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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) | ₹73 Cr | ₹266 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 | 0.73% | 0.73% |
| 6 Month | 4.89% | 5.49% |
| 1 Year | 4.94% | 5.41% |
| 3 Year | 7.26% | 9.95% |
| 5 Year | 8.52% | 10% |
SIP Return Analysis
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.5% | 1.49% |
| 1 Year | 6.52% | 6.82% |
| 3 Year | 7.14% | 9.63% |
| 5 Year | 7% | 9.08% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 7.35% | 7.1% |
| 3 Year | 7.32% | 7.1% |
| 5 Year | 7.55% | 6.94% |
Risk Management
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 2.20% | 3.69% |
| Sharp | 0.10% | 0.72% |
| 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 | 40.82 | 35.76 |
| Large Cap | 52.62 | 58.08 |
| Mid Cap | 6.12 | 5.4 |
| Small Cap | 0.44 | 0.76 |
Sector Allocation
| Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 32.41 | 35 |
| Energy | 8.6 | 4.44 |
| Industrials | 6.62 | 9.72 |
| Healthcare | 1.39 | 2.98 |
| Financial Services | 22.17 | 22.29 |
| Technology | 1.83 | 3.75 |
| Basic Materials | 17.65 | 4.36 |
| Consumer Cyclical | 6.52 | 1.63 |
| Consumer Defensive | 1.04 | 5.16 |
| Communication Services | 1.76 | 6.02 |
| Utilities | - | 4.64 |
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