PGIM India Equity Savings Fund vs Tata Equity Savings Fund compare

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tortoise-icon PGIM India Equity Savings Fund - Growth Option

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tortoise-icon Tata 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 Tata Equity Savings Fund -Regular Plan-Growth Option
Fund PGIM India Equity Savings Fund - Growth Option Tata Equity Savings Fund -Regular Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹90 Cr ₹216 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Feb 2004 18 Aug 2003
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 69% 59.93%
Expense Ratio 1.32 1.13
Manager Puneet Pal Sailesh Jain
ISIN Code INF223J01FB7 INF277K01907
Exits Load Data not available./365 Tata Equity Savings Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name PGIM India Equity Savings Fund - Growth Option Tata Equity Savings Fund -Regular Plan-Growth Option
1 Month -0.32% -0.47%
6 Month 1.56% 1.64%
1 Year 6.49% 9.9%
3 Year 5.95% 8.39%
5 Year 7.12% 9.03%

SIP Return Analysis

Scheme Name PGIM India Equity Savings Fund - Growth Option Tata Equity Savings Fund -Regular Plan-Growth Option
6 Month - -
1 Year 5.23% 7.41%
3 Year 6.95% 10.46%
5 Year 7.6% 9.96%

Rolling Lumpsum Returns

Scheme Name PGIM India Equity Savings Fund - Growth Option Tata Equity Savings Fund -Regular Plan-Growth Option
1 Year 7.47% 6.98%
3 Year 7.35% 7.02%
5 Year 7.53% 6.87%

Risk Management

Scheme Name PGIM India Equity Savings Fund - Growth Option Tata Equity Savings Fund -Regular Plan-Growth Option
Standard Deviation 2.06% 3.99%
Sharp -0.01% 0.72%
Beta 0.39% 0.82%
Alpha -1.3% 0.33%

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Fund Managers

Scheme Name PGIM India Equity Savings Fund - Growth Option Tata Equity Savings Fund -Regular Plan-Growth Option
Name Puneet Pal Sailesh Jain
Total AUM ₹20950 Cr ₹17041 Cr
Fund Manage 19 7
PGIM India Equity Savings Fund - Growth Option Tata Equity Savings Fund -Regular Plan-Growth Option

Market Cap

Scheme Name

PGIM India Equity Savings Fund - Growth Option

Tata Equity Savings Fund -Regular Plan-Growth Option

Others 32.37 30.31
Large Cap 61.17 14.56
Mid Cap 6.06 4.11
Small Cap 0.4 1.34

Sector Allocation

Scheme Name

PGIM India Equity Savings Fund - Growth Option

Tata Equity Savings Fund -Regular Plan-Growth Option

Others 32.37 30.31
Petroleum Products 6.46 1.75
IT - Services 0.11 -
Cement & Cement Products 6.95 0.49
Personal Products 2.26 -
Construction 0.58 0.85
Ferrous Metals 11.63 0.2
Healthcare Services 0.31 -
Non - Ferrous Metals 0.32 -
Banks 12.08 5.18
IT - Software 2.06 2.76
Aerospace & Defense 0.15 -
Automobiles 1.15 0.3
Finance 8.45 0.92
Telecom - Services 1.4 0.85
Consumer Durables 4.45 0.7
Beverages 0.95 -
Food Products 0.16 -
Industrial Products 0.17 0.44
Pharmaceuticals & Biotechnology 0.66 1.32
Minerals & Mining 2.68 -
Transport Services 0.29 0.41
Chemicals & Petrochemicals 0.22 -
Transport Infrastructure 3.07 -0.03
Retailing 0.31 -
Insurance 0.76 -0.01
Electrical Equipment - 0.36
Diversified FMCG - 0.67
Agricultural, Commercial & Construction Vehicles - 0.45
Auto Components - 0.56
Financial Technology (Fintech) - 0.34
Industrial Manufacturing - 0.46
Power - 1.04

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