PGIM India Equity Savings Fund - Growth Option
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | PGIM India Equity Savings Fund - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderately High |
| Asset Size (Cr) | ₹69 Cr | ₹281 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹250 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Feb 2025 | 29 Jul 2019 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 69% | 486% |
| Expense Ratio | 1.32 | 2.48 |
| Manager | Puneet Pal | Miten Vora |
| ISIN Code | INF223J01FB7 | INF955L01II9 |
| Exits Load | Data not available./365 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - 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 | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.04% | -0.09% |
| 6 Month | 2.38% | 3.13% |
| 1 Year | 5.37% | 5.54% |
| 3 Year | 7.04% | 10.06% |
| 5 Year | 7.47% | 8.09% |
SIP Return Analysis
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.44% | 2.22% |
| 1 Year | 6.65% | 10.37% |
| 3 Year | 6.92% | 9.78% |
| 5 Year | 6.77% | 9.23% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.25% | 8.77% |
| 3 Year | 7.29% | 8.35% |
| 5 Year | 7.59% | 9.06% |
Risk Management
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.15% | 5.00% |
| Sharp | 0.20% | 0.65% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Puneet Pal | Miten Vora |
| Total AUM | ₹20950 Cr | ₹6478 Cr |
| Funds Managed | 19 | 6 |
| PGIM India Equity Savings Fund - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 32.59 | 36.42 |
| Large Cap | 60.08 | 47.54 |
| Mid Cap | 6.85 | 11.74 |
| Small Cap | 0.48 | 4.3 |
Sector Allocation
| Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 24.69 | 29.94 |
| Energy | 9.71 | 3.85 |
| Industrials | 8.17 | 8.61 |
| Healthcare | 1.6 | 3.1 |
| Financial Services | 23.47 | 20.09 |
| Technology | 2.13 | 5.03 |
| Basic Materials | 19.48 | 7.23 |
| Consumer Cyclical | 7.5 | 7.31 |
| Consumer Defensive | 1.14 | 1.84 |
| Communication Services | 2.1 | 3.97 |
| Real Estate | - | 4.38 |
| Utilities | - | 4.66 |
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