PGIM India ELSS Tax Saver Fund vs HDFC ELSS Tax saver Fund compare

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tortoise-icon HDFC ELSS Tax saver Fund - Growth Plan

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tortoise-icon PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Fund HDFC ELSS Tax saver Fund - Growth Plan PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹15935 Cr ₹756 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 02 Apr 1996 11 Dec 2015
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 36.4% 24%
Expense Ratio 1.71 2.26
Manager Dhruv Muchhal Bhupesh Kalyani
ISIN Code INF179K01BB8 INF663L01FQ8
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month -3.29% -4.23%
6 Month -4.41% -1.91%
1 Year 15.74% 11.49%
3 Year 19.93% 10.54%
5 Year 19.67% 17.08%

SIP Return Analysis

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month - -
1 Year 4.46% 7.33%
3 Year 22.68% 14.56%
5 Year 23.96% 17.86%

Rolling Lumpsum Returns

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year 17.61% 13.43%
3 Year 14.99% 15.06%
5 Year 14.82% 14.48%

Risk Management

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation 11.39% 11.02%
Sharp 1.57% 0.82%
Beta 0.85% 0.82%
Alpha 6.77% -1.45%

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Fund Managers

Scheme Name HDFC ELSS Tax saver Fund - Growth Plan PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Name Dhruv Muchhal Bhupesh Kalyani
Total AUM ₹520687 Cr ₹2742 Cr
Fund Manage 40 13
HDFC ELSS Tax saver Fund - Growth Plan PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC ELSS Tax saver Fund - Growth Plan

PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option

Others 7.59 5.39
Large Cap 77.22 58.1
Mid Cap 5.65 22.82
Small Cap 9.54 13.69

Sector Allocation

Scheme Name

HDFC ELSS Tax saver Fund - Growth Plan

PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option

Others 7.59 5.39
Telecom - Services 5.35 2.68
Petroleum Products 0.17 4.39
IT - Software 8.25 9.24
Cement & Cement Products 1.56 1.84
Construction 1.02 2.7
Banks 36.8 15.3
Agricultural, Commercial & Construction Vehicles 1.18 -
Pharmaceuticals & Biotechnology 7.45 5.01
Automobiles 8.99 0.82
Aerospace & Defense 1.47 1.79
Ferrous Metals 1.12 -
Healthcare Services 4.39 3.37
Insurance 5.76 3.88
IT - Services 0.55 -
Transport Services 0.22 1.21
Consumer Durables 1.95 6.48
Oil 0.42 -
Entertainment 0.31 -
Fertilizers & Agrochemicals 0.18 -
Auto Components 0.15 4.28
Retailing 0.84 3.28
Power 1.31 -
Realty 1.44 0.92
Beverages 1 3.47
Commercial Services & Supplies 0.53 -
Industrial Products - 1.21
Chemicals & Petrochemicals - 3.5
Electrical Equipment - 3.77
Industrial Manufacturing - 1.08
Personal Products - 0.4
Finance - 6.99
Food Products - 1.66
Household Products - 0.72
Capital Markets - 2.93
Textiles & Apparels - 0.97
Leisure Services - 0.72

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