PGIM India Equity Savings Fund - Growth Option
Mirae Asset Equity Savings Fund- Regular Plan- Growth
Chart Comparison
Overview
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Fund | PGIM India Equity Savings Fund - Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderately High |
Asset Size (Cr) | ₹73 Cr | ₹1574 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 14 Feb 2025 | 17 Dec 2018 |
Category | Equity Savings | Equity Savings |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Equity Savings TRI | Nifty Equity Savings Index |
Turn Over | 69% | 620% |
Expense Ratio | 1.32 | 1.32 |
Manager | Puneet Pal | Mahendra Kumar Jajoo |
ISIN Code | INF223J01FB7 | INF769K01EI5 |
Exits Load | Data not available./365 | Mirae Asset Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Month | 0.55% | 1% |
6 Month | 4.76% | 9.03% |
1 Year | 4.81% | 4.99% |
3 Year | 7.07% | 10.63% |
5 Year | 8.55% | 12% |
SIP Return Analysis
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
6 Month | 1.5% | 2.35% |
1 Year | 6.52% | 9.8% |
3 Year | 7.14% | 11.07% |
5 Year | 7% | 10.52% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Year | 7.35% | 10.94% |
3 Year | 7.32% | 11.12% |
5 Year | 7.55% | 12.01% |
Risk Management
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Standard Deviation | 2.20% | 5.53% |
Sharp | 0.10% | 0.65% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Name | Puneet Pal | Mahendra Kumar Jajoo |
Total AUM | ₹20950 Cr | ₹8876 Cr |
Funds Managed | 19 | 4 |
PGIM India Equity Savings Fund - Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
Market Cap
Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 40.19 | 35.48 |
Large Cap | 53.16 | 50.69 |
Mid Cap | 6.21 | 6.61 |
Small Cap | 0.45 | 7.22 |
Sector Allocation
Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 31.84 | 33.46 |
Energy | 8.7 | 4 |
Industrials | 6.75 | 6.44 |
Healthcare | 1.45 | 5.1 |
Financial Services | 22.61 | 21.98 |
Technology | 1.78 | 4.62 |
Basic Materials | 18.06 | 6.51 |
Consumer Cyclical | 5.95 | 7.89 |
Consumer Defensive | 1.08 | 2.73 |
Communication Services | 1.76 | 1.99 |
Utilities | - | 4.03 |
Real Estate | - | 1.25 |
Top Comparisons
BANDHAN Dynamic Bond Fund - Regular Plan B - Growth
3Y Returns6.62%
360 ONE Dynamic Bond Fund Regular-Growth
3Y Returns7.95%
Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan
3Y Returns7.67%
Mirae Asset Corporate Bond Fund Regular Growth
3Y Returns7.08%
BANDHAN Arbitrage Fund - Regular Plan - Growth
3Y Returns6.93%
LIC MF Arbitrage Fund Regular - Growth
3Y Returns6.58%
ICICI Prudential Technology Fund - Growth
3Y Returns13.59%
HDFC Technology Fund - Regular (G)
3Y Returns0%