PineBridge India Equity Fund

PineBridge India Equity Fund is a multi cap fund. The fund is managed by Mr. Huzaifa Husian. Over the last few quarters, this fund has fallen less than its peers. It’s not among the most consistent ones in the category but by showing periodic bouts of performance and restraining its fall in downturns, it does reward investors. New investors may skip this one for now. If you have already invested in this scheme keep a close watch on its performance.

Where does PineBridge India Equity Fund invest your money?

PineBridge India Equity Fund is equity oriented multi cap fund which means a substantial part of your money will be invested in stocks of large medium and small sized companies. About 54.49% of the fund’s money is allocated to stocks of large-sized companies, close to 39% to stocks of mid sized companies and close to 6% allocation to stocks of small sized companies. Mid-sized stocks can give kicker returns as they turn into large stocks but this happens not so frequently while large cap stocks tend to give stable returns.

Suitable for what?
  • Creating wealth
  • Lifestyle needs
Not suitable for what?
  • Child's education
  • Child's marriage
  • Planning for retirement
  • Home Purchase
How has PineBridge India Equity Fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in May 2007, your value of investments would be around Rs 1.29 lakhs. If you has invested Rs 1 lakh for 5 years, the value of your investments would be around Rs 1.15 lakhs. The fund has been giving around 4.3% returns for those who have stayed invested since inception. 

Assume you had invested Rs. 10,000 every month in PineBridge India Equity Fund through SIP for 5 years today you would have around Rs 7.94 lakhs.

Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment
Not Recommended
What are the charges applicable?

A onetime fee of Rs 100 is charged on investments over Rs 10, 000 made through distributors. If you are a first time investor in mutual funds an additional Rs 50 is charged to cover KYC expenses. This is deducted from your investment and can be skipped if you buy directly from the mutual fund via their website or offices.

If units are sold within a year an exit load of 1% is deducted from your total returns. No exit load applies for units withdrawn post one year. Expense ratio of PineBridge India Equity Fund is 2.80 %. This is charged to recover the fund management company’s expenses on securities’ transactions, commissions, registrar fees, etc. Your mutual fund returns will be total returns less expense ratio.

What are the tax implications?

The returns in a mutual fund are absolutely tax free, provided you do not withdraw within 1 year. 

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