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) | ₹749 Cr | ₹3977 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 | 0.85% | 3.57% |
6 Month | -2.88% | -5.37% |
1 Year | 6.53% | 5.78% |
3 Year | 17.06% | 24.23% |
5 Year | 22.42% | 23.64% |
SIP Return Analysis
Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
6 Month | 5.9% | 8.78% |
1 Year | 5.97% | 6.72% |
3 Year | 13.42% | 21.05% |
5 Year | 15.05% | 19.12% |
Rolling Lumpsum Returns
Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Year | 13.11% | 13.62% |
3 Year | 14.36% | 14.24% |
5 Year | 14.86% | 13.28% |
Risk Management
Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.863% | 15.421% |
Sharp | 0.332% | 0.548% |
Beta | 0.854% | 0.99% |
Alpha | -1.233% | 2.056% |
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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 | 3.45 | 2.39 |
Large Cap | 61.08 | 48.17 |
Mid Cap | 22.44 | 23.42 |
Small Cap | 13.04 | 26.02 |
Sector Allocation
Scheme Name |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 3.41 | 0.62 |
Energy | 5.97 | 4.19 |
Technology | 12.35 | 12.24 |
Industrials | 13.28 | 18.01 |
Consumer Cyclical | 9.53 | 19.36 |
Healthcare | 11.12 | 5.83 |
Financial Services | 26.74 | 23.48 |
Basic Materials | 7.34 | 6.44 |
Consumer Defensive | 6.12 | 3.2 |
Real Estate | 0.47 | 1.51 |
Communication Services | 3.68 | 1.91 |
Utilities | - | 3.21 |
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