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PGIM India Equity Savings Fund - Growth Option
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹73 Cr | ₹750 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 | 0.55% | 1.22% |
| 6 Month | 4.76% | 7.96% |
| 1 Year | 4.81% | 6.78% |
| 3 Year | 7.07% | 10.95% |
| 5 Year | 8.55% | 10.77% |
SIP Return Analysis
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.5% | 3.05% |
| 1 Year | 6.52% | 10.71% |
| 3 Year | 7.14% | 11.54% |
| 5 Year | 7% | 10.46% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.35% | 8.7% |
| 3 Year | 7.32% | 8.9% |
| 5 Year | 7.55% | 9.05% |
Risk Management
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.20% | 3.74% |
| Sharp | 0.10% | 1.04% |
| Beta | - | - |
| Alpha | - | - |
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 | 40.19 | 42.26 |
| Large Cap | 53.16 | 40.35 |
| Mid Cap | 6.21 | 11.8 |
| Small Cap | 0.45 | 5.59 |
Sector Allocation
| Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 31.84 | 37.57 |
| Energy | 8.7 | 7.34 |
| Industrials | 6.75 | 4.85 |
| Healthcare | 1.45 | 4.36 |
| Financial Services | 22.61 | 18.61 |
| Technology | 1.78 | 2.88 |
| Basic Materials | 18.06 | 7.08 |
| Consumer Cyclical | 5.95 | 6.32 |
| Consumer Defensive | 1.08 | 1.95 |
| Communication Services | 1.76 | 5.73 |
| Utilities | - | 1.78 |
| Real Estate | - | 1.53 |
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