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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) | ₹69 Cr | ₹272 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 | 0.56% | 0.68% |
| 6 Month | 2.27% | 2.49% |
| 1 Year | 5.23% | 5.51% |
| 3 Year | 7.06% | 9.64% |
| 5 Year | 7.67% | 8.96% |
SIP Return Analysis
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.61% | 1.95% |
| 1 Year | 6.89% | 8.01% |
| 3 Year | 7.04% | 9.41% |
| 5 Year | 6.84% | 9.02% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 7.27% | 7.02% |
| 3 Year | 7.3% | 7.15% |
| 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 | 34.06 | 32.38 |
| Large Cap | 58.85 | 60.4 |
| Mid Cap | 6.64 | 6.41 |
| Small Cap | 0.45 | 0.82 |
Sector Allocation
| Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 26.3 | 31.5 |
| Energy | 9.88 | 4.75 |
| Industrials | 7.65 | 10.48 |
| Healthcare | 1.45 | 3.98 |
| Financial Services | 22.48 | 23.89 |
| Technology | 2.04 | 3.78 |
| Basic Materials | 20 | 4.27 |
| Consumer Cyclical | 7.09 | 1.62 |
| Consumer Defensive | 1.1 | 4.69 |
| Communication Services | 2.01 | 6.39 |
| Utilities | - | 4.65 |
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