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PGIM India Equity Savings Fund vs Tata Equity Savings Fund compare
PGIM India Equity Savings Fund - Growth Option
Tata Equity Savings Fund -Regular Plan-Growth Option
Chart Comparison
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 | Low to Moderate |
| Asset Size (Cr) | ₹90 Cr | ₹250 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Feb 2025 | 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 | 1.75% | 2.23% |
| 6 Month | 3.37% | 3.51% |
| 1 Year | 7.56% | 9.8% |
| 3 Year | 7.47% | 10.53% |
| 5 Year | 9.88% | 11.5% |
SIP Return Analysis
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 1.84% | 1.88% |
| 1 Year | 5.66% | 5.82% |
| 3 Year | 7.22% | 10.16% |
| 5 Year | 7.32% | 9.45% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 7.48% | 7.05% |
| 3 Year | 7.33% | 7.05% |
| 5 Year | 7.5% | 6.89% |
Risk Management
| Scheme Name | PGIM India Equity Savings Fund - Growth Option | Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 2.237% | 4.048% |
| Sharp | -0.182% | 0.516% |
| Beta | - | - |
| Alpha | - | - |
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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 |
| Funds Managed | 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 | 31.03 | 34.75 |
| Large Cap | 62.75 | 55.69 |
| Mid Cap | 5.75 | 8.02 |
| Small Cap | 0.46 | 1.55 |
Sector Allocation
| Scheme Name |
PGIM India Equity Savings Fund - Growth Option |
Tata Equity Savings Fund -Regular Plan-Growth Option |
|---|---|---|
| Others | 30.87 | 34.29 |
| Energy | 9.37 | 6.21 |
| Industrials | 7.21 | 12.58 |
| Healthcare | 1.32 | 4.33 |
| Financial Services | 23.4 | 19.96 |
| Technology | 2.58 | 3.32 |
| Basic Materials | 16.21 | 5.5 |
| Consumer Cyclical | 6.08 | 0.83 |
| Communication Services | 1.81 | 5.41 |
| Consumer Defensive | 1.15 | 2.97 |
| Utilities | - | 4.59 |
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