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) | ₹798 Cr | ₹4251 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 | -2.82% | -3.16% |
6 Month | 4.8% | 5.76% |
1 Year | 1.68% | -0.34% |
3 Year | 13.68% | 19.95% |
5 Year | 20.03% | 21.48% |
SIP Return Analysis
Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
6 Month | 5.18% | 6.39% |
1 Year | 8.19% | 7.24% |
3 Year | 13.87% | 20.34% |
5 Year | 15.09% | 18.84% |
Rolling Lumpsum Returns
Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
1 Year | 12.63% | 13.26% |
3 Year | 14.62% | 14.33% |
5 Year | 15.06% | 13.37% |
Risk Management
Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.35% | 14.68% |
Sharp | 0.88% | 1.20% |
Beta | 0.84% | 0.96% |
Alpha | -0.54% | 4.60% |
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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 | 4.63 | 3.61 |
Large Cap | 61.8 | 47.17 |
Mid Cap | 21.46 | 23.11 |
Small Cap | 12.11 | 26.11 |
Sector Allocation
Scheme Name |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
HSBC ELSS Tax saver Fund - Regular Growth |
---|---|---|
Others | 1.99 | 1.19 |
Energy | 6.65 | 4.37 |
Technology | 9.97 | 10.93 |
Industrials | 11.68 | 17.01 |
Consumer Cyclical | 11.61 | 20.22 |
Healthcare | 10.48 | 5.18 |
Financial Services | 30.25 | 25.06 |
Basic Materials | 7.2 | 5.83 |
Consumer Defensive | 5.48 | 3.24 |
Real Estate | 0.42 | 1.48 |
Communication Services | 4.28 | 2.21 |
Utilities | - | 3.29 |
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