PGIM India Equity Savings Fund vs Edelweiss Equity Savings Fund compare
PGIM India Equity Savings Fund - Growth Option
Edelweiss Equity Savings Fund - Regular Plan - Growth Option
Chart Comparison
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 | ₹572 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 14 Feb 2025 | 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 | 1.6 |
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 | -0.24% | -0.84% |
6 Month | 0.06% | -1.09% |
1 Year | 5.83% | 8.74% |
3 Year | 6.32% | 9.58% |
5 Year | 8.64% | 10.82% |
SIP Return Analysis
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -0.21% | -1.03% |
1 Year | 2.56% | 2.56% |
3 Year | 6.27% | 9.85% |
5 Year | 7% | 9.59% |
Rolling Lumpsum Returns
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.48% | 8.68% |
3 Year | 7.33% | 8.78% |
5 Year | 7.5% | 8.77% |
Risk Management
Scheme Name | PGIM India Equity Savings Fund - Growth Option | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 2.237% | 4.089% |
Sharp | -0.182% | 0.716% |
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 | Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Name | Puneet Pal | Dhawal Dalal |
Total AUM | ₹20950 Cr | ₹25974 Cr |
Funds Managed | 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 | 31.03 | 34.35 |
Large Cap | 62.75 | 46.78 |
Mid Cap | 5.75 | 12.37 |
Small Cap | 0.46 | 6.5 |
Sector Allocation
Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
Edelweiss Equity Savings Fund - Regular Plan - Growth Option |
---|---|---|
Others | 30.87 | 31.74 |
Energy | 9.37 | 10.61 |
Industrials | 7.21 | 8.32 |
Healthcare | 1.32 | 3.58 |
Financial Services | 23.4 | 17.32 |
Technology | 2.58 | 3.67 |
Basic Materials | 16.21 | 8.54 |
Consumer Cyclical | 6.08 | 9.31 |
Communication Services | 1.81 | 2.02 |
Consumer Defensive | 1.15 | 1.94 |
Utilities | - | 2.52 |
Real Estate | - | 0.45 |
Top Comparisons
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns6.45%
Axis Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns6.22%
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.41%
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
3Y Returns6.22%
ITI Dynamic Bond Fund Regular - Growth
3Y Returns6.35%
HDFC Dynamic Debt Fund - Growth Option
3Y Returns6.26%
Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth
3Y Returns9.48%
Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth
3Y Returns17.33%