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 | 0.48% | -0.2% |
6 Month | 4.3% | 7.61% |
1 Year | 5.57% | 6.06% |
3 Year | 7.09% | 10.84% |
5 Year | 8.8% | 12.23% |
SIP Return Analysis
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
6 Month | 1.59% | 2.44% |
1 Year | 6% | 7.87% |
3 Year | 7.11% | 10.82% |
5 Year | 7.04% | 10.44% |
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 | 2.17% | 5.46% |
Sharp | 0.26% | 0.81% |
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
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns13.18%
Axis Nifty 100 Index Fund - Regular Plan - Growth Option
3Y Returns12.53%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns19.02%
Quant BFSI Fund Regular - Growth
3Y Returns0%
Invesco India Largecap Fund - Growth
3Y Returns16.31%
Mirae Asset Large Cap Fund - Growth Plan
3Y Returns12.81%
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan
3Y Returns13.25%
Motilal Oswal Asset Allocation FOF- C- Regular Growth
3Y Returns12.45%