PGIM India Equity Savings Fund-Dir Growth

Hybrid · Equity Savings
 · ★★★★
₹ 1,000
Min SIP
₹ 5,000
Min Lumpsum
0.46 %
Expense Ratio
★★★★
Rating
105
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 18 August 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 6.8% 10.7% 7.6% 9.1%
Category Average 9.1% 20.5% 12.5% -

Scheme Allocation

By Holding
By Sector
By Asset
8.91%
5.01%
Others
70.17%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 8.91%
Bajaj Finance Finance Equity 6.7%
Tech Mahindra IT - Software Equity 5.71%
JSW Steel Steel Equity 5.01%
Grasim Inds Textiles Equity 3.5%
Ambuja Cements Cement Equity 3.4%
Dabur India FMCG Equity 3.34%
Larsen & Toubro Infrastructure Developers & Operators Equity 3.21%
Titan Company Diamond, Gems and Jewellery Equity 2.88%
Tata Steel Steel Equity 2.18%
Power Grid Corpn Power Generation & Distribution Equity 2.04%
NMDC Mining & Mineral products Equity 2%
HDFC Bank Banks Equity 1.95%
Asian Paints Paints/Varnish Equity 1.92%
Reliance Industr Refineries Equity 1.8%
Adani Ports Infrastructure Developers & Operators Equity 1.47%
Infosys IT - Software Equity 1.42%
UltraTech Cem. Cement Equity 1.06%
ICICI Pru Life Insurance Equity 0.91%
Axis Bank Banks Equity 0.81%
Godrej Consumer FMCG Equity 0.79%
Hind. Unilever FMCG Equity 0.68%
Havells India Consumer Durables Equity 0.63%
Max Healthcare Healthcare Equity 0.56%
M & M Automobile Equity 0.55%
Bharti Airtel Telecomm-Service Equity 0.51%
P I Industries Agro Chemicals Equity 0.43%
Maruti Suzuki Automobile Equity 0.43%
Britannia Inds. FMCG Equity 0.42%
Aditya Bir. Fas. Retail Equity 0.33%
Varun Beverages FMCG Equity 0.32%
Indraprastha Gas Gas Distribution Equity 0.26%
Torrent Pharma. Pharmaceuticals Equity 0.23%
J B Chem & Pharm Pharmaceuticals Equity 0.22%
Cholaman.Inv.&Fn Finance Equity 0.22%
Motherson Wiring Auto Ancillaries Equity 0.22%
Tube Investments Auto Ancillaries Equity 0.22%
SBI Cards Finance Equity 0.21%
Jubilant Food. Quick Service Restaurant Equity 0.2%
Jio Financial Finance Equity 0.19%
ICICI Lombard Insurance Equity 0.13%
Piramal Enterp. Finance Equity 0.07%
Can Fin Homes Finance Equity 0.07%
Cash & Others
51.83%
Debt
31.61%
Banks
11.67%
Cement & Cement Products
7.96%
Finance
7.46%
Equity
68.11%
Net Curr Ass/Net Receivables
51.83%
Govt Securities / Sovereign
13.41%
Reverse Repos
11.82%
T-Bills
4.55%

Advance Ratio

0.52
Alpha
1.04
SD
0.21
Beta
0.83
Sharpe

Exit Load

Exit Load Nil

Fund 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. However, there can be no assurance that the investment objective of the Scheme will be realized or that income will be generated and the scheme does not assure or guarantee any returns.

Fund Managers

Anandha Padmanabhan Anjen

With thirteen (13) years of experience in equity and financial markets, Mr Anandha Padmanabhan is associated with PGIM India Mutual Fund as Fund Manager – Equities. He conducts fundamental research on listed companies and manages investments. His areas of expertise include performance measurement, fundamental equity research, performance attribution, etc.

Mr Anandha Padmanabhan joined PGIM AMC as AVP – Research in March 2019. Before joining PGIM AMC, he worked with Renaissance Investment Managers as Senior Investment Analyst, Canara Robeco AMC as Equity Research Analyst, National Stock Exchange of India Limited as Senior Executive Officer, and ICICI Bank as Executive Trainee. Mr Padmanabhan is a CFA Charter Holder (CFA Institute, USA). He currently manages Equity Savings Fund, Flexi Cap Fund, etc., at PGIM AMC.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

PGIM India Mutual Fund
AUM:
22,517 Cr
Address:
4th Floor, C Wing, Laxmi Towers, Bandra Kurla Complex, Bandra (East), Mumbai - 400 051
Contact:
022-61593000
Email ID:
care@pgimindia.co.in

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Frequently Asked Questions

How to invest in PGIM India Equity Savings Fund-Dir Growth ?

You can invest in PGIM India Equity Savings Fund-Dir Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for PGIM India Equity Savings Fund-Dir Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of PGIM India Equity Savings Fund-Dir Growth ?

The NAV of PGIM India Equity Savings Fund-Dir Growth is ₹47.5 as of 18 August 2023.

How to redeem PGIM India Equity Savings Fund-Dir Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of PGIM India Equity Savings Fund-Dir Growth?

The minimum SIP amount of PGIM India Equity Savings Fund-Dir Growth is ₹1000

What are the top sectors PGIM India Equity Savings Fund-Dir Growth has invested in?

The top sectors PGIM India Equity Savings Fund-Dir Growth has invested in are
  1. Cash & Others - 51.83%
  2. Debt - 31.61%
  3. Banks - 11.67%
  4. Cement & Cement Products - 7.96%
  5. Finance - 7.46%

Can I make investments in both the SIP and Lump Sum schemes of PGIM India Equity Savings Fund-Dir Growth?

Yes, You can select both SIP or Lumpsum investment of PGIM India Equity Savings Fund-Dir Growth based on your investment objective and risk tolerance.

How much returns have PGIM India Equity Savings Fund-Dir Growth generated ?

The PGIM India Equity Savings Fund-Dir Growth has delivered 9.1% since inception

What is the expense ratio of PGIM India Equity Savings Fund-Dir Growth ?

The expense ratio of PGIM India Equity Savings Fund-Dir Growth is 0.46 % as of 18 August 2023.

What is the AUM of PGIM India Equity Savings Fund-Dir Growth?

The AUM of PGIM India Equity Savings Fund-Dir Growth is ₹22,517 Cr as of 18 August 2023

What are the top stock holdings of PGIM India Equity Savings Fund-Dir Growth?

The top stock holdings of PGIM India Equity Savings Fund-Dir Growth are
  1. ICICI Bank - 8.91%
  2. Bajaj Finance - 6.7%
  3. Tech Mahindra - 5.71%
  4. JSW Steel - 5.01%
  5. Grasim Inds - 3.5%

How can I redeem my investments in PGIM India Equity Savings Fund-Dir Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select PGIM India Equity Savings Fund-Dir Growth in Scheme, enter the redemption amount, and click on submit button.
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