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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) | ₹69 Cr | ₹1028 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 | 0.81% | 0.96% |
| 6 Month | 2.85% | 5.4% |
| 1 Year | 6.57% | 10.17% |
| 3 Year | 7.2% | 11.28% |
| 5 Year | 8.14% | 10.52% |
SIP Return Analysis
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.49% | 2.37% |
| 1 Year | 6.76% | 10.79% |
| 3 Year | 7.06% | 11.24% |
| 5 Year | 6.88% | 10.34% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.28% | 8.62% |
| 3 Year | 7.31% | 8.98% |
| 5 Year | 7.59% | 9.13% |
Risk Management
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 2.15% | 3.62% |
| Sharp | 0.16% | 1.19% |
| 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 | 38.43 | 39.96 |
| Large Cap | 54.54 | 38.37 |
| Mid Cap | 6.58 | 15.73 |
| Small Cap | 0.44 | 5.95 |
Sector Allocation
| Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 28.66 | 33.74 |
| Energy | 8.82 | 6.58 |
| Industrials | 7.06 | 5.32 |
| Healthcare | 1.38 | 4.23 |
| Financial Services | 23.87 | 20.47 |
| Technology | 1.75 | 3.57 |
| Basic Materials | 19 | 11.22 |
| Consumer Cyclical | 6.65 | 5.08 |
| Consumer Defensive | 1.02 | 1.57 |
| Communication Services | 1.79 | 4.96 |
| Utilities | - | 1.98 |
| Real Estate | - | 1.31 |
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