PGIM India Equity Savings Fund vs Edelweiss Equity Savings Fund compare

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tortoise-icon PGIM India Equity Savings Fund - Growth Option

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tortoise-icon Edelweiss Equity Savings Fund - Regular Plan - Growth Option

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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 Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Fund PGIM India Equity Savings Fund - Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹90 Cr ₹539 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Feb 2004 13 Oct 2014
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 69% 87%
Expense Ratio 1.32 1.59
Manager Puneet Pal Dhawal Dalal
ISIN Code INF223J01FB7 INF843K01KG9
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name PGIM India Equity Savings Fund - Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Month 0.5% 1.44%
6 Month 2.84% 4.43%
1 Year 7.68% 13.18%
3 Year 6.27% 9.72%
5 Year 7.09% 10.67%

SIP Return Analysis

Scheme Name PGIM India Equity Savings Fund - Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
6 Month - -
1 Year 6.51% 10.49%
3 Year 7.35% 11.93%
5 Year 7.91% 11.04%

Rolling Lumpsum Returns

Scheme Name PGIM India Equity Savings Fund - Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
1 Year 7.47% 8.56%
3 Year 7.35% 8.69%
5 Year 7.53% 8.49%

Risk Management

Scheme Name PGIM India Equity Savings Fund - Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Standard Deviation 2.06% 3.86%
Sharp -0.01% 0.63%
Beta 0.39% 0.23%
Alpha -1.3% 1.16%

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Fund Managers

Scheme Name PGIM India Equity Savings Fund - Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Name Puneet Pal Dhawal Dalal
Total AUM ₹20950 Cr ₹25974 Cr
Fund Manage 19 12
PGIM India Equity Savings Fund - Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

PGIM India Equity Savings Fund - Growth Option

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 32.37 35.98
Large Cap 61.17 43.95
Mid Cap 6.06 15.51
Small Cap 0.4 4.55

Sector Allocation

Scheme Name

PGIM India Equity Savings Fund - Growth Option

Edelweiss Equity Savings Fund - Regular Plan - Growth Option

Others 32.37 56.09
Petroleum Products 6.46 -
IT - Services 0.11 -
Cement & Cement Products 6.95 -
Personal Products 2.26 -
Construction 0.58 1.57
Ferrous Metals 11.63 -
Healthcare Services 0.31 -
Non - Ferrous Metals 0.32 -
Banks 12.08 -
IT - Software 2.06 -
Aerospace & Defense 0.15 -
Automobiles 1.15 -
Finance 8.45 -
Telecom - Services 1.4 -
Consumer Durables 4.45 -
Beverages 0.95 -
Food Products 0.16 -
Industrial Products 0.17 -
Pharmaceuticals & Biotechnology 0.66 -
Minerals & Mining 2.68 -
Transport Services 0.29 -
Chemicals & Petrochemicals 0.22 -
Transport Infrastructure 3.07 -
Retailing 0.31 -
Insurance 0.76 -
Financial - 8.36
Textiles - 0.17
Automobile - 2.04
Healthcare - 1.85
Services - 2.52
Metals & Mining - 0.38
Energy - 2.58
Materials - 0.9
Capital Goods - 0.67
Communication - 0.96
Sovereign - 15.22
Technology - 2.13
Consumer Staples - 1.65
Chemicals - 0.47
Unclassified - 2.43

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