PGIM India Equity Savings Fund Direct Plan Growth: NAV, Returns, Calculator, Expense Ratio & Review

PGIM India Equity Savings Fund Direct Plan Growth

Low To Moderate Risk

Hybrid

3 Star

NAV as of Aug 29, 2025

55.83

-0.09%1D Change

Returns since inception

8.93%p.a.

Low To Moderate Risk

Hybrid

3 Star

NAV as of Aug 29, 2025

55.83

-0.09%1D Change

Returns since inception

8.93%p.a.

PGIM India Equity Savings Fund Direct Plan Growth

Low To Moderate Risk|Hybrid|3 Star
NAV as of Aug 29, 2025

55.83

-0.09%1D

Returns since inception

8.93%p.a.

Returns Calculator

Investment Type

Monthly SIP
One-Time
4000
20
yrs
Total investment₹9.6 Lakhs
Returns0
Final Value0
Absolute ReturnNaN%

Fund Overview

  • Rating3 Star
  • Expense ratio0.58%
  • Exit Load0% within 0 days
  • AUM (Fund size)₹73.12 Crore
  • Lock-in periodNo Lock-in
  • Age12 yrs since Jan 01, 2013
  • Min. investmentSIP ₹1000 & Lump. ₹5000
  • RiskLow to Moderate
  • Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
  • Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Fund Distribution

Top Holdings
Top Sectors
Holding NameAssets (%)
Net Receivables / (Payables)53.52%
Clearing Corporation Of India Ltd.10.53%
HDFC Bank Ltd9.27%
Reliance Industries Ltd8.7%
Bajaj Finance Ltd8.34%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
Edelweiss Equity Savings ...₹ 750 Cr
27.97
| -0.06%
Moderate
ICICI Prudential Equity S...₹ 15,302 Cr
24.34
| -0.08%
Moderate
Aditya Birla Sun Life Equ...₹ 839 Cr
24.47
| -0.04%
Moderate
DSP Equity Savings Fund D...₹ 678 Cr
24.33
| -0.08%
Moderately High risk

NAV History

FUND

PGIM India Equity Savings Fund Direct Plan Growth

NAV (Aug 29, 2025)₹55.83
ClassHybrid | Equity Savings
Inception DateJan 01, 2013
Fund ManagerVinay Paharia, Puneet Pal, Anandha Padmanabhan Anjeneyan, Vivek Sharma

FUND

PGIM India Equity Savings Fund Direct Plan Growth

Initial Price₹10
Min. Investment AmountSIP ₹1000 and Lump. ₹5000
Exit Load0% within 0 days

Returns

1W

1M

3M

6M

1Y

3Y

PGIM India Equity Sa...-0.39%0.02%0.97%4.9%5.66%7.92%

About PGIM India Asset Management Private Limited

PGIM India Mutual Fund is a subsidiary of PGIM. The fund house offers a wide range of equity and debt-oriented funds for individuals to meet their financial goals. The fund house has its presence in over 25 cities across the country.

PGIM India Asset Management Private Limited Details

  • No. of schemes95
  • Total AUM₹6,522.13 Crore
  • AddressPGIM India Asset Management Private Limited, Nirlon House, 2nd Floor, Mumbai, Maharashtra, 400 030
  • Phone+91 22 61593000
Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

2.04 Lakhs ₹
Min investment of ₹1,000 required