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) | ₹16454 Cr | ₹772 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 | 3.33% | 3.8% |
6 Month | 6.52% | 1.95% |
1 Year | 7.05% | 5.02% |
3 Year | 26.43% | 17.65% |
5 Year | 26.74% | 21.8% |
SIP Return Analysis
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 9.14% | 8.88% |
1 Year | 14.89% | 13.14% |
3 Year | 22.96% | 15.06% |
5 Year | 23.2% | 15.9% |
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 | 12.39% | 12.64% |
Sharp | 1.29% | 0.66% |
Beta | 0.85% | 0.84% |
Alpha | 6.78% | -0.70% |
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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 | 8.98 | 3.27 |
Large Cap | 76.21 | 64.21 |
Mid Cap | 4.68 | 20.99 |
Small Cap | 10.14 | 11.53 |
Sector Allocation
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.65 | 2.61 |
Communication Services | 4.48 | 4.07 |
Energy | 1.19 | 6.51 |
Technology | 5.71 | 10.04 |
Basic Materials | 5.38 | 7.05 |
Industrials | 5.39 | 11.67 |
Financial Services | 41.81 | 29.89 |
Healthcare | 8.97 | 10.56 |
Consumer Cyclical | 15.01 | 11.41 |
Utilities | 1.76 | - |
Real Estate | 0.71 | 0.42 |
Consumer Defensive | 0.92 | 5.77 |
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