PGIM India Equity Savings Fund
(An Open Ended Scheme investing in equity, arbitrage and debt)

NAV as on 29 May 2023

41.9872

Regular Plan - Growth Option

0.0271 (0.0600%)

NAV of Other Plans

Annual Dividend: 41.9601

Nature of Scheme :

An Open Ended Scheme investing in equity, arbitrage and debt

Key Features

Benchmark Index

NIFTY Equity Savings Index

Minimum Application Amount

Minimum of ₹ 5000/- and in multiples of ₹ 1/- thereafter.

Minimum Additional Amount

Additional Purchase - Minimum of ₹ 1000/- and in multiples of ₹ 1/- thereafter.

Exit Load

Nil

Scheme Overview

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.

Investment Strategy

The scheme seeks to achieve its investment objective primarily by employing various strategies which seek to exploit available arbitrage opportunities in equity markets combined with investments in unhedged equity positions as well as debt and money market instruments.
A top down and bottom up approach will be used to invest in equity and equity related instruments. 15% to 30% of the portfolio is invested in equity to benefit from the upside in the equity markets
The debt allocation is actively managed and the Fund Management team may endeavor to generate returns whilst moderating credit and interest rate risk. Up to 30% of the portfolio is invested in medium to long term bonds, including G-secs, to benefit from a rally in bond prices brought about by a decline in interest rates
About 40% to 50% of the portfolio would be invested in equity arbitrage positions to cushion the volatility in returns

Scheme Performance

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Scheme Portfolio

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This product is suitable for investors who are seeking*:

Capital appreciation and Income distribution over the medium term
Investment primarily in equity and equity related securities and a small allocation to debt securities
Degree of risk – Low to Moderate

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Low to Moderate - Investors understand that their principal will be at Low to Moderate risk

download documents

Scheme Information Document

Application Form

Product Brochure

Product Presentation

Fund Dashboard

Product Literature

Monthly Portfolio Disclosure

fund managers

Mr.A.Anandha Padmanabhan

Collectively over 15 years of experience in Indian financial markets, primarily in equity Read More...

Mr. Vinay Paharia

Collectively over 20 years of experience in Indian financial markets, primarily in equity research & Fund Management Read More...

Mr. Hitash Dang

Over 23 years of experience in the equity markets, sales and Business Development

PGIM India Equity Savings Fund

Minimum Equity allocation of 65% and minimum Debt allocation 10%

TOLL FREE NUMBER : 1800 266 7446
Email-pi.corporatecommunications@pgimindia.com
Email-care@pgimindia.co.in

To get NAV SMS - NAV<space><folio No> to "5607030"