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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) | ₹71 Cr | ₹936 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 | 0.52% | 0.67% |
| 6 Month | 3.58% | 4.96% |
| 1 Year | 5.29% | 3.17% |
| 3 Year | 7.33% | 10.39% |
| 5 Year | 8.56% | 10.47% |
SIP Return Analysis
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.14% | 1.71% |
| 1 Year | 6.21% | 7.19% |
| 3 Year | 6.94% | 9.43% |
| 5 Year | 6.84% | 8.95% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.32% | 8.52% |
| 3 Year | 7.31% | 8.78% |
| 5 Year | 7.57% | 9.07% |
Risk Management
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.16% | 5.09% |
| Sharp | 0.17% | 0.61% |
| Beta | - | - |
| Alpha | - | - |
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 | 40.82 | 33.07 |
| Large Cap | 52.62 | 54.93 |
| Mid Cap | 6.12 | 6.34 |
| Small Cap | 0.44 | 5.66 |
Sector Allocation
| Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
Axis Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.41 | 30.65 |
| Energy | 8.6 | 8.78 |
| Industrials | 6.62 | 6.62 |
| Healthcare | 1.39 | 6.12 |
| Financial Services | 22.17 | 22.21 |
| Technology | 1.83 | 6.52 |
| Basic Materials | 17.65 | 4.69 |
| Consumer Cyclical | 6.52 | 6.51 |
| Consumer Defensive | 1.04 | 3.07 |
| Communication Services | 1.76 | 2.66 |
| Utilities | - | 1.29 |
| Real Estate | - | 0.87 |
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