Pgim India Equity Savings Fund Growth

Risk: Low to Moderate
₹ 47.06
NAV (Sep 6,2024)

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

    45.09
  • P/B Ratio
    UM_URBAN_MONEY

    6.06
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.17
  • Sortino
    UM_URBAN_MONEY

    0.30

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

₹ 94.19 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 Sep 08, 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 %)

₹ 10,000₹ 10,313.74 (3.14%)₹ 10,522.44 (5.22%)₹ 10,980.66 (9.81%)₹ 12,043.63 (20.44%)₹ 14,891.2 (48.91%)
₹ 30,000₹ 30,941.22 (3.14%)₹ 31,567.32 (5.22%)₹ 32,941.98 (9.81%)₹ 36,130.89 (20.44%)₹ 44,673.6 (48.91%)
₹ 50,000₹ 51,568.7 (3.14%)₹ 52,612.2 (5.22%)₹ 54,903.3 (9.81%)₹ 60,218.15 (20.44%)₹ 74,456 (48.91%)
₹ 80,000₹ 82,509.92 (3.14%)₹ 84,179.52 (5.22%)₹ 87,845.28 (9.81%)₹ 96,349.04 (20.44%)₹ 1,19,129.6 (48.91%)
₹ 1,00,000₹ 1,03,137.4 (3.14%)₹ 1,05,224.4 (5.22%)₹ 1,09,806.6 (9.81%)₹ 1,20,436.3 (20.44%)₹ 1,48,912 (48.91%)

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 Payables52.21%
  • Government of India15.25%
  • Clearing Corporation of India Ltd10.71%
  • DAYS TBILL RED5.29%
  • Tata Consultancy Services Ltd1.61%
  • ICICI Bank Ltd1.53%
  • HDFC Bank Ltd1.47%
  • Reliance Industries Ltd1.21%
  • Axis Bank Ltd0.93%
  • VARUN BEVERAGES LIMITED0.71%
  • Larsen & Toubro Ltd0.58%
  • Maruti Suzuki India Ltd0.55%
  • Avenue Supermarts Ltd0.52%
  • Ultratech Cement Ltd0.51%
  • Bharti Airtel Ltd0.47%
  • ICICI Lombard General Insurance Co Ltd0.46%
  • Cholamandalam Investment & Finance Company Ltd0.42%
  • TVS Motor Company Ltd0.38%
  • JB Chemicals & Pharmaceuticals Ltd0.38%
  • Max Healthcare Institute Ltd0.36%
  • Indraprastha Gas Ltd0.35%
  • CG Power and Industrial Solutions Ltd0.34%
  • Tube Investments Of India Ltd0.33%
  • Titan Company Ltd0.32%
  • InterGlobe Aviation Ltd0.31%
  • SRF Ltd0.30%
  • Mahindra & Mahindra Ltd0.28%
  • Havells India Ltd0.26%
  • United Spirits Ltd0.23%
  • L&T Technology Services Ltd0.22%
  • Zomato Ltd0.21%
  • Hindustan Aeronautics Ltd0.21%
  • Persistent Systems Ltd0.19%
  • Shriram Finance Ltd0.19%
  • HDFC Life Insurance Company Ltd0.19%
  • Voltas Ltd0.19%
  • Mankind Pharma Ltd0.19%
  • Motherson Sumi Wiring India Ltd0.16%
  • Bajaj Finance Ltd0.12%
  • Cummins India Ltd0.11%
  • The Federal Bank Ltd0.00%
  • Kotak Mahindra Bank Ltd0.00%
  • IndusInd Bank Ltd0.00%
  • L&T Finance Ltd0.00%
  • ACC Ltd0.00%
  • Godrej Consumer Products Ltd-0.01%
  • Multi Commodity Exchange Of India Ltd-0.01%
  • Tech Mahindra Ltd-0.02%
  • Tata Steel Ltd-0.02%
  • Dabur India Ltd-0.03%
  • Adani Ports & Special Economic Zone Ltd-0.03%
  • Ambuja Cements Ltd-0.04%
  • JSW Steel Ltd-0.06%

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

13.73%

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

HYBRID

Moderately High

9.54%

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

HYBRID

Moderately High

8.00%

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

HYBRID

Moderately High

7.65%

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

HYBRID

Moderate

7.58%

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

HYBRID

Moderately High

7.56%

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

HYBRID

Moderate

6.06%

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

HYBRID

Moderate

6.02%

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

HYBRID

Low to Moderate

5.87%

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

21.64%

Sundaram Equity Savings Fund - GrowthSundaram Equity Savings Fund - Growth

HYBRID

Moderate

18.76%

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

HYBRID

Moderately High

18.46%

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

HYBRID

Moderately High

17.92%

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

HYBRID

Moderate

17.69%

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

HYBRID

Moderate

17.07%

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

HYBRID

Low to Moderate

16.09%

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

HYBRID

Moderate

14.46%

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

12.98%

Sundaram Equity Savings Fund - GrowthSundaram Equity Savings Fund - Growth

HYBRID

Moderate

11.85%

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

HYBRID

Moderately High

10.53%

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

HYBRID

Moderately High

10.53%

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

HYBRID

Moderately High

10.05%

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

HYBRID

Moderate

9.64%

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

Low to Moderate

8.84%

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

HYBRID

Moderate

8.66%

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

HYBRID

Moderate

8.21%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Sundaram Equity Savings Fund - GrowthSundaram Equity Savings Fund - Growth

HYBRID

Moderate

13.72%

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

HYBRID

Moderately High

13.67%

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

HYBRID

Moderately High

13.11%

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

HYBRID

Moderately High

11.33%

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

HYBRID

Moderate

11.22%

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

HYBRID

Moderately High

10.19%

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

HYBRID

Low to Moderate

9.97%

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

HYBRID

Moderately High

9.30%

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

HYBRID

Moderate

8.04%

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

HYBRID

Moderate

5.20%

Show all Funds

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.

PP

Mr. Puneet PalHead - Fixed Income

Mr. Puneet Pal has over 10 years of experience in asset management. In his position as Head of Fixed Income, Puneet is an integral part of a team of investment professionals managing Fixed Income funds for BNP Paribas Mutual Fund. In his previous assignment, he was Senior Vice President & Fund Manager at UTI Mutual Fund from July 2008 - February 15, 2012. Puneet was a Fund Manager at Tata Mutual Fund (August 2006 - July 2008) before which he was with UTI Mutual Fund for 3 years.

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Compare with similar Funds

PGIM India Equity Savings Fund - Growth

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LIC MF Equity Savings Fund - Growth

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Sundaram Equity Savings Fund - Growth

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DSP Equity Savings Fund - Regular Plan - Growth

PGIM India Equity Savings Fund - Growth

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Tata Equity Savings Fund - Regular Plan - Growth

PGIM India Equity Savings Fund - Growth

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Mirae Asset Equity Savings Fund - Regular Plan - Growth

PGIM India Equity Savings Fund - Growth

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Edelweiss Equity Savings Fund - Regular Plan - Growth

PGIM India Equity Savings Fund - Growth

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Invesco India Equity Savings Fund - Regular Plan - Growth

PGIM India Equity Savings Fund - Growth

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Mahindra Manulife Equity Savings Fund - Regular Plan - Growth

PGIM India Equity Savings Fund - Growth

vs

Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

PGIM India Equity Savings Fund - Growth

vs

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

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 Sep 6,2024?

The current NAV of the PGIM India Equity Savings Fund - Growth as of Sep 6,2024 is INR 47.06.

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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