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PGIM India Equity Savings Fund - Growth Option

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Tata Equity Savings Fund -Regular Plan-Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	₹277 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	0.39%	0.39%
6 Month	2.58%	2.96%
1 Year	6.1%	6.53%
3 Year	7.26%	10.17%
5 Year	7.53%	8.9%

SIP Return Analysis

Scheme Name	PGIM India Equity Savings Fund - Growth Option	Tata Equity Savings Fund -Regular Plan-Growth Option
6 Month	1.06%	1.31%
1 Year	5.8%	6.72%
3 Year	6.76%	9.08%
5 Year	6.73%	8.89%

Rolling Lumpsum Returns

Scheme Name	PGIM India Equity Savings Fund - Growth Option	Tata Equity Savings Fund -Regular Plan-Growth Option
1 Year	7.25%	7.01%
3 Year	7.29%	7.16%
5 Year	7.59%	6.97%

Risk Management

Scheme Name	PGIM India Equity Savings Fund - Growth Option	Tata Equity Savings Fund -Regular Plan-Growth Option
Standard Deviation	2.15%	3.52%
Sharp	0.20%	0.79%
Beta	-	-
Alpha	-	-

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	32.59	32.38
Large Cap	60.08	60.4
Mid Cap	6.85	6.41
Small Cap	0.48	0.82

Sector Allocation

Scheme Name	PGIM India Equity Savings Fund - Growth Option	Tata Equity Savings Fund -Regular Plan-Growth Option
Others	24.69	31.5
Energy	9.71	4.75
Industrials	8.17	10.48
Healthcare	1.6	3.98
Financial Services	23.47	23.89
Technology	2.13	3.78
Basic Materials	19.48	4.27
Consumer Cyclical	7.5	1.62
Consumer Defensive	1.14	4.69
Communication Services	2.1	6.39
Utilities	-	4.65

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