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) | ₹71 Cr | ₹1670 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 | 0.71% | 0.65% |
6 Month | 3.44% | 5.78% |
1 Year | 5.97% | 6.6% |
3 Year | 7.42% | 11.57% |
5 Year | 8.59% | 12% |
SIP Return Analysis
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
6 Month | 1.63% | 1.89% |
1 Year | 7.15% | 10.35% |
3 Year | 7.28% | 11.03% |
5 Year | 7.06% | 10.53% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
1 Year | 7.32% | 10.79% |
3 Year | 7.31% | 11.06% |
5 Year | 7.57% | 12.06% |
Risk Management
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Standard Deviation | 2.16% | 5.43% |
Sharp | 0.17% | 0.78% |
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 | 38.43 | 35.9 |
Large Cap | 54.54 | 50.05 |
Mid Cap | 6.58 | 7.18 |
Small Cap | 0.44 | 6.87 |
Sector Allocation
Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
Mirae Asset Equity Savings Fund- Regular Plan- Growth |
---|---|---|
Others | 28.66 | 33.76 |
Energy | 8.82 | 3.9 |
Industrials | 7.06 | 6.02 |
Healthcare | 1.38 | 5.55 |
Financial Services | 23.87 | 20.53 |
Technology | 1.75 | 4.27 |
Basic Materials | 19 | 6.79 |
Consumer Cyclical | 6.65 | 8.88 |
Consumer Defensive | 1.02 | 3.19 |
Communication Services | 1.79 | 2.19 |
Utilities | - | 3.79 |
Real Estate | - | 1.12 |
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