PGIM India Equity Savings Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

PGIM India Equity Savings Fund Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹60 Cr

Lock In Period

N/A

Expense Ratio

1.8

Exit Load

Nil

Benchmark

Nifty50 Hybrid Short Duration Debt 25:75 Index

PGIM India Equity Savings Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.650.63126.02
6M1.802.90126.02
1Y3.865.51126.02
3Y6.3814.73126.02

Portfolio Analysis

  • Equity: 81.20%
  • Debt: 18.80%
  • Others
As on: 2026-07-31
View allocation % by

1. HDFC Bank Ltd.7.69%
2. Kotak Mahindra Bank Ltd.2.83%
3. Axis Bank Ltd.2.31%
4. ICICI Bank Ltd.1.90%

1. IndiGrid Infrastructure Trust4.97%
2. Indus Infra Trust3.45%

1. Tata Steel Ltd.7.62%
2. JSW Steel Ltd.0.23%

1. Bajaj Finance Ltd.6.22%
2. Shriram Finance Ltd.0.28%
3. Muthoot Finance Ltd.0.14%

1. Reliance Industries Ltd.6.63%

1. Titan Company Ltd.5.79%

1. Adani Ports & Special Economic Zone Ltd.5.67%

1. Brookfield India Real Estate Trust5.09%

1. NMDC Ltd.4.61%

1. Ambuja Cements Ltd.2.87%
2. Ultratech Cement Ltd.0.26%

1. Infosys Ltd.0.74%
2. Tata Consultancy Services Ltd.0.51%
3. Tech Mahindra Ltd.0.27%
4. Persistent Systems Ltd.0.17%

1. Torrent Pharmaceuticals Ltd.0.43%
2. Sun Pharmaceutical Industries Ltd.0.38%
3. Divi's Laboratories Ltd.0.18%
4. Mankind Pharma Ltd.0.16%
5. Cipla Ltd.0.06%

1. Bharti Airtel Ltd.1.08%
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About Fund PGIM India Equity Savings Fund Growth

PGIM India Equity Savings Fund Growth managed by PGIM India Mutual Fund,is a Equity Savingsscheme with Assets Under Management of ₹60 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Short Duration Debt 25:75 Index while maintaining an expense ratio of 1.8. 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 NameRatingsAUMExpense Ratio
Bajaj Finserv Equity Savings Fund Growth040 CR2.37
Quant Equity Savings Fund Growth054 CR3.82
PGIM India Equity Savings Fund Growth059 CR1.8
Nippon India Equity Savings Fund - Segregated Portfolio 1 Growth0775 CR
Fund Name1Y3Y
This FundBajaj Finserv Equity Savings Fund Growth00
This FundQuant Equity Savings Fund Growth6.21010
This FundPGIM India Equity Savings Fund Growth3.855320.3708
This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth125.9965125.9965

PGIM India Equity Savings Fund Growth 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 1.8. 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 : 0.65%
  • 6 Months : 1.80%
  • 1 Year : 3.86%
  • 3 Years : 6.38%
Returns of PGIM India Equity Savings Fund Growth are updated daily based on NAV of ₹ 51.3527 as on Aug 20,2026. Since inception, the return has been 20.37%.

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 ₹60 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.