Link copied to clipboard!

PGIM India Equity Savings Fund - Growth Option

Invest Now

Mirae Asset Equity Savings Fund- Regular Plan- Growth

Invest Now

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)	₹69 Cr	₹1732 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹1000	₹99
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	0.41%	0.15%
6 Month	2.66%	3.6%
1 Year	5.48%	6.87%
3 Year	7.14%	10.89%
5 Year	7.71%	10.82%

SIP Return Analysis

Scheme Name	PGIM India Equity Savings Fund - Growth Option	Mirae Asset Equity Savings Fund- Regular Plan- Growth
6 Month	1.44%	1.85%
1 Year	6.65%	10.55%
3 Year	6.92%	10.63%
5 Year	6.77%	10.24%

Rolling Lumpsum Returns

Scheme Name	PGIM India Equity Savings Fund - Growth Option	Mirae Asset Equity Savings Fund- Regular Plan- Growth
1 Year	7.27%	10.5%
3 Year	7.3%	11.12%
5 Year	7.59%	12.01%

Risk Management

Scheme Name	PGIM India Equity Savings Fund - Growth Option	Mirae Asset Equity Savings Fund- Regular Plan- Growth
Standard Deviation	2.15%	5.43%
Sharp	0.20%	0.74%
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	34.06	36.73
Large Cap	58.85	49.77
Mid Cap	6.64	7.2
Small Cap	0.45	6.3

Sector Allocation

Scheme Name	PGIM India Equity Savings Fund - Growth Option	Mirae Asset Equity Savings Fund- Regular Plan- Growth
Others	26.3	34.03
Energy	9.88	3.26
Industrials	7.65	5.71
Healthcare	1.45	5.56
Financial Services	22.48	21.81
Technology	2.04	4.83
Basic Materials	20	6.96
Consumer Cyclical	7.09	8.05
Consumer Defensive	1.1	3.13
Communication Services	2.01	1.99
Utilities	-	3.49
Real Estate	-	1.18

Top Comparisons

ITI Balanced Advantage Fund Regular - Growth

3Y Returns11.15%

VS

UTI Balanced Advantage Fund - Regular (G)

3Y Returns0%

Compare Now

Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option

3Y Returns20.04%

VS

Canara Robeco Large and Mid Cap Fund - Regular Plan - Growth Option

3Y Returns15.08%

Compare Now

Sundaram Short Duration Fund Regular Growth

3Y Returns7.33%

VS

HSBC Short Duration Fund - Regular Growth

3Y Returns7.26%

Compare Now

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

3Y Returns18.59%

VS

DSP Quant Fund - Regular Plan - Growth

3Y Returns11.06%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully