Comprehensive analysis of PGIM India Equity Savings Fund (IDCW-A) (1729) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
PGIM India Asset Managers Private Ltd
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.
A comprehensive at-a-glance view of key mutual fund health indicators
Moderate Returns
Moderate Risk
Moderate Expenses
Diversified
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Fund manager experience
Recent performance momentum
Market exposure level
Risk-adjusted returns
Historical performance consistency
Fund management costs
Assets under management
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| Net CA & Others | Debt Others | 55.14% |
| Net CA & Others | Debt Others | 53.53% |
| C C I | Debt Others | 10.54% |
| Reliance Industries Ltd | Refineries | 9.81% |
| HDFC Bank Ltd | Banks | 9.27% |
| HDFC Bank Ltd | Banks | 9.19% |
| Bajaj Finance Ltd | Finance | 8.87% |
| Reliance Industries Ltd | Refineries | 8.70% |
| C C I | Debt Others | 8.48% |
| Bajaj Finance Ltd | Finance | 8.34% |
Compare against Equity Savings category average
This comparison shows how the fund performs relative to the Equity Savings category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Equity Savings category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Sundaram Equity Savings Fund - Direct (G) | ₹82.10 | 5.09% | 9.67% | 15.11% |
| HDFC Equity Savings Fund - Direct (G) | ₹73.90 | 4.47% | 7.27% | 13.15% |
| Sundaram Equity Savings Fund (G) | ₹70.77 | 4.32% | 7.98% | 13.23% |
| HDFC Equity Savings Fund (G) | ₹66.04 | 3.97% | 6.23% | 12.10% |
| Tata Equity Saving Fund-Dir (App) | ₹62.31 | 4.46% | 7.48% | 11.87% |
| PGIM India Equity Savings Fund-Dir (G) | ₹55.83 | 4.20% | 7.22% | 8.68% |
| Tata Equity Saving Fund - (App) | ₹55.30 | 4.13% | 6.80% | 11.05% |
| PGIM India Equity Savings Fund (G) | ₹49.30 | 3.80% | 6.38% | 7.82% |
| HSBC Equity Savings Fund - Direct (G) | ₹36.63 | -3.12% | 5.33% | 14.83% |
| Bandhan Equity Savings Fund - Direct (G) | ₹34.57 | 4.09% | 7.01% | 9.53% |
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