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PGIM India Equity Savings Fund vs SBI Equity Savings Fund compare
SBI Equity Savings Fund - Regular Plan - Growth
PGIM India Equity Savings Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Fund | SBI Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Low to Moderate |
| Asset Size (Cr) | ₹5705 Cr | ₹90 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 May 2015 | 14 Feb 2025 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 39% | 69% |
| Expense Ratio | 1.42 | 1.32 |
| Manager | Pradeep Kesavan | Puneet Pal |
| ISIN Code | INF200KA1DA4 | INF223J01FB7 |
| Exits Load | SBI Equity Savings Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 15 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 1 Month | 4.11% | 2.13% |
| 6 Month | -0.63% | 2.45% |
| 1 Year | 8.22% | 7.2% |
| 3 Year | 9.68% | 6.5% |
| 5 Year | 13.36% | 9.93% |
SIP Return Analysis
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 6 Month | 1.44% | 1.99% |
| 1 Year | 4.01% | 6.06% |
| 3 Year | 10.8% | 7.42% |
| 5 Year | 10.64% | 7.57% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 1 Year | 9.28% | 7.48% |
| 3 Year | 9.03% | 7.33% |
| 5 Year | 8.69% | 7.5% |
Risk Management
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Standard Deviation | 4.73% | 2.237% |
| Sharp | 0.33% | -0.182% |
| Beta | 0.91% | - |
| Alpha | 0.71% | - |
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Fund Managers
| Scheme Name | SBI Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Name | Pradeep Kesavan | Puneet Pal |
| Total AUM | ₹434274 Cr | ₹20950 Cr |
| Funds Managed | 43 | 19 |
| SBI Equity Savings Fund - Regular Plan - Growth | PGIM India Equity Savings Fund - Growth Option |
Market Cap
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Others | 34.27 | 31.03 |
| Large Cap | 42.02 | 62.75 |
| Small Cap | 16.55 | 0.46 |
| Mid Cap | 7.16 | 5.75 |
Sector Allocation
| Scheme Name |
SBI Equity Savings Fund - Regular Plan - Growth |
PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Others | 33.39 | 30.87 |
| Communication Services | 1.48 | 1.81 |
| Energy | 4.29 | 9.37 |
| Industrials | 6.66 | 7.21 |
| Technology | 1.6 | 2.58 |
| Consumer Cyclical | 12.41 | 6.08 |
| Healthcare | 3.39 | 1.32 |
| Basic Materials | 7.46 | 16.21 |
| Consumer Defensive | 0.13 | 1.15 |
| Financial Services | 27.03 | 23.4 |
| Utilities | 1.36 | - |
| Real Estate | 0.8 | - |
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