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PGIM India Equity Savings Fund - Growth Option

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Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	PGIM India Equity Savings Fund - Growth Option	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Fund	PGIM India Equity Savings Fund - Growth Option	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Low to Moderate	Moderate
Asset Size (Cr)	₹72 Cr	₹639 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹1000	₹100
Min Addl Investment	₹1000	₹100
Launch Date	14 Feb 2025	13 Oct 2014
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	NIFTY Equity Savings TRI
Turn Over	69%	87%
Expense Ratio	1.32	1.6
Manager	Puneet Pal	Dhawal Dalal
ISIN Code	INF223J01FB7	INF843K01KG9
Exits Load	Data not available./365	Data not available./365

Trailing Lumpsum Returns

Scheme Name	PGIM India Equity Savings Fund - Growth Option	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Month	0.54%	1.25%
6 Month	3.94%	5.11%
1 Year	6.14%	8.75%
3 Year	7.6%	12.11%
5 Year	9.12%	11.17%

SIP Return Analysis

Scheme Name	PGIM India Equity Savings Fund - Growth Option	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month	2.72%	4.45%
1 Year	7.58%	10.83%
3 Year	7.69%	12.03%
5 Year	7.49%	10.79%

Rolling Lumpsum Returns

Scheme Name	PGIM India Equity Savings Fund - Growth Option	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year	7.4%	8.74%
3 Year	7.31%	8.85%
5 Year	7.53%	8.96%

Risk Management

Scheme Name	PGIM India Equity Savings Fund - Growth Option	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Standard Deviation	2.18%	3.88%
Sharp	0.46%	1.31%
Beta	-	-
Alpha	-	-

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Fund Managers

Scheme Name	PGIM India Equity Savings Fund - Growth Option	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Name	Puneet Pal	Dhawal Dalal
Total AUM	₹20950 Cr	₹25974 Cr
Funds Managed	19	12
	PGIM India Equity Savings Fund - Growth Option	Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	PGIM India Equity Savings Fund - Growth Option	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Others	29.96	36.56
Large Cap	63.31	48.39
Mid Cap	6.31	8.86
Small Cap	0.43	6.19

Sector Allocation

Scheme Name	PGIM India Equity Savings Fund - Growth Option	Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Others	29.96	33.68
Energy	9.46	9.18
Industrials	7.18	6.32
Healthcare	1.39	3.81
Financial Services	23.07	18.57
Technology	2.03	3.38
Basic Materials	18.02	9.91
Consumer Cyclical	6.09	5.38
Consumer Defensive	1.07	2.76
Communication Services	1.74	4.41
Utilities	-	2.19
Real Estate	-	0.4

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