PGIM India Equity Savings Fund vs Tata Equity Savings Fund compare

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PGIM India Equity Savings Fund - Growth Option

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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	Low to Moderate Risk
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

Scheme Name	PGIM India Equity Savings Fund - Growth Option	Tata Equity Savings Fund -Regular Plan-Growth Option
1 Month	0.21%	-0.16%
6 Month	1.12%	0.88%
1 Year	5.86%	8.21%
3 Year	6.12%	8.67%
5 Year	7.22%	8.88%

Scheme Name	PGIM India Equity Savings Fund - Growth Option	Tata Equity Savings Fund -Regular Plan-Growth Option
6 Month	-	-
1 Year	3.97%	4.79%
3 Year	6.59%	9.73%
5 Year	7.41%	9.55%

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%

Scheme Name	PGIM India Equity Savings Fund - Growth Option	Tata Equity Savings Fund -Regular Plan-Growth Option
Standard Deviation	2.165%	3.977%
Sharp	-0.085%	0.591%
Beta	-	-
Alpha	-	-

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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

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

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