PGIM India Equity Savings Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 4 | 6.19 | 5.66 | 6.64 |
| Average Rolling Returns(%) | 7.64 | 7.74 | 8.00 | 7.97 |
The Current NAV of PGIM India Equity Savings Fund - Growth - Direct Plan is ₹57.77.
You should look for a fund with better more consistent performance track record. However, funds returns unlikely to be different than its benchmark NIFTY 50, as the Funds portfolio is similar to its benchmark.
PGIM India Equity Savings Fund - Growth - Direct Plan fund’s expense ratio is 0.55%
The process for redemption is
The AUM of PGIM India Equity Savings Fund - Growth - Direct Plan is currently ₹59 Crores.
The Top three stocks are Tata Steel, HDFC Bank and Reliance Industries and account for 21% of its portfolio. Top 5 and 10 stocks of fund account for 33% and 52% of fund’s portfolio respectively.
Top three sectors of PGIM India Equity Savings Fund - Growth - Direct Plan fund are Miscellaneous, BFSI and Others accounting for 88% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Equity Savings it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of PGIM India Equity Savings Fund - Growth - Direct Plan Fund is Hybrid - Equity Savings.
Anandha Padmanabhan Anjeneyan and Sharma Vivek manage the PGIM India Equity Savings Fund - Growth - Direct Plan Fund.
PGIM India Equity Savings Fund - Growth - Direct Plan current PE ratio is 29.13 and PB ratio is 5.93
The asset allocation of PGIM India Equity Savings Fund - Growth - Direct Plan is Stocks : 29.18%, Debt : 140.32% and Gold : -69.50%
The minimum SIP amount for PGIM India Equity Savings Fund - Growth - Direct Plan is ₹1000.00 and minimum lumpsum is ₹5000.00
The exit load for PGIM India Equity Savings Fund - Growth - Direct Plan is Nil
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Name of the IA registered
with SEBI: |
The Alchemists Ark Pvt. Ltd. |
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Logo:
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Trade/Brand
Name of IA: |
MoneyWorks4Me Investment Advisers |
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Brand Logo:
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SEBI Registration Number:
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INA000013323 Validity – May 16, 2019 – Perpetual |
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Registration:
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Non-Individual |
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BSE Enlistment No:
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1187 |
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Address:
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B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045 |
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Compliance Officer
Details: |
Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com |
Telephone: +919860359463 Address: Same as IA |
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Grievance Officer
Details: |
Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com |
Telephone: +919860919463 Address: Same as IA |
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Principal Officer
Details: |
Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com |
Telephone: +919175899463 Address: Same as IA |
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Standard Warning:
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Investment in securities market are subject to market risks. Read all the related documents carefully before investing. |
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Disclaimer:
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Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. |
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