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Mutual Funds
PGIM India Equity Savings Fund Direct Plan Growth

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PGIM India Equity Savings Fund Direct Plan Growth

PGIM India Equity Savings Fund Direct Plan Growth

  • Low to Moderate Risk
  • Allocation
  • Equity Savings
  • Share
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NAV as on Feb 28, 2025
i
Price per unit of the scheme.
₹ 53.2247 -0.33% 1 Day Change
-0.73%
Minimum Investment ₹5000
Expense Ratio 0.47%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
4
Scheme Rating
*Morningstar Rating Methodologyi

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

FUND PERFORMANCE

(As On --)
Compare fund’s performance against category average across different time periods
1M 3M 6M 1Y 3Y 5Y
-- Out of -- funds in the category
Category Avg Return
--
Fund Return
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

FUND COMPARISON

This Fund
PGIM India Equity Savings Fund Direct Plan Growth
VS
Allocation: Equity Savings Average NAV
Topper in Allocation: Equity Savings
All Fund
*For the other fund, rescaled NAVs are used
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RETURN CALCULATOR

Check the return on your investment in the fund
PGIM India Equity Savings Fund Direct Plan Growth
Investment Type
MONTHLY SIP ONE -TIME
Monthly Investment
Time Period (yrs)
Annual Return in %
  • Invested Amount
    ₹0
  • Return
    ₹0
  • Current Value
    ₹0

FUND SUMMARY

Benchmark
NIFTY Equity Savings TR INR
Expense Ratio
0.47 %
Category Avg Expense Ratio
0.74%
Minimum Investment (Lumpsum/SIP)
₹5000/₹1000
Lock In (Years)
No Lock-in
Fund Size
₹ 69.96 Cr(As on Jan, 2025)
Inception Date
Jan 1, 2013
Turnover
37.00 %
Exit Load
Nil

ABOUT THE FUND

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.

PGIM India Equity Savings Fund Direct Plan Growth is an Allocation - Equity Savings fund. The fund was launched in Jan 1, 2013. Its risk level is Low to Moderate. The NAV of the fund as on Feb 28, 2025 is ₹53.22. Its expense ratio is 0.47 %. The fund has an AUM of ₹69.96 Cr.The fund is managed by Vinay Paharia, Puneet Pal, Ojasvi Khicha, Hitash Dang, A. Anandha Padmanabhan, Chetan Chavan, Vivek Sharma, Anandha Padmanabhan Anjeneyan. The minimum initial investment is ₹5000 in Lumpsum mode.

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FUND MANAGER

A. Anandha Padmanabhan
i
Lead Fund Manager.
May 12, 2022- Present
  • Schemes managed 2
  • Total AUM ₹ 6,124.06 Cr
  • Highest Return In 1 Yr 6.31 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Flexi Cap Fund Direct Growth PGIM India Flexi Cap Fund Direct Growth
₹36.16
-7.42%
-8.23%
Very High Risk
₹6,054.10Cr
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
₹53.22
0.73%
-2.33%
Low to Moderate Risk
₹69.96Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Flexi Cap Fund Direct Growth PGIM India Flexi Cap Fund Direct Growth
₹36.16
-11.13%
-14.08%
Very High Risk
₹6,054.10Cr
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
₹53.22
0.26%
-3.37%
Low to Moderate Risk
₹69.96Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Flexi Cap Fund Direct Growth PGIM India Flexi Cap Fund Direct Growth
₹36.16
-13.47%
-16.52%
Very High Risk
₹6,054.10Cr
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
₹53.22
0.68%
-3.27%
Low to Moderate Risk
₹69.96Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Flexi Cap Fund Direct Growth PGIM India Flexi Cap Fund Direct Growth
₹36.16
1.97%
0.49%
Very High Risk
₹6,054.10Cr
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
₹53.22
6.31%
4.73%
Low to Moderate Risk
₹69.96Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Flexi Cap Fund Direct Growth PGIM India Flexi Cap Fund Direct Growth
₹36.16
9.21%
12.52%
Very High Risk
₹6,054.10Cr
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
₹53.22
6.90%
8.13%
Low to Moderate Risk
₹69.96Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Flexi Cap Fund Direct Growth PGIM India Flexi Cap Fund Direct Growth
₹36.16
20.17%
16.59%
Very High Risk
₹6,054.10Cr
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
₹53.22
8.60%
9.47%
Low to Moderate Risk
₹69.96Cr
1M 3M 6M 1Y 3Y 5Y
PGIM India Flexi Cap Fund Direct Growth PGIM India Flexi Cap Fund Direct Growth
Very High Risk
  • NAV ₹36.16
  • Fund Size ₹6,054.10Cr
Fund Return -7.42%
Category Return -8.23%
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
Low to Moderate Risk
  • NAV ₹53.22
  • Fund Size ₹69.96Cr
Fund Return -0.73%
Category Return -2.33%
PGIM India Flexi Cap Fund Direct Growth PGIM India Flexi Cap Fund Direct Growth
Very High Risk
  • NAV ₹36.16
  • Fund Size ₹6,054.10Cr
Fund Return -11.13%
Category Return -14.08%
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
Low to Moderate Risk
  • NAV ₹53.22
  • Fund Size ₹69.96Cr
Fund Return -0.26%
Category Return -3.37%
PGIM India Flexi Cap Fund Direct Growth PGIM India Flexi Cap Fund Direct Growth
Very High Risk
  • NAV ₹36.16
  • Fund Size ₹6,054.10Cr
Fund Return -13.47%
Category Return -16.52%
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
Low to Moderate Risk
  • NAV ₹53.22
  • Fund Size ₹69.96Cr
Fund Return 0.68%
Category Return -3.27%
PGIM India Flexi Cap Fund Direct Growth PGIM India Flexi Cap Fund Direct Growth
Very High Risk
  • NAV ₹36.16
  • Fund Size ₹6,054.10Cr
Fund Return 1.97%
Category Return 0.49%
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
Low to Moderate Risk
  • NAV ₹53.22
  • Fund Size ₹69.96Cr
Fund Return 6.31%
Category Return 4.73%
PGIM India Flexi Cap Fund Direct Growth PGIM India Flexi Cap Fund Direct Growth
Very High Risk
  • NAV ₹36.16
  • Fund Size ₹6,054.10Cr
Fund Return 9.21%
Category Return 12.52%
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
Low to Moderate Risk
  • NAV ₹53.22
  • Fund Size ₹69.96Cr
Fund Return 6.90%
Category Return 8.13%
PGIM India Flexi Cap Fund Direct Growth PGIM India Flexi Cap Fund Direct Growth
Very High Risk
  • NAV ₹36.16
  • Fund Size ₹6,054.10Cr
Fund Return 20.17%
Category Return 16.59%
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
Low to Moderate Risk
  • NAV ₹53.22
  • Fund Size ₹69.96Cr
Fund Return 8.60%
Category Return 9.47%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Anandha Padmanabhan Anjeneyan
i
Lead Fund Manager.
May 12, 2022- Present
  • Schemes managed 10
  • Total AUM ₹ 16,051.00 Cr
  • Highest Return In 1 Yr 19.65 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
--
₹14.74
-4.41%
-4.35%
Very High Risk
₹977.98Cr
PGIM India Small Cap Fund Direct Growth PGIM India Small Cap Fund Direct Growth
--
₹14.12
-9.60%
-12.22%
Very High Risk
₹1,413.28Cr
PGIM India ELSS Tax Saver Fund Dir Gr PGIM India ELSS Tax Saver Fund Dir Gr
₹34.77
-7.03%
-7.61%
Very High Risk
₹749.45Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
--
₹14.74
-6.94%
-6.98%
Very High Risk
₹977.98Cr
PGIM India Small Cap Fund Direct Growth PGIM India Small Cap Fund Direct Growth
--
₹14.12
-17.91%
-20.45%
Very High Risk
₹1,413.28Cr
PGIM India ELSS Tax Saver Fund Dir Gr PGIM India ELSS Tax Saver Fund Dir Gr
₹34.77
-9.88%
-13.26%
Very High Risk
₹749.45Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
--
₹14.74
-8.22%
-8.82%
Very High Risk
₹977.98Cr
PGIM India Small Cap Fund Direct Growth PGIM India Small Cap Fund Direct Growth
--
₹14.12
-17.81%
-21.20%
Very High Risk
₹1,413.28Cr
PGIM India ELSS Tax Saver Fund Dir Gr PGIM India ELSS Tax Saver Fund Dir Gr
₹34.77
-11.10%
-15.85%
Very High Risk
₹749.45Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
₹14.74
4.69%
2.13%
Very High Risk
₹977.98Cr
PGIM India Small Cap Fund Direct Growth PGIM India Small Cap Fund Direct Growth
₹14.12
0.56%
-2.24%
Very High Risk
₹1,413.28Cr
PGIM India ELSS Tax Saver Fund Dir Gr PGIM India ELSS Tax Saver Fund Dir Gr
₹34.77
5.27%
0.72%
Very High Risk
₹749.45Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
--
₹14.74
9.04%
10.15%
Very High Risk
₹977.98Cr
PGIM India Small Cap Fund Direct Growth PGIM India Small Cap Fund Direct Growth
--
₹14.12
10.66%
16.28%
Very High Risk
₹1,413.28Cr
PGIM India ELSS Tax Saver Fund Dir Gr PGIM India ELSS Tax Saver Fund Dir Gr
₹34.77
11.89%
13.43%
Very High Risk
₹749.45Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
--
₹14.74
--
11.46%
Very High Risk
₹977.98Cr
PGIM India Small Cap Fund Direct Growth PGIM India Small Cap Fund Direct Growth
--
₹14.12
--
24.98%
Very High Risk
₹1,413.28Cr
PGIM India ELSS Tax Saver Fund Dir Gr PGIM India ELSS Tax Saver Fund Dir Gr
₹34.77
19.00%
17.29%
Very High Risk
₹749.45Cr
1M 3M 6M 1Y 3Y 5Y
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return -4.41%
Category Return -4.35%
PGIM India Small Cap Fund Direct Growth PGIM India Small Cap Fund Direct Growth
Very High Risk --
  • NAV ₹14.12
  • Fund Size ₹1,413.28Cr
Fund Return -9.60%
Category Return -12.22%
PGIM India ELSS Tax Saver Fund Dir Gr PGIM India ELSS Tax Saver Fund Dir Gr
Very High Risk
  • NAV ₹34.77
  • Fund Size ₹749.45Cr
Fund Return -7.03%
Category Return -7.61%
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return -6.94%
Category Return -6.98%
PGIM India Small Cap Fund Direct Growth PGIM India Small Cap Fund Direct Growth
Very High Risk --
  • NAV ₹14.12
  • Fund Size ₹1,413.28Cr
Fund Return -17.91%
Category Return -20.45%
PGIM India ELSS Tax Saver Fund Dir Gr PGIM India ELSS Tax Saver Fund Dir Gr
Very High Risk
  • NAV ₹34.77
  • Fund Size ₹749.45Cr
Fund Return -9.88%
Category Return -13.26%
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return -8.22%
Category Return -8.82%
PGIM India Small Cap Fund Direct Growth PGIM India Small Cap Fund Direct Growth
Very High Risk --
  • NAV ₹14.12
  • Fund Size ₹1,413.28Cr
Fund Return -17.81%
Category Return -21.20%
PGIM India ELSS Tax Saver Fund Dir Gr PGIM India ELSS Tax Saver Fund Dir Gr
Very High Risk
  • NAV ₹34.77
  • Fund Size ₹749.45Cr
Fund Return -11.10%
Category Return -15.85%
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return 4.69%
Category Return 2.13%
PGIM India Small Cap Fund Direct Growth PGIM India Small Cap Fund Direct Growth
Very High Risk --
  • NAV ₹14.12
  • Fund Size ₹1,413.28Cr
Fund Return -0.56%
Category Return -2.24%
PGIM India ELSS Tax Saver Fund Dir Gr PGIM India ELSS Tax Saver Fund Dir Gr
Very High Risk
  • NAV ₹34.77
  • Fund Size ₹749.45Cr
Fund Return 5.27%
Category Return 0.72%
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return 9.04%
Category Return 10.15%
PGIM India Small Cap Fund Direct Growth PGIM India Small Cap Fund Direct Growth
Very High Risk --
  • NAV ₹14.12
  • Fund Size ₹1,413.28Cr
Fund Return 10.66%
Category Return 16.28%
PGIM India ELSS Tax Saver Fund Dir Gr PGIM India ELSS Tax Saver Fund Dir Gr
Very High Risk
  • NAV ₹34.77
  • Fund Size ₹749.45Cr
Fund Return 11.89%
Category Return 13.43%
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return --
Category Return 11.46%
PGIM India Small Cap Fund Direct Growth PGIM India Small Cap Fund Direct Growth
Very High Risk --
  • NAV ₹14.12
  • Fund Size ₹1,413.28Cr
Fund Return --
Category Return 24.98%
PGIM India ELSS Tax Saver Fund Dir Gr PGIM India ELSS Tax Saver Fund Dir Gr
Very High Risk
  • NAV ₹34.77
  • Fund Size ₹749.45Cr
Fund Return 19.00%
Category Return 17.29%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Vinay Paharia
Apr 1, 2023- Present
  • Schemes managed 8
  • Total AUM ₹ 20,502.55 Cr
  • Highest Return In 1 Yr 7.15 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
--
₹14.74
-4.41%
-4.35%
Very High Risk
₹977.98Cr
PGIM India Large Cap Fund Direct Plan Growth PGIM India Large Cap Fund Direct Plan Growth
₹349.91
-6.52%
-6.64%
Very High Risk
₹570.93Cr
PGIM India Midcap Opportunities Fund Direct Growth PGIM India Midcap Opportunities Fund Direct Growth
₹62.47
-8.31%
-10.23%
Very High Risk
₹10,459.70Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
--
₹14.74
-6.94%
-6.98%
Very High Risk
₹977.98Cr
PGIM India Large Cap Fund Direct Plan Growth PGIM India Large Cap Fund Direct Plan Growth
₹349.91
-9.29%
-10.64%
Very High Risk
₹570.93Cr
PGIM India Midcap Opportunities Fund Direct Growth PGIM India Midcap Opportunities Fund Direct Growth
₹62.47
-13.44%
-16.04%
Very High Risk
₹10,459.70Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
--
₹14.74
-8.22%
-8.82%
Very High Risk
₹977.98Cr
PGIM India Large Cap Fund Direct Plan Growth PGIM India Large Cap Fund Direct Plan Growth
₹349.91
-13.44%
-14.23%
Very High Risk
₹570.93Cr
PGIM India Midcap Opportunities Fund Direct Growth PGIM India Midcap Opportunities Fund Direct Growth
₹62.47
-15.75%
-18.81%
Very High Risk
₹10,459.70Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
₹14.74
4.69%
2.13%
Very High Risk
₹977.98Cr
PGIM India Large Cap Fund Direct Plan Growth PGIM India Large Cap Fund Direct Plan Growth
₹349.91
0.66%
1.08%
Very High Risk
₹570.93Cr
PGIM India Midcap Opportunities Fund Direct Growth PGIM India Midcap Opportunities Fund Direct Growth
₹62.47
2.23%
1.73%
Very High Risk
₹10,459.70Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
--
₹14.74
9.04%
10.15%
Very High Risk
₹977.98Cr
PGIM India Large Cap Fund Direct Plan Growth PGIM India Large Cap Fund Direct Plan Growth
₹349.91
10.79%
11.55%
Very High Risk
₹570.93Cr
PGIM India Midcap Opportunities Fund Direct Growth PGIM India Midcap Opportunities Fund Direct Growth
₹62.47
11.45%
17.38%
Very High Risk
₹10,459.70Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
--
₹14.74
--
11.46%
Very High Risk
₹977.98Cr
PGIM India Large Cap Fund Direct Plan Growth PGIM India Large Cap Fund Direct Plan Growth
₹349.91
13.77%
15.67%
Very High Risk
₹570.93Cr
PGIM India Midcap Opportunities Fund Direct Growth PGIM India Midcap Opportunities Fund Direct Growth
₹62.47
24.91%
21.62%
Very High Risk
₹10,459.70Cr
1M 3M 6M 1Y 3Y 5Y
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return -4.41%
Category Return -4.35%
PGIM India Large Cap Fund Direct Plan Growth PGIM India Large Cap Fund Direct Plan Growth
Very High Risk
  • NAV ₹349.91
  • Fund Size ₹570.93Cr
Fund Return -6.52%
Category Return -6.64%
PGIM India Midcap Opportunities Fund Direct Growth PGIM India Midcap Opportunities Fund Direct Growth
Very High Risk
  • NAV ₹62.47
  • Fund Size ₹10,459.70Cr
Fund Return -8.31%
Category Return -10.23%
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return -6.94%
Category Return -6.98%
PGIM India Large Cap Fund Direct Plan Growth PGIM India Large Cap Fund Direct Plan Growth
Very High Risk
  • NAV ₹349.91
  • Fund Size ₹570.93Cr
Fund Return -9.29%
Category Return -10.64%
PGIM India Midcap Opportunities Fund Direct Growth PGIM India Midcap Opportunities Fund Direct Growth
Very High Risk
  • NAV ₹62.47
  • Fund Size ₹10,459.70Cr
Fund Return -13.44%
Category Return -16.04%
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return -8.22%
Category Return -8.82%
PGIM India Large Cap Fund Direct Plan Growth PGIM India Large Cap Fund Direct Plan Growth
Very High Risk
  • NAV ₹349.91
  • Fund Size ₹570.93Cr
Fund Return -13.44%
Category Return -14.23%
PGIM India Midcap Opportunities Fund Direct Growth PGIM India Midcap Opportunities Fund Direct Growth
Very High Risk
  • NAV ₹62.47
  • Fund Size ₹10,459.70Cr
Fund Return -15.75%
Category Return -18.81%
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return 4.69%
Category Return 2.13%
PGIM India Large Cap Fund Direct Plan Growth PGIM India Large Cap Fund Direct Plan Growth
Very High Risk
  • NAV ₹349.91
  • Fund Size ₹570.93Cr
Fund Return 0.66%
Category Return 1.08%
PGIM India Midcap Opportunities Fund Direct Growth PGIM India Midcap Opportunities Fund Direct Growth
Very High Risk
  • NAV ₹62.47
  • Fund Size ₹10,459.70Cr
Fund Return 2.23%
Category Return 1.73%
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return 9.04%
Category Return 10.15%
PGIM India Large Cap Fund Direct Plan Growth PGIM India Large Cap Fund Direct Plan Growth
Very High Risk
  • NAV ₹349.91
  • Fund Size ₹570.93Cr
Fund Return 10.79%
Category Return 11.55%
PGIM India Midcap Opportunities Fund Direct Growth PGIM India Midcap Opportunities Fund Direct Growth
Very High Risk
  • NAV ₹62.47
  • Fund Size ₹10,459.70Cr
Fund Return 11.45%
Category Return 17.38%
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return --
Category Return 11.46%
PGIM India Large Cap Fund Direct Plan Growth PGIM India Large Cap Fund Direct Plan Growth
Very High Risk
  • NAV ₹349.91
  • Fund Size ₹570.93Cr
Fund Return 13.77%
Category Return 15.67%
PGIM India Midcap Opportunities Fund Direct Growth PGIM India Midcap Opportunities Fund Direct Growth
Very High Risk
  • NAV ₹62.47
  • Fund Size ₹10,459.70Cr
Fund Return 24.91%
Category Return 21.62%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Puneet Pal
Dec 1, 2021- Present
  • Schemes managed 19
  • Total AUM ₹ 20,742.37 Cr
  • Highest Return In 1 Yr 8.66 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Overnight Fund Direct Growth PGIM India Overnight Fund Direct Growth
--
₹1,311.02
0.48%
--
Low Risk
₹165.53Cr
PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth
--
--
--
--
Low to Moderate Risk
--
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
--
₹14.74
-4.41%
-4.35%
Very High Risk
₹977.98Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Overnight Fund Direct Growth PGIM India Overnight Fund Direct Growth
--
₹1,311.02
1.60%
--
Low Risk
₹165.53Cr
PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth
--
--
--
--
Low to Moderate Risk
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
--
₹14.74
-6.94%
-6.98%
Very High Risk
₹977.98Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Overnight Fund Direct Growth PGIM India Overnight Fund Direct Growth
--
₹1,311.02
3.23%
--
Low Risk
₹165.53Cr
PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth
--
--
--
--
Low to Moderate Risk
--
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
--
₹14.74
-8.22%
-8.82%
Very High Risk
₹977.98Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Overnight Fund Direct Growth PGIM India Overnight Fund Direct Growth
₹1,311.02
6.66%
--
Low Risk
₹165.53Cr
PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth
--
--
--
Low to Moderate Risk
--
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
₹14.74
4.69%
2.13%
Very High Risk
₹977.98Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Overnight Fund Direct Growth PGIM India Overnight Fund Direct Growth
--
₹1,311.02
6.20%
--
Low Risk
₹165.53Cr
PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth
--
--
--
--
Low to Moderate Risk
₹--
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
--
₹14.74
9.04%
10.15%
Very High Risk
₹977.98Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Overnight Fund Direct Growth PGIM India Overnight Fund Direct Growth
--
₹1,311.02
5.02%
--
Low Risk
₹165.53Cr
PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth
--
--
--
--
Low to Moderate Risk
--
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
--
₹14.74
--
11.46%
Very High Risk
₹977.98Cr
1M 3M 6M 1Y 3Y 5Y
PGIM India Overnight Fund Direct Growth PGIM India Overnight Fund Direct Growth
Low Risk --
  • NAV ₹1,311.02
  • Fund Size ₹165.53Cr
Fund Return 0.48%
Category Return --
PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth
Low to Moderate Risk --
  • NAV --
  • Fund Size --
Fund Return --
Category Return --
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return -4.41%
Category Return -4.35%
PGIM India Overnight Fund Direct Growth PGIM India Overnight Fund Direct Growth
Low Risk --
  • NAV ₹1,311.02
  • Fund Size ₹165.53Cr
Fund Return 1.60%
Category Return --
PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth
Low to Moderate Risk --
  • NAV --
  • Fund Size --
Fund Return --
Category Return --
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return -6.94%
Category Return -6.98%
PGIM India Overnight Fund Direct Growth PGIM India Overnight Fund Direct Growth
Low Risk --
  • NAV ₹1,311.02
  • Fund Size ₹165.53Cr
Fund Return 3.23%
Category Return --
PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth
Low to Moderate Risk --
  • NAV --
  • Fund Size --
Fund Return --
Category Return --
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return -8.22%
Category Return -8.82%
PGIM India Overnight Fund Direct Growth PGIM India Overnight Fund Direct Growth
Low Risk --
  • NAV ₹1,311.02
  • Fund Size ₹165.53Cr
Fund Return 6.66%
Category Return --
PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth
Low to Moderate Risk --
  • NAV --
  • Fund Size --
Fund Return --
Category Return --
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return 4.69%
Category Return 2.13%
PGIM India Overnight Fund Direct Growth PGIM India Overnight Fund Direct Growth
Low Risk --
  • NAV ₹1,311.02
  • Fund Size ₹165.53Cr
Fund Return 6.20%
Category Return --
PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth
Low to Moderate Risk --
  • NAV --
  • Fund Size --
Fund Return --
Category Return --
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return 9.04%
Category Return 10.15%
PGIM India Overnight Fund Direct Growth PGIM India Overnight Fund Direct Growth
Low Risk --
  • NAV ₹1,311.02
  • Fund Size ₹165.53Cr
Fund Return 5.02%
Category Return --
PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth
Low to Moderate Risk --
  • NAV --
  • Fund Size --
Fund Return --
Category Return --
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return --
Category Return 11.46%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Ojasvi Khicha
Apr 1, 2023- Present
  • Schemes managed 13
  • Total AUM ₹ 22,483.30 Cr
  • Highest Return In 1 Yr 19.65 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Large Cap Fund Direct Plan Growth PGIM India Large Cap Fund Direct Plan Growth
₹349.91
-6.52%
-6.64%
Very High Risk
₹570.93Cr
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
--
₹14.74
-4.41%
-4.35%
Very High Risk
₹977.98Cr
PGIM India Ultra Short Duration Fund Direct Plan Growth PGIM India Ultra Short Duration Fund Direct Plan Growth
₹34.70
0.54%
0.41%
Low to Moderate Risk
₹197.09Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Large Cap Fund Direct Plan Growth PGIM India Large Cap Fund Direct Plan Growth
₹349.91
-9.29%
-10.64%
Very High Risk
₹570.93Cr
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
--
₹14.74
-6.94%
-6.98%
Very High Risk
₹977.98Cr
PGIM India Ultra Short Duration Fund Direct Plan Growth PGIM India Ultra Short Duration Fund Direct Plan Growth
₹34.70
1.76%
1.42%
Low to Moderate Risk
₹197.09Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Large Cap Fund Direct Plan Growth PGIM India Large Cap Fund Direct Plan Growth
₹349.91
-13.44%
-14.23%
Very High Risk
₹570.93Cr
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
--
₹14.74
-8.22%
-8.82%
Very High Risk
₹977.98Cr
PGIM India Ultra Short Duration Fund Direct Plan Growth PGIM India Ultra Short Duration Fund Direct Plan Growth
₹34.70
3.63%
3.11%
Low to Moderate Risk
₹197.09Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Large Cap Fund Direct Plan Growth PGIM India Large Cap Fund Direct Plan Growth
₹349.91
0.66%
1.08%
Very High Risk
₹570.93Cr
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
₹14.74
4.69%
2.13%
Very High Risk
₹977.98Cr
PGIM India Ultra Short Duration Fund Direct Plan Growth PGIM India Ultra Short Duration Fund Direct Plan Growth
₹34.70
7.48%
6.71%
Low to Moderate Risk
₹197.09Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Large Cap Fund Direct Plan Growth PGIM India Large Cap Fund Direct Plan Growth
₹349.91
10.79%
11.55%
Very High Risk
₹570.93Cr
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
--
₹14.74
9.04%
10.15%
Very High Risk
₹977.98Cr
PGIM India Ultra Short Duration Fund Direct Plan Growth PGIM India Ultra Short Duration Fund Direct Plan Growth
₹34.70
6.73%
6.18%
Low to Moderate Risk
₹197.09Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Large Cap Fund Direct Plan Growth PGIM India Large Cap Fund Direct Plan Growth
₹349.91
13.77%
15.67%
Very High Risk
₹570.93Cr
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
--
₹14.74
--
11.46%
Very High Risk
₹977.98Cr
PGIM India Ultra Short Duration Fund Direct Plan Growth PGIM India Ultra Short Duration Fund Direct Plan Growth
₹34.70
5.94%
5.36%
Low to Moderate Risk
₹197.09Cr
1M 3M 6M 1Y 3Y 5Y
PGIM India Large Cap Fund Direct Plan Growth PGIM India Large Cap Fund Direct Plan Growth
Very High Risk
  • NAV ₹349.91
  • Fund Size ₹570.93Cr
Fund Return -6.52%
Category Return -6.64%
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return -4.41%
Category Return -4.35%
PGIM India Ultra Short Duration Fund Direct Plan Growth PGIM India Ultra Short Duration Fund Direct Plan Growth
Low to Moderate Risk
  • NAV ₹34.70
  • Fund Size ₹197.09Cr
Fund Return 0.54%
Category Return 0.41%
PGIM India Large Cap Fund Direct Plan Growth PGIM India Large Cap Fund Direct Plan Growth
Very High Risk
  • NAV ₹349.91
  • Fund Size ₹570.93Cr
Fund Return -9.29%
Category Return -10.64%
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return -6.94%
Category Return -6.98%
PGIM India Ultra Short Duration Fund Direct Plan Growth PGIM India Ultra Short Duration Fund Direct Plan Growth
Low to Moderate Risk
  • NAV ₹34.70
  • Fund Size ₹197.09Cr
Fund Return 1.76%
Category Return 1.42%
PGIM India Large Cap Fund Direct Plan Growth PGIM India Large Cap Fund Direct Plan Growth
Very High Risk
  • NAV ₹349.91
  • Fund Size ₹570.93Cr
Fund Return -13.44%
Category Return -14.23%
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return -8.22%
Category Return -8.82%
PGIM India Ultra Short Duration Fund Direct Plan Growth PGIM India Ultra Short Duration Fund Direct Plan Growth
Low to Moderate Risk
  • NAV ₹34.70
  • Fund Size ₹197.09Cr
Fund Return 3.63%
Category Return 3.11%
PGIM India Large Cap Fund Direct Plan Growth PGIM India Large Cap Fund Direct Plan Growth
Very High Risk
  • NAV ₹349.91
  • Fund Size ₹570.93Cr
Fund Return 0.66%
Category Return 1.08%
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return 4.69%
Category Return 2.13%
PGIM India Ultra Short Duration Fund Direct Plan Growth PGIM India Ultra Short Duration Fund Direct Plan Growth
Low to Moderate Risk
  • NAV ₹34.70
  • Fund Size ₹197.09Cr
Fund Return 7.48%
Category Return 6.71%
PGIM India Large Cap Fund Direct Plan Growth PGIM India Large Cap Fund Direct Plan Growth
Very High Risk
  • NAV ₹349.91
  • Fund Size ₹570.93Cr
Fund Return 10.79%
Category Return 11.55%
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return 9.04%
Category Return 10.15%
PGIM India Ultra Short Duration Fund Direct Plan Growth PGIM India Ultra Short Duration Fund Direct Plan Growth
Low to Moderate Risk
  • NAV ₹34.70
  • Fund Size ₹197.09Cr
Fund Return 6.73%
Category Return 6.18%
PGIM India Large Cap Fund Direct Plan Growth PGIM India Large Cap Fund Direct Plan Growth
Very High Risk
  • NAV ₹349.91
  • Fund Size ₹570.93Cr
Fund Return 13.77%
Category Return 15.67%
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return --
Category Return 11.46%
PGIM India Ultra Short Duration Fund Direct Plan Growth PGIM India Ultra Short Duration Fund Direct Plan Growth
Low to Moderate Risk
  • NAV ₹34.70
  • Fund Size ₹197.09Cr
Fund Return 5.94%
Category Return 5.36%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Hitash Dang
Jun 1, 2021- Present
  • Schemes managed 3
  • Total AUM ₹ 1,133.29 Cr
  • Highest Return In 1 Yr 7.60 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
--
₹14.74
-4.41%
-4.35%
Very High Risk
₹977.98Cr
PGIM India Arbitrage Fund Direct Plan Growth PGIM India Arbitrage Fund Direct Plan Growth
--
₹19.15
0.52%
0.42%
Low Risk
₹85.35Cr
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
₹53.22
0.73%
-2.33%
Low to Moderate Risk
₹69.96Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
--
₹14.74
-6.94%
-6.98%
Very High Risk
₹977.98Cr
PGIM India Arbitrage Fund Direct Plan Growth PGIM India Arbitrage Fund Direct Plan Growth
--
₹19.15
1.78%
1.42%
Low Risk
₹85.35Cr
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
₹53.22
0.26%
-3.37%
Low to Moderate Risk
₹69.96Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
--
₹14.74
-8.22%
-8.82%
Very High Risk
₹977.98Cr
PGIM India Arbitrage Fund Direct Plan Growth PGIM India Arbitrage Fund Direct Plan Growth
--
₹19.15
3.62%
2.97%
Low Risk
₹85.35Cr
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
₹53.22
0.68%
-3.27%
Low to Moderate Risk
₹69.96Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
₹14.74
4.69%
2.13%
Very High Risk
₹977.98Cr
PGIM India Arbitrage Fund Direct Plan Growth PGIM India Arbitrage Fund Direct Plan Growth
₹19.15
7.60%
6.80%
Low Risk
₹85.35Cr
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
₹53.22
6.31%
4.73%
Low to Moderate Risk
₹69.96Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
--
₹14.74
9.04%
10.15%
Very High Risk
₹977.98Cr
PGIM India Arbitrage Fund Direct Plan Growth PGIM India Arbitrage Fund Direct Plan Growth
--
₹19.15
6.68%
6.25%
Low Risk
₹85.35Cr
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
₹53.22
6.90%
8.13%
Low to Moderate Risk
₹69.96Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
--
₹14.74
--
11.46%
Very High Risk
₹977.98Cr
PGIM India Arbitrage Fund Direct Plan Growth PGIM India Arbitrage Fund Direct Plan Growth
--
₹19.15
5.63%
5.19%
Low Risk
₹85.35Cr
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
₹53.22
8.60%
9.47%
Low to Moderate Risk
₹69.96Cr
1M 3M 6M 1Y 3Y 5Y
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return -4.41%
Category Return -4.35%
PGIM India Arbitrage Fund Direct Plan Growth PGIM India Arbitrage Fund Direct Plan Growth
Low Risk --
  • NAV ₹19.15
  • Fund Size ₹85.35Cr
Fund Return 0.52%
Category Return 0.42%
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
Low to Moderate Risk
  • NAV ₹53.22
  • Fund Size ₹69.96Cr
Fund Return -0.73%
Category Return -2.33%
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return -6.94%
Category Return -6.98%
PGIM India Arbitrage Fund Direct Plan Growth PGIM India Arbitrage Fund Direct Plan Growth
Low Risk --
  • NAV ₹19.15
  • Fund Size ₹85.35Cr
Fund Return 1.78%
Category Return 1.42%
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
Low to Moderate Risk
  • NAV ₹53.22
  • Fund Size ₹69.96Cr
Fund Return -0.26%
Category Return -3.37%
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return -8.22%
Category Return -8.82%
PGIM India Arbitrage Fund Direct Plan Growth PGIM India Arbitrage Fund Direct Plan Growth
Low Risk --
  • NAV ₹19.15
  • Fund Size ₹85.35Cr
Fund Return 3.62%
Category Return 2.97%
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
Low to Moderate Risk
  • NAV ₹53.22
  • Fund Size ₹69.96Cr
Fund Return 0.68%
Category Return -3.27%
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return 4.69%
Category Return 2.13%
PGIM India Arbitrage Fund Direct Plan Growth PGIM India Arbitrage Fund Direct Plan Growth
Low Risk --
  • NAV ₹19.15
  • Fund Size ₹85.35Cr
Fund Return 7.60%
Category Return 6.80%
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
Low to Moderate Risk
  • NAV ₹53.22
  • Fund Size ₹69.96Cr
Fund Return 6.31%
Category Return 4.73%
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return 9.04%
Category Return 10.15%
PGIM India Arbitrage Fund Direct Plan Growth PGIM India Arbitrage Fund Direct Plan Growth
Low Risk --
  • NAV ₹19.15
  • Fund Size ₹85.35Cr
Fund Return 6.68%
Category Return 6.25%
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
Low to Moderate Risk
  • NAV ₹53.22
  • Fund Size ₹69.96Cr
Fund Return 6.90%
Category Return 8.13%
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return --
Category Return 11.46%
PGIM India Arbitrage Fund Direct Plan Growth PGIM India Arbitrage Fund Direct Plan Growth
Low Risk --
  • NAV ₹19.15
  • Fund Size ₹85.35Cr
Fund Return 5.63%
Category Return 5.19%
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
Low to Moderate Risk
  • NAV ₹53.22
  • Fund Size ₹69.96Cr
Fund Return 8.60%
Category Return 9.47%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Chetan Chavan
Mar 29, 2024- Present
  • Schemes managed 3
  • Total AUM ₹ 1,133.29 Cr
  • Highest Return In 1 Yr 7.60 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
--
₹14.74
-4.41%
-4.35%
Very High Risk
₹977.98Cr
PGIM India Arbitrage Fund Direct Plan Growth PGIM India Arbitrage Fund Direct Plan Growth
--
₹19.15
0.52%
0.42%
Low Risk
₹85.35Cr
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
₹53.22
0.73%
-2.33%
Low to Moderate Risk
₹69.96Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
--
₹14.74
-6.94%
-6.98%
Very High Risk
₹977.98Cr
PGIM India Arbitrage Fund Direct Plan Growth PGIM India Arbitrage Fund Direct Plan Growth
--
₹19.15
1.78%
1.42%
Low Risk
₹85.35Cr
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
₹53.22
0.26%
-3.37%
Low to Moderate Risk
₹69.96Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
--
₹14.74
-8.22%
-8.82%
Very High Risk
₹977.98Cr
PGIM India Arbitrage Fund Direct Plan Growth PGIM India Arbitrage Fund Direct Plan Growth
--
₹19.15
3.62%
2.97%
Low Risk
₹85.35Cr
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
₹53.22
0.68%
-3.27%
Low to Moderate Risk
₹69.96Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
₹14.74
4.69%
2.13%
Very High Risk
₹977.98Cr
PGIM India Arbitrage Fund Direct Plan Growth PGIM India Arbitrage Fund Direct Plan Growth
₹19.15
7.60%
6.80%
Low Risk
₹85.35Cr
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
₹53.22
6.31%
4.73%
Low to Moderate Risk
₹69.96Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
--
₹14.74
9.04%
10.15%
Very High Risk
₹977.98Cr
PGIM India Arbitrage Fund Direct Plan Growth PGIM India Arbitrage Fund Direct Plan Growth
--
₹19.15
6.68%
6.25%
Low Risk
₹85.35Cr
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
₹53.22
6.90%
8.13%
Low to Moderate Risk
₹69.96Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
--
₹14.74
--
11.46%
Very High Risk
₹977.98Cr
PGIM India Arbitrage Fund Direct Plan Growth PGIM India Arbitrage Fund Direct Plan Growth
--
₹19.15
5.63%
5.19%
Low Risk
₹85.35Cr
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
₹53.22
8.60%
9.47%
Low to Moderate Risk
₹69.96Cr
1M 3M 6M 1Y 3Y 5Y
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return -4.41%
Category Return -4.35%
PGIM India Arbitrage Fund Direct Plan Growth PGIM India Arbitrage Fund Direct Plan Growth
Low Risk --
  • NAV ₹19.15
  • Fund Size ₹85.35Cr
Fund Return 0.52%
Category Return 0.42%
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
Low to Moderate Risk
  • NAV ₹53.22
  • Fund Size ₹69.96Cr
Fund Return -0.73%
Category Return -2.33%
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return -6.94%
Category Return -6.98%
PGIM India Arbitrage Fund Direct Plan Growth PGIM India Arbitrage Fund Direct Plan Growth
Low Risk --
  • NAV ₹19.15
  • Fund Size ₹85.35Cr
Fund Return 1.78%
Category Return 1.42%
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
Low to Moderate Risk
  • NAV ₹53.22
  • Fund Size ₹69.96Cr
Fund Return -0.26%
Category Return -3.37%
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return -8.22%
Category Return -8.82%
PGIM India Arbitrage Fund Direct Plan Growth PGIM India Arbitrage Fund Direct Plan Growth
Low Risk --
  • NAV ₹19.15
  • Fund Size ₹85.35Cr
Fund Return 3.62%
Category Return 2.97%
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
Low to Moderate Risk
  • NAV ₹53.22
  • Fund Size ₹69.96Cr
Fund Return 0.68%
Category Return -3.27%
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return 4.69%
Category Return 2.13%
PGIM India Arbitrage Fund Direct Plan Growth PGIM India Arbitrage Fund Direct Plan Growth
Low Risk --
  • NAV ₹19.15
  • Fund Size ₹85.35Cr
Fund Return 7.60%
Category Return 6.80%
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
Low to Moderate Risk
  • NAV ₹53.22
  • Fund Size ₹69.96Cr
Fund Return 6.31%
Category Return 4.73%
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return 9.04%
Category Return 10.15%
PGIM India Arbitrage Fund Direct Plan Growth PGIM India Arbitrage Fund Direct Plan Growth
Low Risk --
  • NAV ₹19.15
  • Fund Size ₹85.35Cr
Fund Return 6.68%
Category Return 6.25%
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
Low to Moderate Risk
  • NAV ₹53.22
  • Fund Size ₹69.96Cr
Fund Return 6.90%
Category Return 8.13%
PGIM India Balanced Advantage Fund Direct Growth PGIM India Balanced Advantage Fund Direct Growth
Very High Risk --
  • NAV ₹14.74
  • Fund Size ₹977.98Cr
Fund Return --
Category Return 11.46%
PGIM India Arbitrage Fund Direct Plan Growth PGIM India Arbitrage Fund Direct Plan Growth
Low Risk --
  • NAV ₹19.15
  • Fund Size ₹85.35Cr
Fund Return 5.63%
Category Return 5.19%
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
Low to Moderate Risk
  • NAV ₹53.22
  • Fund Size ₹69.96Cr
Fund Return 8.60%
Category Return 9.47%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Vivek Sharma
Apr 15, 2024- Present
  • Schemes managed 10
  • Total AUM ₹ 21,127.12 Cr
  • Highest Return In 1 Yr 19.65 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Small Cap Fund Direct Growth PGIM India Small Cap Fund Direct Growth
--
₹14.12
-9.60%
-12.22%
Very High Risk
₹1,413.28Cr
PGIM India Midcap Opportunities Fund Direct Growth PGIM India Midcap Opportunities Fund Direct Growth
₹62.47
-8.31%
-10.23%
Very High Risk
₹10,459.70Cr
PGIM India ELSS Tax Saver Fund Dir Gr PGIM India ELSS Tax Saver Fund Dir Gr
₹34.77
-7.03%
-7.61%
Very High Risk
₹749.45Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Small Cap Fund Direct Growth PGIM India Small Cap Fund Direct Growth
--
₹14.12
-17.91%
-20.45%
Very High Risk
₹1,413.28Cr
PGIM India Midcap Opportunities Fund Direct Growth PGIM India Midcap Opportunities Fund Direct Growth
₹62.47
-13.44%
-16.04%
Very High Risk
₹10,459.70Cr
PGIM India ELSS Tax Saver Fund Dir Gr PGIM India ELSS Tax Saver Fund Dir Gr
₹34.77
-9.88%
-13.26%
Very High Risk
₹749.45Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Small Cap Fund Direct Growth PGIM India Small Cap Fund Direct Growth
--
₹14.12
-17.81%
-21.20%
Very High Risk
₹1,413.28Cr
PGIM India Midcap Opportunities Fund Direct Growth PGIM India Midcap Opportunities Fund Direct Growth
₹62.47
-15.75%
-18.81%
Very High Risk
₹10,459.70Cr
PGIM India ELSS Tax Saver Fund Dir Gr PGIM India ELSS Tax Saver Fund Dir Gr
₹34.77
-11.10%
-15.85%
Very High Risk
₹749.45Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Small Cap Fund Direct Growth PGIM India Small Cap Fund Direct Growth
₹14.12
0.56%
-2.24%
Very High Risk
₹1,413.28Cr
PGIM India Midcap Opportunities Fund Direct Growth PGIM India Midcap Opportunities Fund Direct Growth
₹62.47
2.23%
1.73%
Very High Risk
₹10,459.70Cr
PGIM India ELSS Tax Saver Fund Dir Gr PGIM India ELSS Tax Saver Fund Dir Gr
₹34.77
5.27%
0.72%
Very High Risk
₹749.45Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Small Cap Fund Direct Growth PGIM India Small Cap Fund Direct Growth
--
₹14.12
10.66%
16.28%
Very High Risk
₹1,413.28Cr
PGIM India Midcap Opportunities Fund Direct Growth PGIM India Midcap Opportunities Fund Direct Growth
₹62.47
11.45%
17.38%
Very High Risk
₹10,459.70Cr
PGIM India ELSS Tax Saver Fund Dir Gr PGIM India ELSS Tax Saver Fund Dir Gr
₹34.77
11.89%
13.43%
Very High Risk
₹749.45Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Small Cap Fund Direct Growth PGIM India Small Cap Fund Direct Growth
--
₹14.12
--
24.98%
Very High Risk
₹1,413.28Cr
PGIM India Midcap Opportunities Fund Direct Growth PGIM India Midcap Opportunities Fund Direct Growth
₹62.47
24.91%
21.62%
Very High Risk
₹10,459.70Cr
PGIM India ELSS Tax Saver Fund Dir Gr PGIM India ELSS Tax Saver Fund Dir Gr
₹34.77
19.00%
17.29%
Very High Risk
₹749.45Cr
1M 3M 6M 1Y 3Y 5Y
PGIM India Small Cap Fund Direct Growth PGIM India Small Cap Fund Direct Growth
Very High Risk --
  • NAV ₹14.12
  • Fund Size ₹1,413.28Cr
Fund Return -9.60%
Category Return -12.22%
PGIM India Midcap Opportunities Fund Direct Growth PGIM India Midcap Opportunities Fund Direct Growth
Very High Risk
  • NAV ₹62.47
  • Fund Size ₹10,459.70Cr
Fund Return -8.31%
Category Return -10.23%
PGIM India ELSS Tax Saver Fund Dir Gr PGIM India ELSS Tax Saver Fund Dir Gr
Very High Risk
  • NAV ₹34.77
  • Fund Size ₹749.45Cr
Fund Return -7.03%
Category Return -7.61%
PGIM India Small Cap Fund Direct Growth PGIM India Small Cap Fund Direct Growth
Very High Risk --
  • NAV ₹14.12
  • Fund Size ₹1,413.28Cr
Fund Return -17.91%
Category Return -20.45%
PGIM India Midcap Opportunities Fund Direct Growth PGIM India Midcap Opportunities Fund Direct Growth
Very High Risk
  • NAV ₹62.47
  • Fund Size ₹10,459.70Cr
Fund Return -13.44%
Category Return -16.04%
PGIM India ELSS Tax Saver Fund Dir Gr PGIM India ELSS Tax Saver Fund Dir Gr
Very High Risk
  • NAV ₹34.77
  • Fund Size ₹749.45Cr
Fund Return -9.88%
Category Return -13.26%
PGIM India Small Cap Fund Direct Growth PGIM India Small Cap Fund Direct Growth
Very High Risk --
  • NAV ₹14.12
  • Fund Size ₹1,413.28Cr
Fund Return -17.81%
Category Return -21.20%
PGIM India Midcap Opportunities Fund Direct Growth PGIM India Midcap Opportunities Fund Direct Growth
Very High Risk
  • NAV ₹62.47
  • Fund Size ₹10,459.70Cr
Fund Return -15.75%
Category Return -18.81%
PGIM India ELSS Tax Saver Fund Dir Gr PGIM India ELSS Tax Saver Fund Dir Gr
Very High Risk
  • NAV ₹34.77
  • Fund Size ₹749.45Cr
Fund Return -11.10%
Category Return -15.85%
PGIM India Small Cap Fund Direct Growth PGIM India Small Cap Fund Direct Growth
Very High Risk --
  • NAV ₹14.12
  • Fund Size ₹1,413.28Cr
Fund Return -0.56%
Category Return -2.24%
PGIM India Midcap Opportunities Fund Direct Growth PGIM India Midcap Opportunities Fund Direct Growth
Very High Risk
  • NAV ₹62.47
  • Fund Size ₹10,459.70Cr
Fund Return 2.23%
Category Return 1.73%
PGIM India ELSS Tax Saver Fund Dir Gr PGIM India ELSS Tax Saver Fund Dir Gr
Very High Risk
  • NAV ₹34.77
  • Fund Size ₹749.45Cr
Fund Return 5.27%
Category Return 0.72%
PGIM India Small Cap Fund Direct Growth PGIM India Small Cap Fund Direct Growth
Very High Risk --
  • NAV ₹14.12
  • Fund Size ₹1,413.28Cr
Fund Return 10.66%
Category Return 16.28%
PGIM India Midcap Opportunities Fund Direct Growth PGIM India Midcap Opportunities Fund Direct Growth
Very High Risk
  • NAV ₹62.47
  • Fund Size ₹10,459.70Cr
Fund Return 11.45%
Category Return 17.38%
PGIM India ELSS Tax Saver Fund Dir Gr PGIM India ELSS Tax Saver Fund Dir Gr
Very High Risk
  • NAV ₹34.77
  • Fund Size ₹749.45Cr
Fund Return 11.89%
Category Return 13.43%
PGIM India Small Cap Fund Direct Growth PGIM India Small Cap Fund Direct Growth
Very High Risk --
  • NAV ₹14.12
  • Fund Size ₹1,413.28Cr
Fund Return --
Category Return 24.98%
PGIM India Midcap Opportunities Fund Direct Growth PGIM India Midcap Opportunities Fund Direct Growth
Very High Risk
  • NAV ₹62.47
  • Fund Size ₹10,459.70Cr
Fund Return 24.91%
Category Return 21.62%
PGIM India ELSS Tax Saver Fund Dir Gr PGIM India ELSS Tax Saver Fund Dir Gr
Very High Risk
  • NAV ₹34.77
  • Fund Size ₹749.45Cr
Fund Return 19.00%
Category Return 17.29%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Jan 2025
EQUITY (16.34%)
DEBT (19.08%)
CASH (64.58%)
Allocation by Market Cap

PERFORMANCE MEASURES

Fund evaluation across critical parameters for better decision making. Study period is 3 years.
  • Consistency
    i
    It represents the consistency of a fund in beating its benchmark.
    --
  • Downside Risk
    i
    Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
  • Risk Adjusted Return
    i
    Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
  • Volatility
    i
    Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
  • Upside Capture Ratio
    i
    Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    --
  • Downside Capture Ratio
    i
    Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
    --

HISTORICAL RISK MEASURES

Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
  • Alpha: Excess return of the fund over benchmark
    i
    Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
    --
    This Fund
    VS
    --
    Category Avg
  • Beta: Risk of the fund in relation to benchmark
    i
    Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
    --
    This Fund
    VS
    --
    Category Avg
  • Sortino Ratio: Return per unit of bad risk
    i
    A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
    0.27
    This Fund
    VS
    0.82
    Category Avg
  • R-Squared: How well the fund tracks benchmark
    i
    R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
    --
    This Fund
    VS
    --
    Category Avg
  • Sharpe Ratio: Risk adjusted return of the fund
    i
    Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
    0.19
    This Fund
    VS
    0.47
    Category Avg
  • Standard Devation: Volatility of the fund
    i
    Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
    2.24
    This Fund
    VS
    4.84
    Category Avg
Benchmark used in calculation : --

PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Bandhan Equity Savings Fund Direct Plan Growth Bandhan Equity Savings Fund Direct Plan Growth
₹33.30
0.31%
-2.33%
Low to Moderate Risk
₹254.67 Cr
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
₹53.22
0.73%
-2.33%
Low to Moderate Risk
₹69.96 Cr
Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth
₹23.03
0.73%
-2.33%
Moderately High risk
₹650.40 Cr
Franklin India Equity Savings Fund Direct Growth Franklin India Equity Savings Fund Direct Growth
₹17.10
0.75%
-2.33%
Moderately High risk
₹655.00 Cr
DSP Equity Savings Fund Direct Plan Growth DSP Equity Savings Fund Direct Plan Growth
₹23.22
0.76%
-2.33%
Moderately High risk
₹2,417.24 Cr
ICICI Prudential Equity Savings Fund Direct Growth ICICI Prudential Equity Savings Fund Direct Growth
₹22.99
-1.03%
-2.33%
Low to Moderate Risk
₹12,554.90 Cr
Bandhan Equity Savings Fund Direct Plan Growth Bandhan Equity Savings Fund Direct Plan Growth
LOW TO MODERATE RISK
  • NAV ₹33.30
  • Fund Size ₹254.67 Cr
Fund Return -0.31%
Category Return -2.33%
PGIM India Equity Savings Fund Direct Plan Growth PGIM India Equity Savings Fund Direct Plan Growth
LOW TO MODERATE RISK
  • NAV ₹53.22
  • Fund Size ₹69.96 Cr
Fund Return -0.73%
Category Return -2.33%
Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth
MODERATELY HIGH RISK
  • NAV ₹23.03
  • Fund Size ₹650.40 Cr
Fund Return -0.73%
Category Return -2.33%
Franklin India Equity Savings Fund Direct Growth Franklin India Equity Savings Fund Direct Growth
MODERATELY HIGH RISK
  • NAV ₹17.10
  • Fund Size ₹655.00 Cr
Fund Return -0.75%
Category Return -2.33%
DSP Equity Savings Fund Direct Plan Growth DSP Equity Savings Fund Direct Plan Growth
MODERATELY HIGH RISK
  • NAV ₹23.22
  • Fund Size ₹2,417.24 Cr
Fund Return -0.76%
Category Return -2.33%
ICICI Prudential Equity Savings Fund Direct Growth ICICI Prudential Equity Savings Fund Direct Growth
LOW TO MODERATE RISK
  • NAV ₹22.99
  • Fund Size ₹12,554.90 Cr
Fund Return -1.03%
Category Return -2.33%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Top funds from this amc

1M 3M 6M 1Y 3Y 5Y
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
PGIM India Global Select Real Estate Securities FoF Direct Growth PGIM India Global Select Real Estate Securities FoF Direct Growth
--
₹11.11
1.83%
--
Very High Risk
₹51.57 Cr
PGIM India Emerging Markets Equity Fund Direct Plan Growth PGIM India Emerging Markets Equity Fund Direct Plan Growth
--
₹17.78
1.14%
--
Very High Risk
₹95.13 Cr
PGIM India CRISIL IBX Gilt Index - Apr 2028 Fund Direct Growth PGIM India CRISIL IBX Gilt Index - Apr 2028 Fund Direct Growth
--
₹11.71
0.63%
--
Moderate Risk
₹26.45 Cr
PGIM India Liquid Fund Direct Plan Growth PGIM India Liquid Fund Direct Plan Growth
--
₹336.12
0.54%
0.39%
Low to Moderate Risk
₹423.85 Cr
PGIM India Low Duration Fund Direct Plan Growth PGIM India Low Duration Fund Direct Plan Growth
₹27.94
0.54%
0.38%
Low to Moderate Risk
₹93.31 Cr
PGIM India Ultra Short Duration Fund Direct Plan Growth PGIM India Ultra Short Duration Fund Direct Plan Growth
₹34.70
0.54%
0.41%
Low to Moderate Risk
₹197.09 Cr
PGIM India Global Select Real Estate Securities FoF Direct Growth PGIM India Global Select Real Estate Securities FoF Direct Growth
VERY HIGH RISK --
  • NAV ₹11.11
  • Fund Size ₹51.57 Cr
Fund Return 1.83%
Category Return --
PGIM India Emerging Markets Equity Fund Direct Plan Growth PGIM India Emerging Markets Equity Fund Direct Plan Growth
VERY HIGH RISK --
  • NAV ₹17.78
  • Fund Size ₹95.13 Cr
Fund Return 1.14%
Category Return --
PGIM India CRISIL IBX Gilt Index - Apr 2028 Fund Direct Growth PGIM India CRISIL IBX Gilt Index - Apr 2028 Fund Direct Growth
MODERATE RISK --
  • NAV ₹11.71
  • Fund Size ₹26.45 Cr
Fund Return 0.63%
Category Return --
PGIM India Liquid Fund Direct Plan Growth PGIM India Liquid Fund Direct Plan Growth
LOW TO MODERATE RISK --
  • NAV ₹336.12
  • Fund Size ₹423.85 Cr
Fund Return 0.54%
Category Return 0.39%
PGIM India Low Duration Fund Direct Plan Growth PGIM India Low Duration Fund Direct Plan Growth
LOW TO MODERATE RISK
  • NAV ₹27.94
  • Fund Size ₹93.31 Cr
Fund Return 0.54%
Category Return 0.38%
PGIM India Ultra Short Duration Fund Direct Plan Growth PGIM India Ultra Short Duration Fund Direct Plan Growth
LOW TO MODERATE RISK
  • NAV ₹34.70
  • Fund Size ₹197.09 Cr
Fund Return 0.54%
Category Return 0.41%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

PGIM India Asset Management Private Limited
PGIM India Asset Management Private Limited manages assets worth ₹ 24,790.64 crores. It’s current offering of mutual fund schemes includes 12 equity, 14 debt and 4 hybrid schemes.
Phone
+91 22 61593000
Email
care@pgimindia.co.in
AUM
₹ 24,790.64 Cr (
As on Jan 2025
)
Address
Nirlon House, 2nd Floor, ,Mumbai ,400 030

FAQ’S

What is the category of PGIM India Equity Savings Fund Direct Plan Growth ?
The category of PGIM India Equity Savings Fund Direct Plan Growth is Allocation - Equity Savings
What is the current NAV of PGIM India Equity Savings Fund Direct Plan Growth ?
The current NAV of PGIM India Equity Savings Fund Direct Plan Growth (as on Feb 28, 2025) is ₹ 53.22
How safe is PGIM India Equity Savings Fund Direct Plan Growth?
The risk level of PGIM India Equity Savings Fund Direct Plan Growth is Low to Moderate .
What are short term returns given by PGIM India Equity Savings Fund Direct Plan Growth?
The return given by PGIM India Equity Savings Fund Direct Plan Growth in 1 month is 0.73%, 3 months is 0.26%, 6 months is 0.68%, and 1 year is 6.31%.
What are the long term returns given by PGIM India Equity Savings Fund Direct Plan Growth?
The return given by PGIM India Equity Savings Fund Direct Plan Growth in 3 years is 6.90% and 5 years is 8.60%.
What is the expense ratio of PGIM India Equity Savings Fund Direct Plan Growth?
The expense ratio of PGIM India Equity Savings Fund Direct Plan Growth is 0.47 %
What is the AUM of PGIM India Equity Savings Fund Direct Plan Growth
The assets under Management (AUM) of PGIM India Equity Savings Fund Direct Plan Growth is Rs 69.96 crores.
What is the minimum investment in PGIM India Equity Savings Fund Direct Plan Growth?
The minimum Lumpsum investment in PGIM India Equity Savings Fund Direct Plan Growth is ₹5000 and the minimum SIP investment in PGIM India Equity Savings Fund Direct Plan Growth is ₹1000
What is the asset allocation of PGIM India Equity Savings Fund Direct Plan Growth?
The PGIM India Equity Savings Fund Direct Plan Growth has an exposure of 16.34% in Equity, 19.08% in Debt and 64.58% in Cash & Money Market Securities

CALCULATORS

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