PGIM India Equity Savings Fund - Growth Option

3
Equity Savings NAV 43.8359 0 08 December, 2023

Fund Details

Category Equity Savings
Fund Type Open Ended
Investment Plan Growth
Launch Date 29 January, 2004
Benchmark NIFTY Equity Savings TRI
Asset Size(Cr) 100.21209999999999
ISIN No. INF223J01FB7
Turn over 69%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load Nil
Expense Ratio 1.31
Fund Manager Puneet Pal, Vinay Paharia, Hitash Dang, Anandha Padmanabhan Anjeneyan
Fund House PGIM India Mutual Fund

Investment Returns (As on 08 Dec, 2023)

Duration Returns Benchmark Category
1 W -0.16% 1.58% 0.69%
1 M 0.07% 4.02% 1.68%
3 M 0.95% 1.44% 1.59%
6 M 4.19% 0.35% 1.82%
1 Y 6.27% 7.25% 5.02%
2 Y 6.73% 12.49% 6.73%
3 Y 9.03% 23.79% 11.09%
5 Y 7.41% 12.46% 6.6%

Risk Mesasures (As on 08 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 3.83 1.54 2.63 0.52
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 52.62%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
PGIM India Equity Savings Fund - Growth Option 6.27% 9.03% 7.41%
HDFC Equity Savings Fund - GROWTH PLAN 9.91% 13.62% 9.42%
SBI Equity Savings Fund - Regular Plan - Growth 13.75% 12.76% 10.56%
Nippon India Equity Savings Fund- Growth Plan- Growth Option 10.31% 10.17% 2.44%
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth 9.28% 9.59% 8.36%

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