PGIM India Equity Savings Fund
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
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
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Net Receivables / (Payables)Utilities54.21%
Reliance Industries LtdEnergy & Infra9.46%
Clearing Corporation Of India Ltd.Utilities9.18%
HDFC Bank LtdFinancial Services9.10%
Bajaj Finance LtdFinancial Services8.85%
Ambuja Cements LtdCapital Goods7.63%
7.1% Govt Stock 2034Utilities7.34%
Tata Steel LtdCapital Goods6.29%
7.18% Govt Stock 2033Utilities4.42%
Titan Co LtdConsumers4.26%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.32%
Regulatory & Tax Information
INF663L01YO4
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)