PGIM India Equity Savings Fund -IDCW Monthly Reinvestment
PGIM India Equity Savings Fund -IDCW Monthly Reinvestment: Mutual Fund Overview
PGIM India Equity Savings Fund -IDCW Monthly Reinvestment is an Equity Savings mutual fund with over 22.13 years of performance history. The scheme manages an AUM of ₹65.44 Cr and has a NAV of ₹12.1741. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹1000.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 2.66%.
Hybrid, Equity Savings, Principal at moderate risk
1 Year Return 2.66% at 24 Mar 2026 04:24 PM
Fund Details
NAV 12.1741
Sub-Type Equity Savings
Rating 3
Min. SIP Amount ₹1000.0
Fund Age(Year) 22.13
Fund Size(in Crores) 65.44
Fund Performance
1 Month -2.89%
3 Month -2.5%
6 Month -1.12%
1 Year 2.66%
3 Year 6.12%
5 Year 6.22%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (100%) Sector Allocation GOI Securities 68.03 State Development Loan 19.01 Debenture 6.55 Debt Credit Ratings SOV 87.04 AAA 6.65 Cash & Call Money 2.65 Others 0.38 Debt Category Uttar Pradesh State 2.34 Bihar State 0.8 Gujarat State 7.16 Rajasthan State 0.78
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -6.67% Ret 1Y 2.71% Ret 3Y 11.97% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -6.67% Ret 1Y 2.71% Ret 3Y 11.97% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -6.67% Ret 1Y 2.71% Ret 3Y 11.97% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M -9.9% Ret 1Y -1.03% Ret 3Y 11.49% Ret 5Y 8.86%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M -9.9% Ret 1Y -1.03% Ret 3Y 11.49% Ret 5Y 8.86%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M -9.9% Ret 1Y -1.03% Ret 3Y 11.49% Ret 5Y 8.86%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -8.88% Ret 1Y 0.62% Ret 3Y 12.18% Ret 5Y 7.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -8.88% Ret 1Y 0.62% Ret 3Y 12.18% Ret 5Y 7.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -8.88% Ret 1Y 0.62% Ret 3Y 12.18% Ret 5Y 7.54%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M -8.36% Ret 1Y -1.28% Ret 3Y 10.24% Ret 5Y 7.76%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M -8.36% Ret 1Y -1.28% Ret 3Y 10.24% Ret 5Y 7.76%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.32%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Puneet Pal
Education Mr. Pal is a B.Com (H) and MBA from SIBM Pune.
Experience Prior to joining PGIM India Mutual Fund, he has worked with BNP Paribas AMC as Head Fixed Income, UTI AMC as Sr. Vice President & Fund Manager & TATA AMC as Fund Manager.
Chetan Chavan
Education Mr. Chavan has done B.Com
Experience Prior to joining PGIM India Mutual Fund, he was associated with Bajaj Finserv Mutual Fund, Mahindra Manulife Investment Management Private Limited and Invesco Asset Management (India) Private Limited.
Anandha Padmanabhan Anjeneyan
Education Mr. Anjeneyan is a B. Com, ACA, CFA, FRM
Experience Prior to joining PGIM India Asset Management Pvt Ltd, he has worked with Renaissance Investment Managers Private Limited, Canara Robeco Asset Management Company Limited.
Vivek Sharma
Education Mr. Sharma is a PGDM Finance
Experience Prior to joining PGIM India Asset Management Pvt. Ltd. - Equity Analyst and Asst. Fund Manager, he has worked with ICICI Securities Ltd. - Equity Analyst and JP Morgan Services India Pvt. Ltd.- Associate - Investment Banking.
Vinay Paharia
Education Mr. Paharia holds a B.Com degree from Narsee Monjee College and an M.M.S. degree from Welingkar Institute of Management, Mumbai.
Experience Prior to joining PGIM India Mutual Fund, he was associated with Union Mutual Fund, Invesco Asset Management Company, L&T Mutual Fund, K R Choksey Shares and Securities Pvt Ltd (Jan 2004-Jan 2006), First Global Stock broking Pvt. Ltd (Jun 2002-Jan 2004).
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderate risk
AMC and Fund details
Rank (total sets) 9
Date of Incorporation 2004-02-05
Total AUM 26753.12
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
PGIM India Equity Savings Fund -IDCW Monthly Reinvestment FAQs
How to invest in PGIM India Equity Savings Fund -IDCW Monthly Reinvestment?
Investing in PGIM India Equity Savings Fund -IDCW Monthly Reinvestment through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for PGIM India Equity Savings Fund -IDCW Monthly Reinvestment in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of PGIM India Equity Savings Fund -IDCW Monthly Reinvestment?
The term expense ratio for PGIM India Equity Savings Fund -IDCW Monthly Reinvestment or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of PGIM India Equity Savings Fund -IDCW Monthly Reinvestment is 1.32% as of 24 Mar 2026.
What is the NAV of PGIM India Equity Savings Fund -IDCW Monthly Reinvestment?
The NAV of PGIM India Equity Savings Fund -IDCW Monthly Reinvestment is ₹12.1741 as of 24 Mar 2026.
What is the AUM of PGIM India Equity Savings Fund -IDCW Monthly Reinvestment?
The AUM (Assets Under Management) of PGIM India Equity Savings Fund -IDCW Monthly Reinvestment is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of PGIM India Equity Savings Fund -IDCW Monthly Reinvestment is ₹65.44 Cr as of 24 Mar 2026.
What is the PE and PB ratio of PGIM India Equity Savings Fund -IDCW Monthly Reinvestment?
The PE ratio of PGIM India Equity Savings Fund -IDCW Monthly Reinvestment shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in PGIM India Equity Savings Fund -IDCW Monthly Reinvestment?
Yes, you can invest in PGIM India Equity Savings Fund -IDCW Monthly Reinvestment through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of PGIM India Equity Savings Fund -IDCW Monthly Reinvestment in the last 5 years?
The return of PGIM India Equity Savings Fund -IDCW Monthly Reinvestment in the last 5 years is 6.22%.
What is the minimum SIP investment required in PGIM India Equity Savings Fund -IDCW Monthly Reinvestment?
The minimum SIP investment in PGIM India Equity Savings Fund -IDCW Monthly Reinvestment depends on the fund's scheme rules and usually starts at a small amount. For PGIM India Equity Savings Fund -IDCW Monthly Reinvestment, the minimum SIP amount is ₹1000.0.
What is the current NAV of PGIM India Equity Savings Fund -IDCW Monthly Reinvestment?
The NAV of PGIM India Equity Savings Fund -IDCW Monthly Reinvestment, as of 24 Mar 2026, is ₹12.1741.
Who manages the PGIM India Equity Savings Fund -IDCW Monthly Reinvestment?
The fund managers responsible for PGIM India Equity Savings Fund -IDCW Monthly Reinvestment are:
- Puneet Pal
- Chetan Chavan
- Anandha Padmanabhan Anjeneyan
- Vivek Sharma
- Vinay Paharia