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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.52 | 38.67 | 2.47 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.15 | 35.38 | 2.09 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
NIFTY 50 Equity Savings Index |
Equity saving schemes or ESS invest in a mix of stocks, debt and arbitrage opportunities. They invest 30-35% of total investment corpus in equity assets while the rest is getting invested in debt funds and arbitrages.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
PGIM India Equity Savings Fund(A-IDCW) | 2.36% | 0.66% | 2.62% |
ICICI Pru Equity Savings Fund(Q-IDCW) | 6.19% | 4.27% | 4.66% |
Kotak Equity Savings Fund(M-IDCW Payout) | 16.32% | 12.54% | 7.07% |
SBI Equity Savings Fund(M-IDCW) | 14.94% | 11.26% | 9.43% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Debt
Others
Holdings
1.49 %
Holdings
1.49 %
Holdings
1.43 %
PGIM India Mutual Fund is a fully owned business of PGIM, the global investment management business of the US based Prudential Financial, Inc. (PFI). PGIM operates across 16 countries and has 38 offices with over 1,300+ investment professionals.
No.of Schemes
24
Total AUM
₹ 25,599.81 Cr.
Anandha Padmanabhan Anjeneyan
AUM: ₹9,288.80 Cr.
|
Exp: 13yrs
Sharma Vivek
AUM: ₹21,081.40 Cr.
|
Exp: 15yrs
Vinay Paharia
AUM: ₹22,375.02 Cr.
|
Exp: 11yrs
Puneet Pal
AUM: ₹22,727.03 Cr.
|
Exp: 10yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%