Ltd-0.01%
  • The Federal Bank Ltd-0.01%
  • ICICI Prudential Life Insurance Co Ltd-0.01%
  • L&T Finance Holdings Ltd-0.01%
  • Tata Steel Ltd-0.02%
  • Adani Ports & Special Economic Zone Ltd-0.02%
  • Ambuja Cements Ltd-0.03%
  • Dabur India Ltd-0.03%
  • Tech Mahindra Ltd-0.04%
  • Zee Entertainment Enterprises Ltd-0.04%
  • JSW Steel Ltd-0.05%

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

11.04%

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

9.37%

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

HYBRID

Moderate

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

Moderately High

7.37%

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

HYBRID

Moderate

6.94%

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

HYBRID

Low to Moderate

4.75%

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

HYBRID

Moderate

4.63%

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

HYBRID

Moderate

4.17%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Sundaram Equity Savings Fund - GrowthSundaram Equity Savings Fund - Growth

HYBRID

Moderately High

20.36%

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

HYBRID

Moderate

19.84%

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

Moderately High

16.37%

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

HYBRID

Moderately High

15.56%

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

HYBRID

Moderate

15.33%

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

HYBRID

Moderately High

13.51%

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%

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

HYBRID

Low to Moderate

10.50%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Sundaram Equity Savings Fund - GrowthSundaram Equity Savings Fund - Growth

HYBRID

Moderately High

12.90%

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

HYBRID

Moderately High

10.57%

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

HYBRID

Moderately High

10.53%

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

HYBRID

Moderate

9.22%

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

HYBRID

Moderately High

9.18%

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

HYBRID

Moderately High

9.16%

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

HYBRID

Moderate

8.88%

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

HYBRID

Moderately High

7.89%

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

HYBRID

Moderately High

7.77%

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)

Kotak Equity Savings Fund - GrowthKotak Equity Savings Fund - Growth

HYBRID

Moderately High

10.60%

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

HYBRID

Moderately High

10.38%

HDFC Equity Savings Fund - GrowthHDFC Equity Savings Fund - Growth

HYBRID

Moderately High

10.21%

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

HYBRID

Moderate

10.19%

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

HYBRID

Moderately High

9.14%

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

HYBRID

Moderate

8.54%

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

HYBRID

Moderately High

8.51%

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

HYBRID

Moderate

8.32%

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

HYBRID

Moderate

7.93%

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

HYBRID

Low to Moderate

7.62%

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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