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 Savings 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 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 ₹1020 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Feb 2004 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 2.24
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 0.77% 0.89%
6 Month 2.88% 3.97%
1 Year 7.71% 11.35%
3 Year 6.23% 8.44%
5 Year 7.11% 9.82%

SIP Return Analysis

Scheme Name PGIM India Equity Savings Fund - Growth Option Axis Equity Savings Fund - Regular Plan - Growth
6 Month - -
1 Year 6.51% 8.56%
3 Year 7.35% 11.55%
5 Year 7.91% 10.86%

Rolling Lumpsum Returns

Scheme Name PGIM India Equity Savings Fund - Growth Option Axis Equity Savings Fund - Regular Plan - Growth
1 Year 7.47% 8.75%
3 Year 7.35% 8.73%
5 Year 7.53% 8.82%

Risk Management

Scheme Name PGIM India Equity Savings Fund - Growth Option Axis Equity Savings 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 Savings 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 Savings Fund - Regular Plan - Growth

Market Cap

Scheme Name

PGIM India Equity Savings Fund - Growth Option

Axis Equity Savings Fund - Regular Plan - Growth

Others 32.37 1.73
Large Cap 61.17 55.47
Mid Cap 6.06 5.48
Small Cap 0.4 6.58

Sector Allocation

Scheme Name

PGIM India Equity Savings Fund - Growth Option

Axis Equity Savings Fund - Regular Plan - Growth

Others 32.37 1.73
Petroleum Products 6.46 8.16
IT - Services 0.11 -
Cement & Cement Products 6.95 1.52
Personal Products 2.26 0.38
Construction 0.58 3.6
Ferrous Metals 11.63 2.53
Healthcare Services 0.31 0.94
Non - Ferrous Metals 0.32 1.16
Banks 12.08 15.89
IT - Software 2.06 6.28
Aerospace & Defense 0.15 0.13
Automobiles 1.15 2.23
Finance 8.45 2.56
Telecom - Services 1.4 2.41
Consumer Durables 4.45 1.23
Beverages 0.95 0.86
Food Products 0.16 0.47
Industrial Products 0.17 0.16
Pharmaceuticals & Biotechnology 0.66 4.21
Minerals & Mining 2.68 -
Transport Services 0.29 -
Chemicals & Petrochemicals 0.22 0.17
Transport Infrastructure 3.07 -
Retailing 0.31 0.9
Insurance 0.76 1.57
Electrical Equipment - 0.35
Auto Components - 2.05
Capital Markets - 0.01
Diversified FMCG - 2.63
Commercial Services & Supplies - 0.87
Diversified Metals - 0.63
Oil - 0.26
Power - 1.82
Realty - 0.82
Leisure Services - 0.03
Consumable Fuels - 0.22
Fertilizers & Agrochemicals - 0.19
Industrial Manufacturing - 0.29

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