PGIM India Equity Savings Fund vs Axis Equity Saver Fund compare
PGIM India Equity Savings Fund - Growth Option
Axis Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Fund | PGIM India Equity Savings Fund - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderately High |
Asset Size (Cr) | ₹90 Cr | ₹968 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 14 Feb 2025 | 14 Aug 2015 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 69% | 34.8% |
Expense Ratio | 1.32 | 2.26 |
Manager | Puneet Pal | Hardik Shah |
ISIN Code | INF223J01FB7 | INF846K01VO3 |
Exits Load | Data not available./365 | Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.27% | 1.73% |
6 Month | 3.05% | 1.45% |
1 Year | 6.97% | 7.89% |
3 Year | 6.79% | 9.79% |
5 Year | 9.37% | 11.5% |
SIP Return Analysis
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.16% | 1.7% |
1 Year | 6.15% | 3.75% |
3 Year | 7.49% | 10.38% |
5 Year | 7.6% | 9.74% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.48% | 8.85% |
3 Year | 7.33% | 8.69% |
5 Year | 7.5% | 8.9% |
Risk Management
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.237% | 5.953% |
Sharp | -0.182% | 0.249% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | Puneet Pal | Hardik Shah |
Total AUM | ₹20950 Cr | ₹0 Cr |
Funds Managed | 19 | 12 |
PGIM India Equity Savings Fund - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 31.03 | 31.59 |
Large Cap | 62.75 | 54.98 |
Mid Cap | 5.75 | 6.77 |
Small Cap | 0.46 | 6.67 |
Sector Allocation
Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 30.87 | 30.3 |
Energy | 9.37 | 9.33 |
Industrials | 7.21 | 6.57 |
Healthcare | 1.32 | 5.21 |
Financial Services | 23.4 | 21.62 |
Technology | 2.58 | 6.7 |
Basic Materials | 16.21 | 6.07 |
Consumer Cyclical | 6.08 | 5.6 |
Communication Services | 1.81 | 2.59 |
Consumer Defensive | 1.15 | 3.73 |
Utilities | - | 1.53 |
Real Estate | - | 0.76 |
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