PGIM India Equity Savings Fund - Regular Plan - Dividend - Payout

PGIM India Equity Savings Fund - Regular Plan - Dividend - Payout is a fund scheme from PGIM mutual fund. It falls under a Equity Savings category. After being launched on 2004-02-05. PGIM India Equity Savings Fund - Regular Plan - Dividend - Payout has achieved Rs 39.62 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 1000 and lumpsum of Rs 5000 to start the investment. The expense ratio of this fund is 2.36%.

• Investing Strategy:

  The investment objective of the scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be realized or that income will be generated and the scheme does not assure or guarantee any returns.

• Performance:

  PGIM India Equity Savings Fund - Regular Plan - Dividend - Payout trailing returns over different times are 33.93% (1 year), 7.89% (3 year), 7.77% (5 year). The average annual return of this fund stands at 33.93%

• Fund Manager & Portfolio Allocation:

  Alok Agarwal, Kumaresh Ramakrishnan are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Financial Services, Technology, Industrials, Healthcare, Energy, , Sectors. First five holdings of this fund are HDFC Bank Ltd, ICICI Bank Ltd, Reliance Industries Ltd, Tata Consultancy Services Ltd, Bharti Airtel Ltd, 7.26% Govt Stock 2032, 7.3% Govt Stock 2053, 7.26% Govt Stock 2033, 7.1% Govt Stock 2034, 6.54% Govt Stock 2032, PGIM Jennison Global Eq Opps USD I Acc, Net Receivables / (Payables), Clearing Corporation Of India Ltd. Companies.