PGIM India ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare

PGIM India ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare

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HDFC ELSS Tax saver Fund - Growth Plan

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PGIM India ELSS Tax Saver 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	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)	₹16645 Cr	₹757 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	4.53%	4.53%
6 Month	8.3%	5.8%
1 Year	9.01%	6.15%
3 Year	22.17%	13.47%
5 Year	26.23%	20.2%

SIP Return Analysis

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	3.06%	1.5%
1 Year	15.77%	9.93%
3 Year	20.28%	12.29%
5 Year	21.24%	13.36%

Rolling Lumpsum Returns

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	16.69%	12.21%
3 Year	15.49%	14.43%
5 Year	15.17%	15.22%

Risk Management

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation	11.34%	11.90%
Sharp	1.25%	0.55%
Beta	0.86%	0.87%
Alpha	6.51%	-1.09%

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	6.45	10.36
Large Cap	78.27	56.74
Small Cap	11.34	13.13
Mid Cap	3.94	19.76

Sector Allocation

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	5.89	4.82
Communication Services	4.44	3.69
Energy	1.17	6.37
Technology	4.93	8.2
Industrials	5.64	11.43
Basic Materials	6	7.35
Financial Services	41.44	29.32
Healthcare	10.25	10.72
Consumer Cyclical	17.76	13.04
Utilities	1.69	-
Consumer Defensive	0.8	4.64
Real Estate	-	0.44

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