PGIM India Equity Savings Fund vs Edelweiss Equity Savings Fund compare
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) | ₹90 Cr | ₹572 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 | 1.27% | 1.3% |
6 Month | 3.05% | 2.88% |
1 Year | 6.97% | 9.39% |
3 Year | 6.79% | 10.28% |
5 Year | 9.37% | 11.11% |
SIP Return Analysis
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.16% | 2.4% |
1 Year | 6.15% | 6.98% |
3 Year | 7.49% | 11.38% |
5 Year | 7.6% | 10.41% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.48% | 8.68% |
3 Year | 7.33% | 8.78% |
5 Year | 7.5% | 8.77% |
Risk Management
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 2.237% | 4.089% |
Sharp | -0.182% | 0.716% |
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 | 31.03 | 34.35 |
Large Cap | 62.75 | 46.78 |
Mid Cap | 5.75 | 12.37 |
Small Cap | 0.46 | 6.5 |
Sector Allocation
Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Others | 30.87 | 31.74 |
Energy | 9.37 | 10.61 |
Industrials | 7.21 | 8.32 |
Healthcare | 1.32 | 3.58 |
Financial Services | 23.4 | 17.32 |
Technology | 2.58 | 3.67 |
Basic Materials | 16.21 | 8.54 |
Consumer Cyclical | 6.08 | 9.31 |
Communication Services | 1.81 | 2.02 |
Consumer Defensive | 1.15 | 1.94 |
Utilities | - | 2.52 |
Real Estate | - | 0.45 |
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