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) ₹93 Cr ₹156 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹1000 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 29 Jan 2004 26 Apr 1997
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 1.31 1.11
Manager Puneet Pal Sailesh Jain
ISIN Code INF223J01FB7 INF277K01907
Exits Load Nil/365 For units more than 12% of the investments, an exit load of 0.25% if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name PGIM India Equity Savings Fund - Growth Option Tata Equity Savings Fund -Regular Plan-Growth Option
1 Month 0.69% 0.62%
6 Month 5.07% 7.13%
1 Year 9.93% 16.57%
3 Year 6.75% 9.24%
5 Year 8.04% 9.71%

SIP Return Analysis

Scheme Name PGIM India Equity Savings Fund - Growth Option Tata Equity Savings Fund -Regular Plan-Growth Option
6 Month - -
1 Year 4.33% 7.44%
3 Year 11.13% 17.25%
5 Year 21.77% 29%

Rolling Lumpsum Returns

Scheme Name PGIM India Equity Savings Fund - Growth Option Tata Equity Savings Fund -Regular Plan-Growth Option
1 Year 7.8% 9.56%
3 Year 18.12% 23.27%
5 Year 22.84% 31.36%

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 28.7 31.53
Large Cap 63.87 54.06
Mid Cap 7 11.87
Small Cap 0.43 2.49

Sector Allocation

Scheme Name

PGIM India Equity Savings Fund - Growth Option

Tata Equity Savings Fund -Regular Plan-Growth Option

Others 63.25 47.79
Healthcare 1.2 2.05
Materials 0.72 0.58
Financial 9.83 8.65
Capital Goods 0.81 6.77
Consumer Staples 0.79 2.22
Communication 0.86 1.82
Services 1.05 1.78
Metals & Mining -0.089999999999999 -
Technology 1.54 3.25
Sovereign 15.5 6.7
Energy 1.46 5.12
Construction 0.57 2.01
Automobile 1.42 1.64
Consumer Discretionary 0.31 -
Diversified 0.26 -
Insurance 0.52 1.17
Unclassified - 8.4

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