FAQ : PGIM India Equity Savings Fund - Growth - Direct Plan

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(%) 9.87 8.25 9.01 8.38
Average Rolling Returns(%) 10.39 9.58 8.94 9.56

The Current NAV of PGIM India Equity Savings Fund - Growth - Direct Plan is ₹50.43.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark I-BEX (I-Sec Sovereign Bond Index) returns, as Funds portfolio is significantly different.

PGIM India Equity Savings Fund - Growth - Direct Plan fund’s expense ratio is 0.52%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of PGIM India Equity Savings Fund - Growth - Direct Plan is currently ₹91 Crores.

The Top three stocks are HDFC Bank, Bajaj Finance and JSW Steel and account for 20% of its portfolio. Top 5 and 10 stocks of fund account for 30% and 50% of fund’s portfolio respectively.

Top three sectors of PGIM India Equity Savings Fund - Growth - Direct Plan fund are Miscellaneous, Others and BFSI accounting for 89% 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 Vinay Paharia manage the PGIM India Equity Savings Fund - Growth - Direct Plan Fund.

PGIM India Equity Savings Fund - Growth - Direct Plan current PE ratio is 34.49 and PB ratio is 4.96

The asset allocation of PGIM India Equity Savings Fund - Growth - Direct Plan is Stocks : 30.57%, Debt : 198.52% and Gold : -129.09%

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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