PGIM India Equity Savings Fund Direct dividend reinvestment
Hybrid • Equity Savings • Direct dividend reinvestment
Insufficient fund history to generate its report card
Average credit rating
AAA (Highest)
CAGR
₹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
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Tax info and exit load
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
31.17%
Basic Materials
25.86%
Energy
12.90%
Industrials
10.85%
Consumer Cyclical
9.96%
Fund House
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'.
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