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PGIM India Equity Savings Fund vs HDFC Equity Savings Fund compare
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) | ₹5584 Cr | ₹90 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 | 1.78% | 1.27% |
| 6 Month | 1.19% | 3.05% |
| 1 Year | 6.53% | 6.97% |
| 3 Year | 10.12% | 6.79% |
| 5 Year | 13.17% | 9.37% |
SIP Return Analysis
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 6 Month | 1.88% | 2.16% |
| 1 Year | 3.54% | 6.15% |
| 3 Year | 10.13% | 7.49% |
| 5 Year | 10.68% | 7.6% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| 1 Year | 8.6% | 7.48% |
| 3 Year | 9.9% | 7.33% |
| 5 Year | 9.44% | 7.5% |
Risk Management
| Scheme Name | HDFC Equity Savings Fund - GROWTH PLAN | PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Standard Deviation | 4.946% | 2.237% |
| Sharp | 0.518% | -0.182% |
| Beta | - | - |
| Alpha | - | - |
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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 | 33.86 | 31.03 |
| Large Cap | 58.5 | 62.75 |
| Small Cap | 4.14 | 0.46 |
| Mid Cap | 3.5 | 5.75 |
Sector Allocation
| Scheme Name |
HDFC Equity Savings Fund - GROWTH PLAN |
PGIM India Equity Savings Fund - Growth Option |
|---|---|---|
| Others | 33.83 | 30.87 |
| Energy | 6.35 | 9.37 |
| Technology | 5.68 | 2.58 |
| Industrials | 5.1 | 7.21 |
| Consumer Defensive | 4.67 | 1.15 |
| Basic Materials | 3.37 | 16.21 |
| Financial Services | 19.87 | 23.4 |
| Healthcare | 4.94 | 1.32 |
| Consumer Cyclical | 11.74 | 6.08 |
| Communication Services | 1.81 | 1.81 |
| Utilities | 2.63 | - |
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