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) | ₹756 Cr | ₹4253 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 | 2.26 | 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 | -4.62% | -7.66% |
6 Month | -3.56% | -7.91% |
1 Year | 10.01% | 13.38% |
3 Year | 10.36% | 15.24% |
5 Year | 16.91% | 16.21% |
SIP Return Analysis
Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 4.77% | 2.34% |
3 Year | 13.72% | 20.81% |
5 Year | 17.04% | 19.86% |
Rolling Lumpsum Returns
Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Year | 13.86% | 14.01% |
3 Year | 14.64% | 14.15% |
5 Year | 14.65% | 13.19% |
Risk Management
Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Standard Deviation | 11.02% | 12.97% |
Sharp | 0.82% | 1.02% |
Beta | 0.82% | 0.93% |
Alpha | -1.45% | 1.15% |
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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 |
Fund Manage | 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 | 5.39 | 1.27 |
Large Cap | 58.1 | 47.77 |
Mid Cap | 22.82 | 24.54 |
Small Cap | 13.69 | 26.42 |
Sector Allocation
Scheme Name |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 5.39 | 1.27 |
Petroleum Products | 4.39 | 2.68 |
Industrial Products | 1.21 | 2.64 |
IT - Software | 9.24 | 9.25 |
Construction | 2.7 | 4.13 |
Healthcare Services | 3.37 | 2.4 |
Insurance | 3.88 | - |
Banks | 15.3 | 13.82 |
Pharmaceuticals & Biotechnology | 5.01 | 3.53 |
Chemicals & Petrochemicals | 3.5 | 1.51 |
Consumer Durables | 6.48 | 5.72 |
Aerospace & Defense | 1.79 | 2.16 |
Electrical Equipment | 3.77 | 10.14 |
Auto Components | 4.28 | 3.61 |
Industrial Manufacturing | 1.08 | 1.8 |
Personal Products | 0.4 | 0.84 |
Finance | 6.99 | 6.11 |
Retailing | 3.28 | 5.36 |
Beverages | 3.47 | - |
Realty | 0.92 | 1.66 |
Food Products | 1.66 | 1.08 |
Household Products | 0.72 | 0.41 |
Telecom - Services | 2.68 | 1.72 |
Cement & Cement Products | 1.84 | 1.04 |
Automobiles | 0.82 | 3.03 |
Transport Services | 1.21 | - |
Capital Markets | 2.93 | 2.55 |
Textiles & Apparels | 0.97 | 1.33 |
Leisure Services | 0.72 | 2.78 |
Agricultural Food & other Products | - | 1.21 |
Power | - | 2.33 |
Oil | - | 0.97 |
Ferrous Metals | - | 1.99 |
Gas | - | 0.93 |
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