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

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tortoise-icon HDFC ELSS Tax saver Fund - Growth Plan

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tortoise-icon 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) ₹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

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