PGIM India Equity Savings Fund

Primarily market-linked growth exposure

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 is 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.

How the money may be invested

Equity and Equity related instruments- Min 65% and Max 90% Of which Net Long Equity - Min 15% and Max 40% Of which Equity and Equity derivatives (Only Arbitrage opportunities) - Min 25% and Max 75% Debt Securities and Money Market Instruments (including investments in securitized debt) - Min 10 and Max 35% Units issued by InVITs - Min 0 % and Max 10% Units of Gold ETFs & Silver ETFs - Min 0% and Max 25% Exchange Traded Commodity Derivatives (ETCDs) related to Gold and Silver - Min 0% and Max 10%

SEBI category

Equity Savings Fund

Fund type

An Open Ended Scheme investing in equity, arbitrage and debt

Primary benchmark

NIFTY Equity Savings Index

Use the latest monthly portfolio

Top holdings are the largest securities currently owned by the scheme. Names and weights can change every month, so a copied list can become misleading. Open the AMC's current official portfolio or factsheet below and look for this exact fund name.

Manager and scheme tenure

Fund manager(s)

Mr. Anandha Padmanabhan Anjeneyan, Mr. Vivek Sharma, Mr. Vinay Paharia and Mr. Puneet Pal

Manager tenure on this scheme

Since Mr. Anandha Padmanabhan Anjeneyan - 12/05/2022, Mr. Vivek Sharma - 15/04/2024, Mr. Vinay Paharia - 01/04/2023 and Mr. Puneet Pal - 01/12/2021.

Role / co-management

Description - Asset classwise we have different Fund Manager. Anandha Padmanabhan Anjeneyan is a Primary Fund Manager for Equity, Vivek Sharma is a Comanage Fund Manager for Equity, Vinay Paharia is a Comanage Fund Manager for Equity and Puneet Pal for Debt.

The tenure above is experience managing this scheme, not the manager's total career experience. For education, qualifications and prior roles, open the latest official AMC factsheet or manager profile below.

Latest NAV records

NAV is a per-unit accounting value. Compare returns, portfolio, risk and cost — never choose a fund only because its NAV looks low.

What you pay and how money moves

Stated expense ratio

Regular 1.78%, Direct 1.10%

Exit load

NIL

Minimum application

Rs. 5000 · multiples of Rs.1

SIP frequency

SIP - Monthly/Quarterly, SWP - Monthly/ Quartely/ Annually, STP -Daily/Weekly/Monthly/Quarterly

Minimum SIP amount

SIP - Monthly/Quarterly : 1000, SWP - Monthly/ Quartely/ Annually : 1000, STP -Daily/Weekly/Monthly/Quarterly :1000

Minimum instalments

SIP - 5, SWP - 5, STP - 5

How a mutual-fund investment is paid

1. Complete KYCIdentity, PAN, bank and contact verification are required.
2. Choose route and optionUnderstand direct vs regular and growth vs IDCW before selecting.
3. Choose SIP or lump sumSIP uses an automated mandate; lump sum is a one-time payment.
4. Receive units at applicable NAVCut-off time, cleared funds and scheme rules determine the applicable NAV.
5. Review, do not chaseTrack goal fit, risk, manager/mandate changes, costs and portfolio — not daily noise.

Download and verify at source

The packaged Scheme Summary PDF is the official AMFI file, unchanged. Live AMC links are included for time-sensitive factsheets, top holdings and portfolios.

Source verification date: 06 September 2026. If a live document differs from this page, rely on the newer official document.