PGIM India Equity Savings Fund vs Axis Equity Saver Fund compare
PGIM India Equity Savings Fund - Growth Option
Axis Equity Savings Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Fund | PGIM India Equity Savings Fund - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderately High |
Asset Size (Cr) | ₹90 Cr | ₹968 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 14 Feb 2025 | 14 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 | 1.32 | 2.26 |
Manager | Puneet Pal | Hardik Shah |
ISIN Code | INF223J01FB7 | INF846K01VO3 |
Exits Load | Data not available./365 | Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.71% | 2.84% |
6 Month | 1.08% | -2.42% |
1 Year | 6.44% | 6.74% |
3 Year | 6.42% | 8.58% |
5 Year | 10.13% | 12.25% |
SIP Return Analysis
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.28% | -0.44% |
1 Year | 4.77% | 1.66% |
3 Year | 7.04% | 9.77% |
5 Year | 7.44% | 9.5% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.48% | 8.85% |
3 Year | 7.33% | 8.69% |
5 Year | 7.5% | 8.9% |
Risk Management
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 2.237% | 5.953% |
Sharp | -0.182% | 0.249% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Name | Puneet Pal | Hardik Shah |
Total AUM | ₹20950 Cr | ₹0 Cr |
Funds Managed | 19 | 12 |
PGIM India Equity Savings Fund - Growth Option | Axis Equity Savings Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 31.03 | 31.59 |
Large Cap | 62.75 | 54.98 |
Mid Cap | 5.75 | 6.77 |
Small Cap | 0.46 | 6.67 |
Sector Allocation
Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
Axis Equity Savings Fund - Regular Plan - Growth |
---|---|---|
Others | 30.87 | 30.3 |
Energy | 9.37 | 9.33 |
Industrials | 7.21 | 6.57 |
Healthcare | 1.32 | 5.21 |
Financial Services | 23.4 | 21.62 |
Technology | 2.58 | 6.7 |
Basic Materials | 16.21 | 6.07 |
Consumer Cyclical | 6.08 | 5.6 |
Communication Services | 1.81 | 2.59 |
Consumer Defensive | 1.15 | 3.73 |
Utilities | - | 1.53 |
Real Estate | - | 0.76 |
Top Comparisons
ICICI Prudential Gilt Fund - Growth
3Y Returns7.7%
BANDHAN Government Securities Fund - IP - Regular Plan - Growth
3Y Returns6.78%
Kotak Silver ETF Fund of Fund - Regular Plan - Growth Option
3Y Returns0%
HDFC Silver ETF Fund of Fund - Growth Option
3Y Returns0%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns4.34%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns11.25%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns15.15%
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns19.37%