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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) | ₹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 | 0.53% | 0.8% |
| 6 Month | 2.49% | 2.91% |
| 1 Year | 6.4% | 8.27% |
| 3 Year | 7.57% | 11.77% |
| 5 Year | 9.56% | 11.26% |
SIP Return Analysis
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.52% | 3.03% |
| 1 Year | 6.69% | 7.72% |
| 3 Year | 7.49% | 11.2% |
| 5 Year | 7.4% | 10.25% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.4% | 8.74% |
| 3 Year | 7.31% | 8.85% |
| 5 Year | 7.53% | 8.96% |
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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