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HDFC Equity Savings Fund - GROWTH PLAN
PGIM India Equity Savings Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Fund | HDFC Equity Savings Fund - GROWTH PLAN | PGIM India Equity Savings Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Low to Moderate |
| Asset Size (Cr) | ₹5823 Cr | ₹69 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 17 Sep 2004 | 14 Feb 2025 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 27.79% | 69% |
| Expense Ratio | 1.89 | 1.32 |
| Manager | Anil Bamboli | Puneet Pal |
| ISIN Code | INF179K01AM7 | INF223J01FB7 |
| Exits Load | HDFC Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 1 Month | 0.81% | 0.61% |
| 6 Month | 3.59% | 2.85% |
| 1 Year | 5.57% | 5.61% |
| 3 Year | 9.83% | 7.09% |
| 5 Year | 11.19% | 7.81% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 6 Month | 2.23% | 1.75% |
| 1 Year | 9.27% | 7.16% |
| 3 Year | 9.47% | 7.18% |
| 5 Year | 9.77% | 6.98% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 1 Year | 8.37% | 7.27% |
| 3 Year | 9.94% | 7.3% |
| 5 Year | 9.49% | 7.59% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Standard Deviation | 4.42% | 2.15% |
| Sharp | 0.76% | 0.16% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Name | Anil Bamboli | Puneet Pal |
| Total AUM | ₹135442 Cr | ₹20950 Cr |
| Funds Managed | 12 | 19 |
| HDFC Equity Savings Fund - GROWTH PLAN | PGIM India Equity Savings Fund - Growth Option |
Market Cap
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Others | 33.88 | 34.06 |
| Large Cap | 59.7 | 58.85 |
| Small Cap | 3.77 | 0.45 |
| Mid Cap | 2.66 | 6.64 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Others | 29.68 | 26.3 |
| Energy | 8.06 | 9.88 |
| Technology | 3.88 | 2.04 |
| Industrials | 7.06 | 7.65 |
| Consumer Defensive | 2.11 | 1.1 |
| Basic Materials | 4.18 | 20 |
| Financial Services | 23.7 | 22.48 |
| Real Estate | 1.71 | - |
| Healthcare | 5.57 | 1.45 |
| Consumer Cyclical | 9.25 | 7.09 |
| Utilities | 2.39 | - |
| Communication Services | 2.42 | 2.01 |
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