PGIM India Equity Savings Fund vs Axis Equity Saver Fund compare

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tortoise-icon PGIM India Equity Savings Fund - Growth Option

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tortoise-icon Axis Equity Saver Fund - Regular Plan - Growth

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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 Axis Equity Saver Fund - Regular Plan - Growth
Fund PGIM India Equity Savings Fund - Growth Option Axis Equity Saver Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderately High
Asset Size (Cr) ₹93 Cr ₹938 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 29 Jan 2004 01 Aug 2015
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 69% 34.8%
Expense Ratio 1.31 2.28
Manager Puneet Pal Hardik Shah
ISIN Code INF223J01FB7 INF846K01VO3
Exits Load Nil/365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 months./365

Trailing Lumpsum Returns

Scheme Name PGIM India Equity Savings Fund - Growth Option Axis Equity Saver Fund - Regular Plan - Growth
1 Month 0.69% 1.46%
6 Month 5.07% 8.45%
1 Year 9.93% 19.38%
3 Year 6.75% 9.09%
5 Year 8.04% 10.82%

SIP Return Analysis

Scheme Name PGIM India Equity Savings Fund - Growth Option Axis Equity Saver Fund - Regular Plan - Growth
6 Month - -
1 Year 4.33% 7.28%
3 Year 11.13% 17.31%
5 Year 21.77% 30.32%

Rolling Lumpsum Returns

Scheme Name PGIM India Equity Savings Fund - Growth Option Axis Equity Saver Fund - Regular Plan - Growth
1 Year 7.8% 10.3%
3 Year 18.12% 24.26%
5 Year 22.84% 32.86%

Risk Management

Scheme Name PGIM India Equity Savings Fund - Growth Option Axis Equity Saver Fund - Regular Plan - Growth
Standard Deviation 2.06% 5.7%
Sharp -0.01% 0.52%
Beta 0.39% 1.14%
Alpha -1.3% -0.71%

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Fund Managers

Scheme Name PGIM India Equity Savings Fund - Growth Option Axis Equity Saver Fund - Regular Plan - Growth
Name Puneet Pal Hardik Shah
Total AUM ₹20950 Cr ₹0 Cr
Fund Manage 19 12
PGIM India Equity Savings Fund - Growth Option Axis Equity Saver Fund - Regular Plan - Growth

Market Cap

Scheme Name

PGIM India Equity Savings Fund - Growth Option

Axis Equity Saver Fund - Regular Plan - Growth

Others 28.7 32.04
Large Cap 63.87 52.98
Mid Cap 7 5.52
Small Cap 0.43 4.15

Sector Allocation

Scheme Name

PGIM India Equity Savings Fund - Growth Option

Axis Equity Saver Fund - Regular Plan - Growth

Others 63.25 33.79
Healthcare 1.2 1.64
Materials 0.72 0.93
Financial 9.83 22.52
Capital Goods 0.81 1.65
Consumer Staples 0.79 1.47
Communication 0.86 5.02
Services 1.05 0.11
Metals & Mining -0.089999999999999 -0.029999999999999
Technology 1.54 3.93
Sovereign 15.5 11.81
Energy 1.46 5.57
Construction 0.57 2.35
Automobile 1.42 2.93
Consumer Discretionary 0.31 0.18
Diversified 0.26 -
Insurance 0.52 0.83
Chemicals - -0.0099999999999999

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