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) | ₹17241 Cr | ₹782 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 | 0.47% | -1.01% |
| 6 Month | 4.73% | 1.68% |
| 1 Year | 7.25% | -0.42% |
| 3 Year | 20.35% | 11.57% |
| 5 Year | 22.49% | 16% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.3% | 0.28% |
| 1 Year | 14.95% | 8.19% |
| 3 Year | 18.35% | 10.43% |
| 5 Year | 19.78% | 11.82% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.54% | 11.59% |
| 3 Year | 16.35% | 14.18% |
| 5 Year | 15.75% | 15.48% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 11.17% | 11.72% |
| Sharp | 1.12% | 0.46% |
| Beta | 0.83% | 0.84% |
| Alpha | 5.39% | -1.85% |
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 | 5.97 | 9.61 |
| Large Cap | 78.91 | 57.22 |
| Small Cap | 10.97 | 13.7 |
| Mid Cap | 4.14 | 19.48 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.42 | 2.62 |
| Communication Services | 4.65 | 3.9 |
| Energy | 1.21 | 6.72 |
| Technology | 5.12 | 9.11 |
| Industrials | 5.64 | 11.52 |
| Basic Materials | 6.09 | 7.27 |
| Financial Services | 42.42 | 29.51 |
| Healthcare | 9.88 | 11.49 |
| Consumer Cyclical | 17.06 | 12.66 |
| Utilities | 1.68 | - |
| Consumer Defensive | 0.83 | 4.74 |
| Real Estate | - | 0.46 |
Top Comparisons
Kotak Gilt-Investment Regular-Growth
3Y Returns5.62%
Kotak Gilt-Investment Regular-Growth
3Y Returns5.62%
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
3Y Returns18.04%
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns17.2%
Kotak Equity Savings Fund - Regular - Growth
3Y Returns11.41%
Axis Equity Savings Fund - Regular Plan - Growth
3Y Returns9.84%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns6.98%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.24%