Return

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  • 6M
  • 1Y
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  • 5Y
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

65 Cr

Lock In Period

N/A

Expense Ratio

1.32

Benchmark

Nifty50 Hybrid Short Duration Debt 25:75 Index

Exit Load

Nil

Summary

Latest details for PGIM India Equity Savings Fund Growth include a 49.0402 NAV as of Apr 02,2026 and returns since inception of 19.23%. Minimum investments start at SIP ₹1000. The PGIM India Equity Savings Fund Growth AUM is ₹65 Cr, with a lock-in of N/A years, expense ratio of 1.32%, and benchmark Nifty50 Hybrid Short Duration Debt 25:75 Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -2.78% returns, against a category average of -2.01% and a category best of 126.02%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-2.78-2.01126.02
6M-0.830.59126.02
1Y2.704.47126.02
3Y6.0413.23126.02

Portfolio Analysis

  • Equity: 29.56%
  • Debt: 70.44%
  • Others
As on: 2026-02-28
View allocation % by

1. HDFC Bank Ltd.2.28%
2. Reliance Industries Ltd.1.60%
3. Larsen & Toubro Ltd.0.86%
4. Bajaj Finance Ltd.0.65%
5. Kotak Mahindra Bank Ltd.0.54%
6. Tata Steel Ltd.0.15%
7. Ambuja Cements Ltd.-0.01%
8. Adani Ports & Special Economic Zone Ltd.-0.02%

1. Brookfield India Real Estate Trust5.02%

1. IndiGrid Infrastructure Trust4.85%

1. ICICI Bank Ltd.1.70%
2. Axis Bank Ltd.0.31%

1. Infosys Ltd.0.72%
2. Tata Consultancy Services Ltd.0.47%
3. Tech Mahindra Ltd.0.15%
4. Persistent Systems Ltd.0.14%

1. Sun Pharmaceutical Industries Ltd.0.31%
2. JB Chemicals & Pharmaceuticals Ltd.0.31%
3. Mankind Pharma Ltd.0.17%
4. Divi's Laboratories Ltd.0.15%
5. Dr. Reddy's Laboratories Ltd.0.05%
6. Cipla Ltd.0.05%

About Fund

PGIM India Equity Savings Fund Growth managed by PGIM India Mutual Fund,is a Equity Savingsscheme with Assets Under Management of ₹65 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Short Duration Debt 25:75 Index while maintaining an expense ratio of 1.32. Under the expert guidance of Vinay Paharia ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

Fund Name1Y3Y
This FundPGIM India Equity Savings Fund Growth2.703719.2317
This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth125.9965125.9965

FAQs

PGIM India Equity Savings Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of PGIM India Equity Savings Fund Growth is 1.32. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

PGIM India Equity Savings Fund Growth’s fund performance is as follows:
  • 1 Month : -2.78%
  • 6 Months : -0.83%
  • 1 Year : 2.70%
  • 3 Years : 6.04%
Returns of PGIM India Equity Savings Fund Growth are updated daily based on NAV of ₹ 49.0402 as on Apr 02,2026. Since inception, the return has been 19.23%.

You can invest in PGIM India Equity Savings Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of PGIM India Equity Savings Fund Growth is ₹65 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in PGIM India Equity Savings Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500