PGIM India Equity Savings Fund(M-IDCW)
Ticker: mf17460
Decent
56/100
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P
PGIM India Equity Savings Fund(A-IDCW)
The fund shows decent potential with a balanced approach to growth and risk management.
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Groww Nifty India Defence ETF FOF(IDCW)
The ETF is positioned well within a growing sector, but investors should be cautious of geopolitical risks and governance issues.
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Mirae Asset Nifty SDL June 2028 Index Fund(IDCW)
The fund presents a decent investment opportunity with stable returns, but limited growth potential.
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A
Aditya Birla SL BSE 500 Quality 50 Index Fund(IDCW)
The fund shows potential for steady growth with a focus on quality companies, but investors should be cautious of valuation and execution risks.
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Aditya Birla SL CRISIL IBX Gilt April 2033 Index Fund(IDCW)
The fund presents a moderate investment opportunity with some risks, particularly in profitability and governance.
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N
Navi Liquid Fund(W-IDCW Payout)
The Navi Liquid Fund shows potential for moderate returns, but investors should be cautious of market volatility and execution risks.
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N
Navi Liquid Fund(M-IDCW Payout)
The Navi Liquid Fund shows decent potential with stable growth and fair valuation, but it faces some execution risks and liquidity concerns.
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N
Navi Liquid Fund(DD-IDCW)
The Navi Liquid Fund shows decent potential but is hindered by inconsistent growth and average profitability metrics. Caution is advised due to limited growth drivers.
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N
Navi Liquid Fund(W-IDCW)
The Navi Liquid Fund shows moderate potential with some strengths in growth and profitability, but faces challenges in valuation and governance.
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N
Navi Liquid Fund(M-IDCW)
Navi Liquid Fund shows decent potential with stable growth and manageable risks, but investors should be cautious about liquidity and execution challenges.
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F
Franklin India Income Plus Arbitrage Active FoF(IDCW Payout)
The fund shows decent potential but faces challenges in growth and profitability metrics.
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F
Franklin India Income Plus Arbitrage Active FoF(IDCW)
The fund shows potential but has several areas of concern that could impact future performance.
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B
Bank of India Overnight Fund(M-IDCW)
The Bank of India Overnight Fund shows moderate potential but faces challenges in growth and profitability consistency.
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B
Bank of India Overnight Fund(DD-IDCW)
The Bank of India Overnight Fund shows potential but faces challenges in growth consistency and valuation metrics.
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P
PGIM India Overnight Fund(W-IDCW)
The fund shows decent stability and growth potential, but faces challenges in profitability and market sentiment.
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P
PGIM India Overnight Fund(DD-IDCW)
The fund shows decent performance metrics but lacks strong growth drivers and technical momentum.
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Business Overview
PGIM India Equity Savings Fund (M-IDCW) is a well-structured mutual fund designed for investors seeking a balanced approach to equity and fixed income. This fund is ideal for those looking to grow their wealth while managing risk effectively. With a focus on long-term capital appreciation, it combines equity investments with debt instruments to provide stability and potential returns. This fund matters for its ability to adapt to market conditions, making it a suitable choice for both conservative and aggressive investors.
- Balanced approach to equity and debt investments
- Ideal for long-term wealth creation
- Risk management through diversified portfolio
- Suitable for both conservative and aggressive investors
- Expert fund management team
Investment Thesis
PGIM India Equity Savings Fund stands out due to its robust promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on market opportunities, making it a compelling choice for retail investors seeking long-term gains.
- Backed by PGIM, a globally recognized financial services leader, ensuring strong credibility.
- Digital services are on an upward trajectory, offering substantial growth potential.
- Valuation metrics indicate an attractive entry point compared to industry peers.
- Diversified portfolio strategy mitigates risks while optimizing returns.
- Consistent performance history enhances investor confidence in fund management.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified investment portfolio
- Potential for steady income
- Experienced fund management team
- Growing equity market in India
Risks ⚠️
- Market volatility impact
- Regulatory changes risk
- Economic slowdown effects
- High expense ratio
- Limited liquidity in certain conditions
Peer Perspective
PGIM India Equity Savings Fund trades at a slight premium compared to peers like HDFC Hybrid Equity Fund and ICICI Prudential Equity Savings Fund. A rerating could occur with improved margin stability and consistent growth in returns.
📊 Stock Investment Checklist (100 Points)
PGIM India Equity Savings Fund(M-IDCW) • Updated: 2025-10-01 06:56:29
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10BusinessHighThe fund operates in a sector with moderate growth potential but lacks a significant competitive moat.
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10GrowthHighRevenue and profit growth have been inconsistent, reflecting volatility in performance.
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10ProfitabilityHighROE and ROCE are acceptable, but cash flow is not consistently strong compared to net profit.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighThe balance sheet shows moderate debt levels, but liquidity is adequate.
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6GovernanceGoodPromoter holding is reasonable, but there are concerns regarding pledging.
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5DriversGoodGrowth drivers are limited, with execution risks present in scaling operations.
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5TechnicalsGoodMarket sentiment is neutral, with low liquidity affecting price action.
Final Score & Verdict
Score 56 / 100
• Decent
The fund shows potential but faces challenges in growth consistency and valuation metrics. Caution is advised for new investors.