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) | ₹15413 Cr | ₹749 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 | 0.98% | 0.85% |
6 Month | 1.08% | -2.88% |
1 Year | 8.29% | 6.53% |
3 Year | 25.74% | 17.06% |
5 Year | 27.32% | 22.42% |
SIP Return Analysis
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.81% | 5.9% |
1 Year | 8.83% | 5.97% |
3 Year | 21.97% | 13.42% |
5 Year | 22.62% | 15.05% |
Rolling Lumpsum Returns
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 17.4% | 13.11% |
3 Year | 15.3% | 14.36% |
5 Year | 15.03% | 14.86% |
Risk Management
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.311% | 12.863% |
Sharp | 1.077% | 0.332% |
Beta | 0.848% | 0.854% |
Alpha | 7.78% | -1.233% |
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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 | 7.25 | 3.45 |
Large Cap | 75.98 | 61.08 |
Mid Cap | 6.34 | 22.44 |
Small Cap | 10.42 | 13.04 |
Sector Allocation
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.95 | 3.41 |
Communication Services | 5.85 | 3.68 |
Energy | 0.59 | 5.97 |
Technology | 6.67 | 12.35 |
Basic Materials | 5.51 | 7.34 |
Industrials | 5.95 | 13.28 |
Financial Services | 40.82 | 26.74 |
Healthcare | 10.74 | 11.12 |
Consumer Cyclical | 13.5 | 9.53 |
Utilities | 1.27 | - |
Real Estate | 1.15 | 0.47 |
Consumer Defensive | 1.02 | 6.12 |
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