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PGIM India Equity Sav IDCW-R

4–7 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Standard Deviation12.9%
Sharpe Ratio0.50

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Capital Goods35.98%
Services4.47%
Consumers10.23%
Energy & Infra13.5%
Financial Services32.93%
Technology2.89%

Geographic Allocation

Domestic100%
Top Stock Holdings

Top Stock Holdings

CompanySectorAllocation
Net Receivables / (Payables)Utilities48.97%
7.1% Govt Stock 2034Utilities8.58%
Tata Steel LtdCapital Goods7.49%
HDFC Bank LtdFinancial Services7.37%
Reliance Industries LtdEnergy & Infra6.41%
Titan Co LtdConsumers6.13%
Bajaj Finance LtdFinancial Services5.80%
Adani Ports & Special Economic Zone LtdCapital Goods5.38%
Brookfield India Real Estate TrustEnergy & Infra4.96%
NMDC LtdCapital Goods4.84%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

VP

Vinay Paharia

Mr. Vinay Paharia has experience of 18 years. Manages 89 funds at PGIM India Asset Management Private Limited with an AUM of approximately ₹7,998 Cr Holds a MMS degree.

Team

66 years

Combined Team Experience

AUM

₹ 27,219 Cr

Assets Under Management

AP
Anandha Padmanabhan Anjeneyan
Co-Portfolio Manager

Anandha Padmanabhan Anjeneyan has experience of 6 years. Manages 91 funds at PGIM India Asset Management Private Limited with an AUM of approximately ₹1,613 Cr

VS
Vivek Sharma
Co-Portfolio Manager

Mr. Vivek Sharma has experience of 17 years. Manages 101 funds at PGIM India Asset Management Private Limited with an AUM of approximately ₹9,610 Cr

PP
Puneet Pal
Co-Portfolio Manager

Mr. Puneet Pal has experience of 26 years. Manages 233 funds at PGIM India Asset Management Private Limited with an AUM of approximately ₹7,998 Cr Holds a M.B.A. degree.

Firm OverviewFirm Overview

Total AUM₹27,538.26 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)1.78%

iconRegulatory & Tax Information

INF663L01YP1
verified
ISIN
DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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