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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 | ₹670 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 | -0.13% | -0.18% |
| 6 Month | 3.72% | 4.81% |
| 1 Year | 5.45% | 7.01% |
| 3 Year | 7.17% | 11.07% |
| 5 Year | 8.96% | 10.74% |
SIP Return Analysis
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.92% | 3.21% |
| 1 Year | 6.4% | 9.21% |
| 3 Year | 7.39% | 11.56% |
| 5 Year | 7.31% | 10.53% |
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 | 2.18% | 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 | 38.17 | 37.49 |
| Large Cap | 55.1 | 45.42 |
| Mid Cap | 6.31 | 11.03 |
| Small Cap | 0.42 | 6.07 |
Sector Allocation
| Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 29.31 | 33.13 |
| Energy | 9.81 | 8.83 |
| Industrials | 7.15 | 6.03 |
| Healthcare | 1.41 | 3.89 |
| Financial Services | 23.28 | 18.41 |
| Technology | 1.95 | 4 |
| Basic Materials | 17.97 | 9.52 |
| Consumer Cyclical | 6.24 | 6.25 |
| Consumer Defensive | 1.02 | 2.11 |
| Communication Services | 1.85 | 5.74 |
| Utilities | - | 1.7 |
| Real Estate | - | 0.4 |
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