PP
Puneet PalFund Manager Since 1 Dec 2021
AllocationEquity Savings
PGIM India Equity Savings Fund Growth Option
3Y Annualised
6.35%
0.15% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
Annualised
-1.05%
0.15% 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
11 years 3 months
NIFTY 50
6 years
FD
9 years 7 months
Fund info
Fund size
₹69.96 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹5000
Exit load
0%
Nil
Risk Profile
Low to Moderate Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
PGIM India Equity Savings Fund Direct Regular Reinvestment Inc Dist cum Cap Wdrl
2.41%
2nd
PGIM India Equity Savings Fund Direct Regular Payout Inc Dist cum Cap Wdrl
2.41%
3rd
Kotak Equity Savings Fund Direct Quarterly Payout of Income Distribution cum Cap Wdrl
1.94%
4th
Kotak Equity Savings Fund Direct Quarterly Reinvestment of Income Distribution cum Cap Wdrl
1.94%
5th
Kotak Equity Savings Fund Regular Quarterly Payout of Income Distribution cum Cap Wdrl
1.86%
69th
PGIM India Equity Savings Fund Growth Option
-1.05%
Fund Managers
AA
Alok AgarwalFund Manager Since 29 Oct 2018
HD
Hitash DangFund Manager Since 1 Jun 2021
About PGIM India Equity Savings Fund Growth Option
PGIM India Equity Savings Fund Growth Option is a Allocation mutual fund scheme from PGIM India Asset Management Private Limited. This fund has been in existence for 21 years, having been launched on 2004-01-29. PGIM India Equity Savings Fund Growth Option has ₹69.96 Cr worth of assets under management (AUM) as of Thu Mar 06 2025. The latest Net Asset Value (NAV) of PGIM India Equity Savings Fund Growth Option as of Wed Mar 05 2025 is ₹47.2383. The fund has an expense ratio of 1.32%, which is medium comparable to most other Allocation funds.
PGIM India Equity Savings Fund Growth Option returns for the last 1 year are 5.51%. Since launch, it has delivered 7.64% average annual returns.
The PGIM India Equity Savings Fund Growth Option has the majority of its money invested in Financial Services, Energy, null, Basic Materials sectors.
Top 5 Holdings of PGIM India Equity Savings Fund Growth Option.
- Bajaj Finance Ltd: 9.49%
- Reliance Industries Ltd: 9.37%
- HDFC Bank Ltd: 8.96%
- Future on Bajaj Finance Ltd: 8.93%
- Future on Reliance Industries Ltd: 7.99%
AMC Information
| Name | PGIM India Asset Management Private Limited |
|---|---|
| Founding Date | 2004-01-29 |
| 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 Growth Option
| 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. |
Similar Funds from PGIM India Asset Management Private Limited
PGIM India Equity Savings Fund Growth Option
AllocationEquity Savings
3Y CAGR
6.35%
expense ratio
1.32%
fund size
₹69.96 Cr
PGIM India Gilt Fund Direct Plan Growth
Fixed IncomeGovernment Bond
3Y CAGR
7.17%
expense ratio
0.50%
fund size
₹113.71 Cr
PGIM India Midcap Opportunities Fund Direct Growth
EquityMid-Cap
3Y CAGR
13.71%
expense ratio
0.47%
fund size
₹10459.70 Cr
PGIM India Corporate Bond Fund Growth
Fixed IncomeCorporate Bond
3Y CAGR
5.90%
expense ratio
1.01%
fund size
₹94.96 Cr
PGIM India Ultra Short Duration Fund Regular Plan Growth
Fixed IncomeUltra Short Duration
3Y CAGR
7.42%
expense ratio
0.92%
fund size
₹203.53 Cr
FAQs
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