PGIM India Equity Savings Fund - Growth Option
DSP Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | PGIM India Equity Savings Fund - Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Fund | PGIM India Equity Savings Fund - Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderate |
Asset Size (Cr) | ₹73 Cr | ₹3501 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 14 Feb 2025 | 28 Mar 2016 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
Turn Over | 69% | 444% |
Expense Ratio | 1.32 | 1.32 |
Manager | Puneet Pal | Kedar Karnik |
ISIN Code | INF223J01FB7 | INF740KA1439 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | PGIM India Equity Savings Fund - Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | -0.04% | -0.89% |
6 Month | 4.51% | 4.31% |
1 Year | 4.84% | 4.62% |
3 Year | 7.06% | 9.78% |
5 Year | 8.52% | 10.69% |
SIP Return Analysis
Scheme Name | PGIM India Equity Savings Fund - Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 0.94% | 0.2% |
1 Year | 5.32% | 3.92% |
3 Year | 6.87% | 9.44% |
5 Year | 6.94% | 9.31% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Equity Savings Fund - Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.35% | 8.8% |
3 Year | 7.32% | 8.61% |
5 Year | 7.55% | 8.09% |
Risk Management
Scheme Name | PGIM India Equity Savings Fund - Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.17% | 3.74% |
Sharp | 0.26% | 0.95% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | PGIM India Equity Savings Fund - Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | Puneet Pal | Kedar Karnik |
Total AUM | ₹20950 Cr | ₹32997 Cr |
Funds Managed | 19 | 11 |
PGIM India Equity Savings Fund - Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 40.19 | 36.3 |
Large Cap | 53.16 | 54.14 |
Mid Cap | 6.21 | 5.72 |
Small Cap | 0.45 | 3.84 |
Sector Allocation
Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 31.84 | 32.36 |
Energy | 8.7 | 6.79 |
Industrials | 6.75 | 3.05 |
Healthcare | 1.45 | 6.01 |
Financial Services | 22.61 | 25.73 |
Technology | 1.78 | 4.25 |
Basic Materials | 18.06 | 3.59 |
Consumer Cyclical | 5.95 | 7.5 |
Consumer Defensive | 1.08 | 2.7 |
Communication Services | 1.76 | 3.63 |
Real Estate | - | 1.29 |
Utilities | - | 3.09 |
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