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PGIM India Equity Savings Fund - Growth Option

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Axis Equity Savings Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹67 Cr	₹927 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	-0.17%	-0.71%
6 Month	1.72%	1.9%
1 Year	5.68%	5.68%
3 Year	7.01%	10.25%
5 Year	7.44%	8.9%

SIP Return Analysis

Scheme Name	PGIM India Equity Savings Fund - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
6 Month	0.09%	-0.44%
1 Year	3.37%	3.19%
3 Year	5.9%	7.44%
5 Year	6.22%	7.98%

Rolling Lumpsum Returns

Scheme Name	PGIM India Equity Savings Fund - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
1 Year	7.24%	8.33%
3 Year	7.29%	8.84%
5 Year	7.59%	9.1%

Risk Management

Scheme Name	PGIM India Equity Savings Fund - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
Standard Deviation	2.06%	5.7%
Sharp	0.58%	0.86%
Beta	0.5%	1.13%
Alpha	-0.78%	-0.34%

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	34.37	30.97
Large Cap	57.96	56.16
Mid Cap	7.18	6.71
Small Cap	0.5	6.16

Sector Allocation

Scheme Name	PGIM India Equity Savings Fund - Growth Option	Axis Equity Savings Fund - Regular Plan - Growth
Others	24.49	27.51
Energy	9.74	10.31
Industrials	7.56	6.86
Healthcare	1.55	6.5
Financial Services	23.11	25.47
Technology	2.09	3.21
Basic Materials	20.5	5.21
Consumer Cyclical	7.7	7.67
Consumer Defensive	1.16	2.29
Communication Services	2.11	3.04
Utilities	-	0.66
Real Estate	-	1.27

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