PGIM India ELSS Tax Saver Fund vs HSBC ELSS Tax saver Fund compare
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
HSBC ELSS Tax saver Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Fund | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹757 Cr | ₹4088 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 11 Dec 2015 | 27 Feb 2006 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 24% | 70% |
| Expense Ratio | 2.25 | 1.89 |
| Manager | Bhupesh Kalyani | Gautam Bhupal |
| ISIN Code | INF663L01FQ8 | INF677K01064 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.85% | 2.7% |
| 6 Month | 4.86% | 10.57% |
| 1 Year | 5.33% | 4.44% |
| 3 Year | 12.69% | 19.4% |
| 5 Year | 19.98% | 20.66% |
SIP Return Analysis
| Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.71% | 0.53% |
| 1 Year | 4.05% | 8.28% |
| 3 Year | 9.72% | 16.44% |
| 5 Year | 11.77% | 16.39% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.21% | 13.09% |
| 3 Year | 14.43% | 14.4% |
| 5 Year | 15.22% | 13.43% |
Risk Management
| Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.77% | 14.03% |
| Sharp | 0.52% | 0.88% |
| Beta | 0.84% | 0.98% |
| Alpha | -1.81% | 3.06% |
Fund Managers
| Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Name | Bhupesh Kalyani | Gautam Bhupal |
| Total AUM | ₹2742 Cr | ₹25949 Cr |
| Funds Managed | 13 | 13 |
| PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
Market Cap
| Scheme Name |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 10.36 | 3.17 |
| Large Cap | 56.74 | 46.94 |
| Mid Cap | 19.76 | 23.29 |
| Small Cap | 13.13 | 26.6 |
Sector Allocation
| Scheme Name |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 4.82 | 0.9 |
| Energy | 6.37 | 4.2 |
| Technology | 8.2 | 13.04 |
| Industrials | 11.43 | 15.66 |
| Consumer Cyclical | 13.04 | 21.93 |
| Healthcare | 10.72 | 5.08 |
| Financial Services | 29.32 | 23.46 |
| Basic Materials | 7.35 | 5.96 |
| Consumer Defensive | 4.64 | 3.05 |
| Real Estate | 0.44 | 1.44 |
| Communication Services | 3.69 | 2.15 |
| Utilities | - | 3.12 |
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