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) | ₹72 Cr | ₹1442 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 | 0.91% | 1.82% |
6 Month | 3.42% | 4.75% |
1 Year | 6.37% | 8.65% |
3 Year | 7.79% | 13.07% |
5 Year | 9.32% | 13.49% |
SIP Return Analysis
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
6 Month | 2.9% | 5.87% |
1 Year | 7.76% | 11.9% |
3 Year | 7.87% | 12.67% |
5 Year | 7.63% | 11.62% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Year | 7.4% | 11.15% |
3 Year | 7.31% | 10.98% |
5 Year | 7.53% | 11.87% |
Risk Management
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Standard Deviation | 2.31% | 5.89% |
Sharp | 0.21% | 0.83% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 29.96 | 32.98 |
Large Cap | 63.31 | 53.25 |
Mid Cap | 6.31 | 6.12 |
Small Cap | 0.43 | 7.65 |
Sector Allocation
Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 29.96 | 31.78 |
Energy | 9.46 | 4.56 |
Industrials | 7.18 | 7.68 |
Healthcare | 1.39 | 5.17 |
Financial Services | 23.07 | 21.22 |
Technology | 2.03 | 5.19 |
Basic Materials | 18.02 | 6.16 |
Consumer Cyclical | 6.09 | 7.74 |
Consumer Defensive | 1.07 | 2.71 |
Communication Services | 1.74 | 2.34 |
Utilities | - | 4.02 |
Real Estate | - | 1.45 |
Top Comparisons
SBI Magnum Low Duration Fund - Regular Plan - Growth
3Y Returns7.02%
Tata Treasury Advantage Fund - Regular Plan - Growth Option
3Y Returns7.09%
Kotak Banking and PSU Debt - Growth
3Y Returns7.76%
Sundaram Banking and PSU Fund - Regular Plan - Growth
3Y Returns7.58%
SBI Dynamic Bond Fund - Regular Plan - Growth
3Y Returns7.92%
Axis Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns8.17%
Franklin India Opportunities Fund - Growth
3Y Returns35.13%
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns22.1%