PGIM India Equity Savings Fund Direct dividend reinvestment

Hybrid • Equity Savings • Direct dividend reinvestment

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Insufficient fund history to generate its report card

Credit Rating
Average credit rating
AAA (Highest)

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Hybrid

Equity Savings

Direct dividend reinvestment

Launched On
12 Oct 2018
7.2 years ago
Lock-in Period
No lock-in
NAV
as of 05 Mar 2021
₹12.13
-0.0512% (0.00)
AUM
₹69 Cr
Expense ratio
0.58%
Benchmark
NIFTY Equity Savings
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold anytime

0%

What's in this fund?

Credit Rating
Sectors
Holdings
Financial Services

Financial Services

31.17%
Basic Materials

Basic Materials

25.86%
Energy

Energy

12.90%
Industrials

Industrials

10.85%
Consumer Cyclical

Consumer Cyclical

9.96%

Fund House

PGIM

PGIM

Inc: 21 Jan 2003 • Total AUM: ₹26,629 Cr • Rank #27
PGIM India Mutual Fund, started in 2016, has Prudential Financial Inc as its sponsors. The fund house is headed by Ajit Menon as the CEO. As of 31 March 2024, it has an AUM of ₹23,973 Cr. The fund house has a network across 27 cities and tie-ups with 8,000+ distributors.

Fund Managers

Vinay Paharia

Experience: 7.69 yrs • Total AUM: 1,46,186 Cr

Puneet Pal

Experience: 8.01 yrs • Total AUM: 1,73,462 Cr

Anandha Padmanabhan Anjeneyan

Experience: 3.60 yrs • Total AUM: 31,354 Cr

Vivek Sharma

Experience: 1.67 yrs • Total AUM: 1,41,631 Cr

Risk

Category risk
Low to moderate
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.