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) | ₹67 Cr | ₹3936 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 | -0.17% | - |
| 6 Month | 1.89% | 1.83% |
| 1 Year | 5.89% | 6.02% |
| 3 Year | 7.07% | 10.03% |
| 5 Year | 7.33% | 9.43% |
SIP Return Analysis
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.36% | 1.41% |
| 1 Year | 6.13% | 6.11% |
| 3 Year | 6.79% | 9.06% |
| 5 Year | 6.75% | 9.06% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.25% | 8.43% |
| 3 Year | 7.29% | 8.82% |
| 5 Year | 7.59% | 8.25% |
Risk Management
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 2.15% | 4.23% |
| Sharp | 0.20% | 1.07% |
| Beta | - | 0.82% |
| Alpha | - | 0.82% |
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 | 32.59 | 32.73 |
| Large Cap | 60.08 | 56.66 |
| Mid Cap | 6.85 | 6.96 |
| Small Cap | 0.48 | 3.64 |
Sector Allocation
| Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 24.69 | 27.62 |
| Energy | 9.71 | 7.07 |
| Industrials | 8.17 | 3.15 |
| Healthcare | 1.6 | 5.78 |
| Financial Services | 23.47 | 28.68 |
| Technology | 2.13 | 5.21 |
| Basic Materials | 19.48 | 4.11 |
| Consumer Cyclical | 7.5 | 5.88 |
| Consumer Defensive | 1.14 | 3.25 |
| Communication Services | 2.1 | 4.86 |
| Real Estate | - | 1.31 |
| Utilities | - | 3.08 |
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