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 | 0.73% | 0.8% |
6 Month | 4.89% | 5.07% |
1 Year | 4.94% | 4.47% |
3 Year | 7.26% | 10.13% |
5 Year | 8.52% | 10.84% |
SIP Return Analysis
Scheme Name | PGIM India Equity Savings Fund - Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.5% | 1.13% |
1 Year | 6.52% | 6.01% |
3 Year | 7.14% | 9.86% |
5 Year | 7% | 9.46% |
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 | 2.20% | 3.82% |
Sharp | 0.10% | 0.72% |
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 | 40.82 | 36.09 |
Large Cap | 52.62 | 55 |
Mid Cap | 6.12 | 5.26 |
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 | 32.41 | 32.27 |
Energy | 8.6 | 6.31 |
Industrials | 6.62 | 3.03 |
Healthcare | 1.39 | 5.91 |
Financial Services | 22.17 | 25.82 |
Technology | 1.83 | 5.25 |
Basic Materials | 17.65 | 3.52 |
Consumer Cyclical | 6.52 | 6.91 |
Consumer Defensive | 1.04 | 2.63 |
Communication Services | 1.76 | 3.91 |
Real Estate | - | 1.27 |
Utilities | - | 3.19 |
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