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PGIM India ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare
HDFC ELSS Tax saver Fund - Growth Plan
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC ELSS Tax saver Fund - Growth Plan | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹16579 Cr | ₹779 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 02 Apr 1996 | 11 Dec 2015 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 36.4% | 24% |
| Expense Ratio | 1.7 | 2.25 |
| Manager | Dhruv Muchhal | Bhupesh Kalyani |
| ISIN Code | INF179K01BB8 | INF663L01FQ8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.57% | 0.26% |
| 6 Month | 11.97% | 10.64% |
| 1 Year | 6.38% | 3.81% |
| 3 Year | 22.01% | 13.67% |
| 5 Year | 24.81% | 19.67% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.37% | 2.78% |
| 1 Year | 8.32% | 4.84% |
| 3 Year | 19.77% | 11.89% |
| 5 Year | 21.14% | 13.64% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.03% | 12.63% |
| 3 Year | 15.38% | 14.62% |
| 5 Year | 15.1% | 15.06% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.55% | 11.97% |
| Sharp | 1.29% | 0.65% |
| Beta | 0.86% | 0.86% |
| Alpha | 6.92% | -0.22% |
Fund Managers
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Bhupesh Kalyani |
| Total AUM | ₹520687 Cr | ₹2742 Cr |
| Funds Managed | 40 | 13 |
| HDFC ELSS Tax saver Fund - Growth Plan | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.64 | 9.42 |
| Large Cap | 77.83 | 57.5 |
| Small Cap | 11.09 | 13.18 |
| Mid Cap | 4.44 | 19.9 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.07 | 5.55 |
| Communication Services | 4.55 | 3.65 |
| Energy | 1.19 | 6.31 |
| Technology | 5.21 | 9.61 |
| Industrials | 5.69 | 11.01 |
| Basic Materials | 6 | 6.3 |
| Financial Services | 42.46 | 29.47 |
| Healthcare | 9.73 | 10.86 |
| Consumer Cyclical | 16.05 | 11.84 |
| Utilities | 1.76 | - |
| Real Estate | 0.49 | 0.4 |
| Consumer Defensive | 0.81 | 4.99 |
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