PGIM India Equity Savings Fund
PGIM India Equity Savings Fund is a equity savings fund of PGIM India Asset Management Private Limite with ₹56 cr under management. It is ahead of its benchmark (Nifty Equity Savings Index) in 1 of 4 periods. Its direct plan charges 1.11% a year. Anandha Padmanabhan Anjeneyan has managed it for 4.4 years.
Has PGIM India Equity Savings Fund beaten its benchmark?
Ahead of its benchmark, Nifty Equity Savings Index, in 1 of 4 periods in AMFI's figures; +1.90% over the last year against +0.58%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | +1.32% | −3.60% | — |
| 3 months | +5.41% | −5.03% | — |
| 6 months | +11.77% | −1.83% | — |
| 1 year | +11.20% | −4.06% | +15.26 pts |
| 3 years | +2.68% | +9.27% | −6.59 pts |
| 5 years | — | +8.00% | — |
| 10 years | — | +12.69% | — |
| Since start from 8 Mar 2016 | +1.69% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +1.90% | +1.17% | +0.58% | +1.32 | 🔒 |
| 3y | +6.08% | +5.28% | +6.97% | −0.89 | 🔒 |
| 5y | +5.65% | +4.82% | +6.42% | −0.77 | 🔒 |
| 10y | +7.38% | +6.32% | +8.44% | −1.06 | 🔒 |
Value of 100, month-end
Mar 2016 to 5 Mar 2021₹100 put in at the start of Mar 2016 would be ₹110 on 5 Mar 2021, against ₹203 in the Nifty 500 TRI.
What does PGIM India Equity Savings Fund cost?
1.11% a year on the direct plan, 1.77% on the regular plan; 6 of 16 funds in its category charge less.
Who manages PGIM India Equity Savings Fund?
Anandha Padmanabhan Anjeneyan, since 12 May 2022; Vivek Sharma, since 12 May 2022; Vinay Paharia, since 12 May 2022.
What does PGIM India Equity Savings Fund hold?
72 holdings as of 30 Sep 2026; the ten largest are 60.8% of the fund, the largest 7.1% Government of India at 8.8%.
Mix
Holdings as of 30 Sep 2026Five largest industries
% of fundBy company size
% of equity · SEBI size listsHow does PGIM India Equity Savings Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is PGIM India Equity Savings Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
Who manages PGIM India Equity Savings Fund?
Anandha Padmanabhan Anjeneyan (manager) since 12 May 2022; Vivek Sharma (manager) since 12 May 2022; Vinay Paharia (manager) since 12 May 2022; Puneet Pal (manager) since 12 May 2022.
What is the expense ratio of PGIM India Equity Savings Fund?
1.11% a year on the direct plan and 1.77% on the regular plan (expense report, Oct 2026).
How has PGIM India Equity Savings Fund done?
Its direct plan returned +6.08% a year over 3 years against +6.97% for its benchmark, Nifty Equity Savings Index, as of 13 Oct 2026.
See PGIM India Equity Savings Fund beside your own funds in Valarth
