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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) | ₹5691 Cr | ₹71 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹300 | ₹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 | 0.67% | 0.52% |
| 6 Month | 5.21% | 3.58% |
| 1 Year | 3.71% | 5.29% |
| 3 Year | 10.65% | 7.33% |
| 5 Year | 12.66% | 8.56% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 6 Month | 1.66% | 1.14% |
| 1 Year | 7.95% | 6.21% |
| 3 Year | 9.34% | 6.94% |
| 5 Year | 9.73% | 6.84% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 1 Year | 8.4% | 7.32% |
| 3 Year | 9.93% | 7.31% |
| 5 Year | 9.48% | 7.57% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Standard Deviation | 4.47% | 2.16% |
| Sharp | 0.79% | 0.17% |
| 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 | 35.64 | 40.82 |
| Large Cap | 57.43 | 52.62 |
| Small Cap | 4.15 | 0.44 |
| Mid Cap | 2.78 | 6.12 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Others | 31.83 | 32.41 |
| Energy | 7.12 | 8.6 |
| Technology | 5.11 | 1.83 |
| Industrials | 5.99 | 6.62 |
| Consumer Defensive | 2.99 | 1.04 |
| Basic Materials | 3.24 | 17.65 |
| Financial Services | 22.94 | 22.17 |
| Real Estate | 1.6 | - |
| Healthcare | 5.59 | 1.39 |
| Consumer Cyclical | 9.21 | 6.52 |
| Utilities | 2.35 | - |
| Communication Services | 2.03 | 1.76 |
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