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) | ₹73 Cr | ₹269 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
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 | 0.55% | 0.84% |
6 Month | 4.76% | 7.95% |
1 Year | 4.81% | 3.92% |
3 Year | 7.07% | 9.53% |
5 Year | 8.55% | 8.44% |
SIP Return Analysis
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.5% | 1.88% |
1 Year | 6.52% | 7.57% |
3 Year | 7.14% | 9.64% |
5 Year | 7% | 8.95% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.35% | 9.21% |
3 Year | 7.32% | 8.13% |
5 Year | 7.55% | 9.28% |
Risk Management
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.20% | 5.00% |
Sharp | 0.10% | 0.50% |
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 | 40.19 | 35.85 |
Large Cap | 53.16 | 49.22 |
Mid Cap | 6.21 | 9.78 |
Small Cap | 0.45 | 5.15 |
Sector Allocation
Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 31.84 | 29.05 |
Energy | 8.7 | 5.06 |
Industrials | 6.75 | 8.3 |
Healthcare | 1.45 | 3.88 |
Financial Services | 22.61 | 19.28 |
Technology | 1.78 | 3.27 |
Basic Materials | 18.06 | 7.32 |
Consumer Cyclical | 5.95 | 5.46 |
Consumer Defensive | 1.08 | 2.68 |
Communication Services | 1.76 | 3.9 |
Real Estate | - | 5.96 |
Utilities | - | 5.85 |
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