PGIM India Equity Savings Fund
(An Open Ended Scheme investing in equity, arbitrage and debt)


Key Features

Benchmark Index
Benchmark Index

NIFTY Equity Savings Index

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Minimum Application Amount
Minimum Application Amount

Minimum of ₹ 5000/- and in multiples of ₹ 1/- thereafter.

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Minimum Additional Amount
Minimum Additional Amount

Additional Purchase - Minimum of ₹ 1000/- and in multiples of ₹ 1/- thereafter.

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Exit Load
Exit Load

Nil

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Scheme Overview

Investment Objective

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.

Investment Strategy

  • The scheme seeks to achieve its investment objective primarily by employing various strategies which seek to exploit available arbitrage opportunities in equity markets combined with investments in unhedged equity positions as well as debt and money market instruments.
  • A top down and bottom up approach will be used to invest in equity and equity related instruments. 15% to 30% of the portfolio is invested in equity to benefit from the upside in the equity markets
  • The debt allocation is actively managed and the Fund Management team may endeavor to generate returns whilst moderating credit and interest rate risk. Up to 30% of the portfolio is invested in medium to long term bonds, including G-secs, to benefit from a rally in bond prices brought about by a decline in interest rates
  • About 40% to 50% of the portfolio would be invested in equity arbitrage positions to cushion the volatility in returns
Scheme Performance
Scheme Portfolio
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riskometer

This product is suitable for investors who are seeking*:

  • Capital appreciation and Income distribution over the medium term

  • Investment primarily in equity and equity related securities and a small allocation to debt securities

  • Degree of risk – Low to Moderate

* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Riskometer

Low to  Moderate  - Investors understand that their principal will be at Low to  Moderate risk

fund managers
a-anandha-padmanabhan

Mr. A. Anandha Padmanabhan

Collectively over 13 years of experience in Indian financial markets, primarily in equity Read More...

hitash

Mr. Hitash Dang

Over 22 years of experience in the equity markets, sales and Business Development

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Puneet_Pal

Mr. Puneet Pal

Over 17 years of experience in Debt Market

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MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.


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