Return

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  • 1Y
  • 3Y
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

62 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 50.1945 NAV as of Apr 22,2026 and returns since inception of 21.61%. Minimum investments start at SIP ₹1000. The PGIM India Equity Savings Fund Growth AUM is ₹62 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 1.71% returns, against a category average of 1.56% and a category best of 126.02%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.711.56126.02
6M0.431.97126.02
1Y3.706.01126.02
3Y6.7414.73126.02

Portfolio Analysis

  • Equity: 75.13%
  • Debt: 24.87%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Ltd.7.26%
2. ICICI Bank Ltd.3.05%
3. Kotak Mahindra Bank Ltd.2.43%
4. Axis Bank Ltd.0.39%

1. Tata Steel Ltd.8.89%
2. JSW Steel Ltd.0.15%

1. Reliance Industries Ltd.7.67%

1. Bajaj Finance Ltd.6.37%
2. Shriram Finance Ltd.0.23%
3. Muthoot Finance Ltd.0.14%

1. IndiGrid Infrastructure Trust5.07%
2. Indus Infra Trust0.28%

1. Brookfield India Real Estate Trust4.62%

1. Titan Company Ltd.4.57%

1. Adani Ports & Special Economic Zone Ltd.4.20%

1. NMDC Ltd.3.97%

1. Ambuja Cements Ltd.2.50%
2. Ultratech Cement Ltd.0.27%

1. Cipla Ltd.0.78%
2. Sun Pharmaceutical Industries Ltd.0.36%
3. JB Chemicals & Pharmaceuticals Ltd.0.33%
4. Mankind Pharma Ltd.0.16%
5. Divi's Laboratories Ltd.0.15%
6. Dr. Reddy's Laboratories Ltd.0.05%

1. Infosys Ltd.0.73%
2. Tata Consultancy Services Ltd.0.44%
3. Tech Mahindra Ltd.0.16%
4. Persistent Systems Ltd.0.15%

1. Larsen & Toubro Ltd.1.28%

About Fund

PGIM India Equity Savings Fund Growth managed by PGIM India Mutual Fund,is a Equity Savingsscheme with Assets Under Management of ₹62 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.

Fund Managers

Vinay Paharia

Mr. Vinay holds a Commerce degree and holds an MMS degree from Welingkar Institute of Management, Mumbai. He is also a Chartered Financial Analyst from ICFAI. He has over 8 years experience in equity research. Prior to joining Religare Asset Management, Vinay was an Equity Research Analyst with DBS Cholamandalam AMC. Prior to DBS Cholamandalam AMC, Vinay worked with KRC, a domestic broking house, as an Analyst in the PMS division and as a sell side analyst with First Global.

Peer Comparison

Fund Name1Y3Y
This FundPGIM India Equity Savings Fund Growth3.696421.6071
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 : 1.71%
  • 6 Months : 0.43%
  • 1 Year : 3.70%
  • 3 Years : 6.74%
Returns of PGIM India Equity Savings Fund Growth are updated daily based on NAV of ₹ 50.1945 as on Apr 22,2026. Since inception, the return has been 21.61%.

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 ₹62 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