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) | ₹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 | 0.04% | -0.09% |
| 6 Month | 2.38% | 3.33% |
| 1 Year | 5.37% | 7.08% |
| 3 Year | 7.04% | 10.91% |
| 5 Year | 7.47% | 10.62% |
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 | 7.25% | 10.44% |
| 3 Year | 7.29% | 11.11% |
| 5 Year | 7.59% | 11.99% |
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 | 32.59 | 37.67 |
| Large Cap | 60.08 | 49.14 |
| Mid Cap | 6.85 | 7.06 |
| Small Cap | 0.48 | 6.13 |
Sector Allocation
| Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
|---|---|---|
| Others | 24.69 | 35 |
| Energy | 9.71 | 3.52 |
| Industrials | 8.17 | 5.64 |
| Healthcare | 1.6 | 5.51 |
| Financial Services | 23.47 | 21.69 |
| Technology | 2.13 | 4.93 |
| Basic Materials | 19.48 | 6.56 |
| Consumer Cyclical | 7.5 | 8 |
| Consumer Defensive | 1.14 | 2.95 |
| Communication Services | 2.1 | 1.98 |
| Utilities | - | 3.18 |
| Real Estate | - | 1.04 |
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