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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) | ₹5897 Cr | ₹67 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 | -0.66% | -0.45% |
| 6 Month | 1.82% | 1.52% |
| 1 Year | 6.75% | 5.84% |
| 3 Year | 9.75% | 6.79% |
| 5 Year | 9.98% | 6.92% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 6 Month | 1.2% | 0.78% |
| 1 Year | 7.12% | 4.98% |
| 3 Year | 8.48% | 6.4% |
| 5 Year | 9.14% | 6.48% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 1 Year | 8.32% | 7.24% |
| 3 Year | 9.94% | 7.29% |
| 5 Year | 9.5% | 7.59% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Standard Deviation | 4.68% | 2.06% |
| Sharp | 0.97% | 0.58% |
| Beta | 1% | 0.5% |
| Alpha | 0.14% | -0.78% |
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 | 33.8 | 34.37 |
| Large Cap | 59.98 | 57.96 |
| Small Cap | 3.53 | 0.5 |
| Mid Cap | 2.69 | 7.18 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Others | 29.92 | 24.49 |
| Energy | 8.31 | 9.74 |
| Technology | 4.1 | 2.09 |
| Industrials | 7.02 | 7.56 |
| Consumer Defensive | 2.03 | 1.16 |
| Basic Materials | 3.71 | 20.5 |
| Financial Services | 23.63 | 23.11 |
| Real Estate | 1.45 | - |
| Healthcare | 5.56 | 1.55 |
| Consumer Cyclical | 9.6 | 7.7 |
| Utilities | 2.35 | - |
| Communication Services | 2.32 | 2.11 |
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