PP
Puneet PalFund Manager Since 1 Dec 2021
AllocationEquity Savings
PGIM India Equity Savings Fund Direct Regular Reinvestment Inc Dist cum Cap Wdrl
3Y Annualised
N/A
-0.05% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.41%
-0.05% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
6 years 8 months
NIFTY 50
5 years 6 months
FD
9 years 7 months
Fund info
Fund size
₹65.97 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹5000
Exit load
0%
Nil
Risk Profile
Moderate Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
HSBC Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wrdl
2.55%
2nd
HSBC Equity Savings Direct Plan Quarterly Payout of Income Distribution cum Cap Wrdl
2.55%
3rd
HSBC Equity Savings Quarterly Payout of Income Distribution cum Cap Wrdl
2.47%
4th
HSBC Equity Savings Quarterly Reinvestment of Income Distribution cum Cap Wrdl
2.47%
5th
PGIM India Equity Savings Fund Direct Regular Reinvestment Inc Dist cum Cap Wdrl
2.41%
Fund Managers
AA
Alok AgarwalFund Manager Since 29 Oct 2018
HD
Hitash DangFund Manager Since 1 Jun 2021
About PGIM India Equity Savings Fund Direct Regular Reinvestment Inc Dist cum Cap Wdrl
PGIM India Equity Savings Fund Direct Regular Reinvestment Inc Dist cum Cap Wdrl is a Allocation mutual fund scheme from PGIM India Asset Management Private Limited. This fund has been in existence for 7 years, having been launched on 2018-10-12. PGIM India Equity Savings Fund Direct Regular Reinvestment Inc Dist cum Cap Wdrl has ₹65.97 Cr worth of assets under management (AUM) as of Mon Feb 23 2026. The latest Net Asset Value (NAV) of PGIM India Equity Savings Fund Direct Regular Reinvestment Inc Dist cum Cap Wdrl as of Fri Mar 05 2021 is ₹12.1329. The fund has an expense ratio of 0.58%, which is medium comparable to most other Allocation funds.
PGIM India Equity Savings Fund Direct Regular Reinvestment Inc Dist cum Cap Wdrl returns for the last 1 year are 10.91%. Since launch, it has delivered 10.54% average annual returns.
The PGIM India Equity Savings Fund Direct Regular Reinvestment Inc Dist cum Cap Wdrl has the majority of its money invested in null, Basic Materials, Financial Services, Energy, Consumer Cyclical sectors.
Top 5 Holdings of PGIM India Equity Savings Fund Direct Regular Reinvestment Inc Dist cum Cap Wdrl.
- Future on Tata Steel Ltd.: 8.23%
- Tata Steel Ltd: 8.21%
- HDFC Bank Ltd: 8.07%
- 7.10% Gs 2034: 7.75%
- Reliance Industries Ltd: 7.47%
AMC Information
| Name | PGIM India Asset Management Private Limited |
|---|---|
| Founding Date | 2018-10-12 |
| care@pgimindia.co.in | |
| Phone | +91 22 61593000 |
| Website | http://www.pgimindiamf.com/ |
| Address | PGIM India Asset Management Private Limited,Nirlon House, 2nd Floor,,Dr. Annie Besant Road,,Worli, |
Tax Implications of PGIM India Equity Savings Fund Direct Regular Reinvestment Inc Dist cum Cap Wdrl
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0
