CASPeR Ranking #184

PGIM India Equity Savings Fund Direct Plan Growth

Low to Moderate Risk •Equity Savings• Allocation

NAV (Tue Jan 14 2025)

₹53

Returns (Since Inception)

6.59%

Category Average

7.98%

Rating

Allocation and Holdings

Asset class

Weightage

Financial Services

18.00%

Energy

8.71%

Unknown

43.10%

Basic Materials

7.34%

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4.5

Overall rating

100K+Downloads

Scheme Information

Fund name

PGIM India Equity Savings Fund Direct Plan Growth

Minimum SIP

1000

Risk Level

Low to Moderate Risk

AUM

₹72.25 Cr

ISIN

INF223J01QD0

Inception Date

Jan 01 2013

Standard Deviation

2.169

Beta

Sharpe Ratio

0.334

Benchmark

NIFTY Equity Savings TR INR

Expense Ratio

0.520%

Exit Load

Nil

Risk

Low to Moderate Risk

Investment Objective

The investment objective of the scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments.

Fund Managers

Puneet Pal

Alok Agarwal

Hitash Dang

About the AMC

PGIM India Asset Management Private Limited

Phone Number

+91 22 61593000

Email Address

care@pgimindia.co.in

Corporate Office Address

PGIM India Asset Management Private Limited,Nirlon House, 2nd Floor,,Dr. Annie Besant Road,,Worli,

Overall AUM

₹72.25 Cr

Website

http://www.pgimindiamf.com/

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PGIM India Equity Savings Fund Direct Plan Growth

Allocation and Holdings

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Scheme Information

About the AMC

Popular Hybrid Funds

Popular Allocation funds

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