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) | ₹71 Cr | ₹3773 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 | 0.92% | 0.84% |
| 6 Month | 2.87% | 2.39% |
| 1 Year | 6.2% | 5.19% |
| 3 Year | 7.11% | 9.97% |
| 5 Year | 8.64% | 10.63% |
SIP Return Analysis
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.46% | 1.38% |
| 1 Year | 6.42% | 6.26% |
| 3 Year | 7.01% | 9.45% |
| 5 Year | 6.86% | 9.23% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.32% | 8.66% |
| 3 Year | 7.31% | 8.68% |
| 5 Year | 7.57% | 8.16% |
Risk Management
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.15% | 3.65% |
| Sharp | 0.16% | 0.83% |
| 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 | 38.43 | 34.83 |
| Large Cap | 54.54 | 55.48 |
| Mid Cap | 6.58 | 6.04 |
| Small Cap | 0.44 | 3.65 |
Sector Allocation
| Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 28.66 | 30.89 |
| Energy | 8.82 | 6.63 |
| Industrials | 7.06 | 2.98 |
| Healthcare | 1.38 | 5.88 |
| Financial Services | 23.87 | 25.71 |
| Technology | 1.75 | 5.25 |
| Basic Materials | 19 | 3.45 |
| Consumer Cyclical | 6.65 | 6.96 |
| Consumer Defensive | 1.02 | 3.47 |
| Communication Services | 1.79 | 4.17 |
| Real Estate | - | 1.39 |
| Utilities | - | 3.21 |
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