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) | ₹69 Cr | ₹3841 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 | 0.31% | 0.11% |
| 6 Month | 2.6% | 2.07% |
| 1 Year | 6.22% | 5.74% |
| 3 Year | 7.11% | 9.99% |
| 5 Year | 7.85% | 9.96% |
SIP Return Analysis
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.46% | 1.35% |
| 1 Year | 6.69% | 6.34% |
| 3 Year | 7.08% | 9.51% |
| 5 Year | 6.94% | 9.32% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.28% | 8.5% |
| 3 Year | 7.31% | 8.77% |
| 5 Year | 7.59% | 8.21% |
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 | 34.06 | 33.03 |
| Large Cap | 58.85 | 56.84 |
| Mid Cap | 6.64 | 6.46 |
| Small Cap | 0.45 | 3.67 |
Sector Allocation
| Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
DSP Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 26.3 | 28.42 |
| Energy | 9.88 | 7.18 |
| Industrials | 7.65 | 3.19 |
| Healthcare | 1.45 | 5.64 |
| Financial Services | 22.48 | 27.41 |
| Technology | 2.04 | 5.81 |
| Basic Materials | 20 | 3.91 |
| Consumer Cyclical | 7.09 | 5.66 |
| Consumer Defensive | 1.1 | 3.63 |
| Communication Services | 2.01 | 4.6 |
| Real Estate | - | 1.38 |
| Utilities | - | 3.18 |
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