- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹5674 Cr | ₹73 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 | -0.31% | 0.19% |
| 6 Month | 5.19% | 4.07% |
| 1 Year | 4.04% | 5.75% |
| 3 Year | 10.04% | 7.04% |
| 5 Year | 12.23% | 8.86% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 6 Month | 1.86% | 1.59% |
| 1 Year | 5.28% | 6% |
| 3 Year | 9.24% | 7.11% |
| 5 Year | 9.84% | 7.04% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 1 Year | 8.44% | 7.35% |
| 3 Year | 9.91% | 7.32% |
| 5 Year | 9.47% | 7.55% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Standard Deviation | 4.61% | 2.17% |
| Sharp | 0.81% | 0.26% |
| 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 | 35.21 | 40.19 |
| Large Cap | 57.73 | 53.16 |
| Small Cap | 4.32 | 0.45 |
| Mid Cap | 2.75 | 6.21 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Others | 31.33 | 31.84 |
| Energy | 7.35 | 8.7 |
| Technology | 5 | 1.78 |
| Industrials | 6.12 | 6.75 |
| Consumer Defensive | 2.96 | 1.08 |
| Basic Materials | 3.31 | 18.06 |
| Financial Services | 23.76 | 22.61 |
| Real Estate | 1.61 | - |
| Healthcare | 5.7 | 1.45 |
| Consumer Cyclical | 8.47 | 5.95 |
| Utilities | 2.32 | - |
| Communication Services | 2.05 | 1.76 |
Top Comparisons
BANDHAN CONSERVATIVE HYBRID FUND - Regular Plan - Growth
3Y Returns6.75%
SBI Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns9.99%
ICICI Prudential Bharat Consumption Fund - Growth Option
3Y Returns16.39%
Kotak Consumption Fund - Regular (G)
3Y Returns0%
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth
3Y Returns23.42%
DSP US Flexible Equity Fund - Regular Plan - Growth
3Y Returns16.92%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns21.75%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns15.92%
