PGIM India Equity Savings Fund Direct Growth-0.47%

3Groww
2.41%
1 Year Return
Hybrid
Equity Savings
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

PGIM India Equity Savings Fund Direct Growth

RiskModerately Low
Min SIP Amount₹500
Expense Ratio0.28%
NAV34.36 (09 Jul 2019)
Fund Started02 Jan 2013
Fund Size34 Cr

Returns

1Y
3Y*
5Y*
Since inception*
PGIM India Equity Savings Fund Direct Growth
2.4%
6.8%
9.9%
9.2%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 2.4% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    Cons
    1. Asset under management(AUM) is less than 200 Crs. Watch expense ratio when AUM is very low
    2. Risk is higher compared to the benchmark
    3. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Net Receivables/(Payable)Current AssetsNet Receivables/(Payables)38.0%
    HDFC Bank Ltd.Financial ServicesEquity9.3%
    Century Textiles & Industries Ltd.Cement & Cement ProductsEquity6.7%
    ICICI Bank Ltd. Financial ServicesEquity6.7%
    Sun Pharmaceuticals Industries Ltd.PharmaEquity6.6%
    JSW Steel Ltd.MetalsEquity6.3%
    6.75 HDFC Bank Ltd. Financial ServicesFD6.0%
    7.55 Sbi Cards & Payment Services Aug 7 2020 Financial ServicesDebentures5.9%
    Reliance Industries Ltd.EnergyEquity4.9%
    8.3 HDB Financial Services Ltd Aug 9 2019 Financial ServicesDebentures4.5%
    See All

    Fund Managers

    addAlok Agarwal
    Education
    Mr. Agarwal is a CA, CFA, MS (Finance) and M.Com.
    Experience
    Prior to joining DHFL Pramerica Mutual Fund he was associated with Deutsche Asset Management (I) Pvt. Ltd. (Jun 2014-Mar 2016) as Portfolio Manager (Equity), Deutsche Bank AG (Nov 2010-Jun 2014) as Portfolio Manager (Equity), K.R. Choksey Shares & Securities (Mar 2008-Nov 2010) as PMS-Head Portfolio Manager (Equity), E-nxt Finacials Ltd. (Aug 2007-Mar 2008) as Manager (Equity Research) and Pinnacle Academy (Jun 2002-Aug 2007) as Author, Head Faculty.
    Funds Managed

    Other Details

    PGIM India Equity Savings Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by DHFL Pramerica Mutual Fund. This scheme was introduced to investors on 02 Jan 2013. Abhisek Bahinipati, Alok Agarwal is the Current Fund Manager of PGIM India Equity Savings Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹34 Cr and the Latest NAV as of 09 Jul 2019 is ₹34.36.

    The PGIM India Equity Savings Fund Direct Growth is rated Moderately Low risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months..

    Investment Objective

    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.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.
    Exit Load

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    About DHFL Pramerica Mutual Fund

    Address
    Nirlon House, 2nd Floor, Dr. Annie Besant Road, Worli, Mumbai - 400 030
    Phone
    022-61593000
    Launch Date
    13 May 2010
    DHFL Pramerica Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Karvy
    Address
    NA
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