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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) | ₹67 Cr | ₹1106 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 | 0.39% | 0.72% |
| 6 Month | 2.58% | 4.78% |
| 1 Year | 6.1% | 8.64% |
| 3 Year | 7.26% | 11.78% |
| 5 Year | 7.53% | 9.91% |
SIP Return Analysis
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.06% | 1.56% |
| 1 Year | 5.8% | 9.34% |
| 3 Year | 6.76% | 10.82% |
| 5 Year | 6.73% | 10.2% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.25% | 8.62% |
| 3 Year | 7.29% | 9.02% |
| 5 Year | 7.59% | 9.16% |
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 | 0.20% | 1.08% |
| 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 | 32.59 | 36.42 |
| Large Cap | 60.08 | 41.23 |
| Mid Cap | 6.85 | 16.8 |
| Small Cap | 0.48 | 5.55 |
Sector Allocation
| Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 24.69 | 33.08 |
| Energy | 9.71 | 6.16 |
| Industrials | 8.17 | 4.56 |
| Healthcare | 1.6 | 3.43 |
| Financial Services | 23.47 | 21.93 |
| Technology | 2.13 | 4.83 |
| Basic Materials | 19.48 | 10.77 |
| Consumer Cyclical | 7.5 | 5.42 |
| Consumer Defensive | 1.14 | 1.71 |
| Communication Services | 2.1 | 5.86 |
| Utilities | - | 1.42 |
| Real Estate | - | 0.84 |
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Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
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