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PGIM India Equity Savings Fund(G)-Direct Plan

PGIM India Equity Savings Fund(G)-Direct Plan

HybridDirect GrowthMedium Risk

+6.35%

5Y annualised

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NAV : 04 Sep 2026

₹58.42

Min. SIP amount

₹1,000

Fund size (AUM)

59 Cr

Expense ratio

0.58%

Launched on

01 Jan 2013

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,20,703

Stock Allocation

Stock nameSectorAllocation
Net Receivables / (Payables)Cash & Cash Equivalents And Net Assets48.68%
7.1% Government Of IndiaGovernment Securities8.54%
Brookfield India Real Estate TrustFinance5.09%

Fund Composition

59 Cr

Large Cap

26.59%

Others

78.99%

Sector Allocation

59 Cr

Cash & Cash Equivalents And Net Assets

49.97%

Finance

14.69%

Government Securities

11.99%

Bank

6.00%

Corporate Debt

3.51%

Automobile & Ancillaries

1.79%

Crude Oil

1.69%

It

1.68%

Others

4.94%

Minimum investments

Min. for SIP1000
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

No exit load

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

AP

Anandha Padmanabhan Anjeneyan

Present

SV

Sharma Vivek

Present

VP

Vinay Paharia

Present

PP

Puneet Pal

Present

Similar/Peer Fund Comparison

Fund name
E

Edelweiss Equity Savings Fund(G)-Direct Plan

+11.63%
H

HSBC Equity Savings Fund(G)-Direct Plan

+13.26%
W

WOC Equity Savings Fund(G)-Direct Plan

+0.00%
M

Mahindra Manulife Equity Savings Fund(G)-Direct Plan

+9.82%
M

Mirae Asset Equity Savings Fund(G)-Direct Plan

+10.18%
A

Axis Equity Savings Fund(G)-Direct Plan

+9.92%
K

Kotak Equity Savings Fund(G)-Direct Plan

+10.53%
A

Aditya Birla SL Equity Savings Fund(G)-Direct Plan

+8.27%

FAQs

PGIM India Equity Savings Fund(G)-Direct Plan is a part of PGIM India Asset Management Private Limited, it was incepted on 01 Jan 2013. This fund is managed by Anandha Padmanabhan Anjeneyan, Sharma Vivek, Vinay Paharia and Puneet Pal. It is a Hybrid type of fund.

The current NAV of PGIM India Equity Savings Fund(G)-Direct Plan is ₹58.42 (as of 04 Sep 2026).

PGIM India Equity Savings Fund(G)-Direct Plan has delivered 4.16% in 1 year, 6.88% in 3 years, and 6.35% in 5 years (annualised).

The minimum SIP amount for PGIM India Equity Savings Fund(G)-Direct Plan is ₹1000.

The expense ratio of PGIM India Equity Savings Fund(G)-Direct Plan is 0.58%.

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