PGIM India Equity Savings Fund Direct growth

Hybrid • Equity Savings • Direct growth

Credit Rating
Average credit rating
AAA (Highest)

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Hybrid

Equity Savings

Direct growth

Launched On
01 Jan 2013
12.9 years ago
Lock-in Period
No lock-in
NAV
as of 28 Nov 2025
₹57.16
-0.0212% (0.00)
AUM
₹71 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

30.50%
Basic Materials

Basic Materials

27.14%
Energy

Energy

13.40%
Industrials

Industrials

10.39%
Consumer Cyclical

Consumer Cyclical

9.62%

Fund House

PGIM

PGIM

Inc: 21 Jan 2003 • Total AUM: ₹25,926 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: 7.63 yrs • Total AUM: 1,42,452 Cr

Puneet Pal

Experience: 7.95 yrs • Total AUM: 1,69,405 Cr

Anandha Padmanabhan Anjeneyan

Experience: 3.54 yrs • Total AUM: 30,264 Cr

Vivek Sharma

Experience: 1.61 yrs • Total AUM: 1,37,609 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.