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PGIM India Equity Savings Fund - Growth Option
Tata Equity Savings Fund -Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Fund | PGIM India Equity Savings Fund - Growth Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹67 Cr | ₹278 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Feb 2025 | 18 Aug 2003 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 69% | 59.93% |
| Expense Ratio | 1.32 | 1.13 |
| Manager | Puneet Pal | Sailesh Jain |
| ISIN Code | INF223J01FB7 | INF277K01907 |
| Exits Load | Data not available./365 | Tata Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -0.75% | -0.65% |
| 6 Month | 1.2% | 1.67% |
| 1 Year | 5.4% | 6.39% |
| 3 Year | 6.73% | 9.68% |
| 5 Year | 6.99% | 8.35% |
SIP Return Analysis
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 0.09% | 0.44% |
| 1 Year | 3.37% | 4.44% |
| 3 Year | 5.9% | 8.12% |
| 5 Year | 6.22% | 8.4% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 7.24% | 7% |
| 3 Year | 7.29% | 7.16% |
| 5 Year | 7.59% | 6.98% |
Risk Management
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 2.06% | 3.99% |
| Sharp | 0.58% | 1.18% |
| Beta | 0.5% | 0.79% |
| Alpha | -0.78% | 0.79% |
Fund Managers
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Name | Puneet Pal | Sailesh Jain |
| Total AUM | ₹20950 Cr | ₹17041 Cr |
| Funds Managed | 19 | 7 |
| PGIM India Equity Savings Fund - Growth Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
Market Cap
| Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 34.37 | 32.91 |
| Large Cap | 57.96 | 59.84 |
| Mid Cap | 7.18 | 6.5 |
| Small Cap | 0.5 | 0.75 |
Sector Allocation
| Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 24.49 | 31.89 |
| Energy | 9.74 | 4.9 |
| Industrials | 7.56 | 10.31 |
| Healthcare | 1.55 | 4.06 |
| Financial Services | 23.11 | 29.36 |
| Technology | 2.09 | 2.2 |
| Basic Materials | 20.5 | 4.14 |
| Consumer Cyclical | 7.7 | 1.68 |
| Consumer Defensive | 1.16 | 0.65 |
| Communication Services | 2.11 | 6.41 |
| Utilities | - | 4.4 |
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