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tortoise-icon PGIM India Equity Savings Fund - Growth Option

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tortoise-icon Mirae Asset Equity Savings Fund- Regular Plan- Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

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