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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) | ₹72 Cr | ₹265 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 | 0.91% | 1.03% |
| 6 Month | 3.56% | 3.92% |
| 1 Year | 6.22% | 6.32% |
| 3 Year | 7.79% | 10.92% |
| 5 Year | 9.27% | 10.7% |
SIP Return Analysis
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 2.72% | 3.24% |
| 1 Year | 7.58% | 8.56% |
| 3 Year | 7.69% | 10.67% |
| 5 Year | 7.49% | 9.76% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 7.4% | 7.11% |
| 3 Year | 7.31% | 7.08% |
| 5 Year | 7.53% | 6.92% |
Risk Management
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 2.31% | 3.93% |
| Sharp | 0.21% | 0.84% |
| Beta | - | - |
| Alpha | - | - |
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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 | 29.96 | 33.5 |
| Large Cap | 63.31 | 58.62 |
| Mid Cap | 6.31 | 7.06 |
| Small Cap | 0.43 | 0.82 |
Sector Allocation
| Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 29.96 | 32.9 |
| Energy | 9.46 | 4.5 |
| Industrials | 7.18 | 10.71 |
| Healthcare | 1.39 | 3.64 |
| Financial Services | 23.07 | 22.14 |
| Technology | 2.03 | 5.07 |
| Basic Materials | 18.02 | 4.4 |
| Consumer Cyclical | 6.09 | 1.56 |
| Consumer Defensive | 1.07 | 4.6 |
| Communication Services | 1.74 | 5.93 |
| Utilities | - | 4.54 |
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