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) | ₹782 Cr | ₹4184 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 | -2.58% | -3.21% |
| 6 Month | 0.52% | 0.75% |
| 1 Year | -1.36% | -3.71% |
| 3 Year | 11.42% | 18.76% |
| 5 Year | 15.45% | 16.73% |
SIP Return Analysis
| Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.28% | 0.31% |
| 1 Year | 8.19% | 11.38% |
| 3 Year | 10.43% | 16.09% |
| 5 Year | 11.82% | 16.1% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.59% | 12.95% |
| 3 Year | 14.18% | 14.55% |
| 5 Year | 15.48% | 13.58% |
Risk Management
| Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.72% | 14.06% |
| Sharp | 0.46% | 0.85% |
| Beta | 0.84% | 0.99% |
| Alpha | -1.85% | 3.41% |
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 | 10.63 | 4.4 |
| Large Cap | 57.57 | 46.47 |
| Mid Cap | 18.68 | 22.6 |
| Small Cap | 13.12 | 26.54 |
Sector Allocation
| Scheme Name |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
HSBC ELSS Tax saver Fund - Regular Growth |
|---|---|---|
| Others | 2.44 | 1.46 |
| Energy | 7.07 | 4.58 |
| Technology | 9.8 | 13.11 |
| Industrials | 11.28 | 14.54 |
| Consumer Cyclical | 12.03 | 21.23 |
| Healthcare | 10.48 | 5.26 |
| Financial Services | 30.04 | 24.69 |
| Basic Materials | 6.74 | 5.48 |
| Consumer Defensive | 5.67 | 2.97 |
| Real Estate | 0.47 | 1.46 |
| Communication Services | 3.98 | 2.35 |
| Utilities | - | 2.86 |
Top Comparisons
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.55%
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.32%
ICICI Prudential Balanced Advantage Fund - Growth
3Y Returns13.34%
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns10.96%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns6.98%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns6.98%
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
3Y Returns7.01%
Mirae Asset Ultra Short Duration Fund Regular Growth
3Y Returns7.3%