PGIM India Equity Savings Fund vs HDFC Equity Savings Fund compare

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HDFC Equity Savings Fund - GROWTH PLAN

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PGIM India Equity Savings Fund - Growth Option

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Chart Comparison

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

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 Risk	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

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	PGIM India Equity Savings Fund - Growth Option
1 Month	-0.79%	0.21%
6 Month	-1.91%	1.12%
1 Year	5.03%	5.86%
3 Year	9.23%	6.12%
5 Year	10.64%	7.22%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	PGIM India Equity Savings Fund - Growth Option
6 Month	-	-
1 Year	0.59%	3.97%
3 Year	9.21%	6.59%
5 Year	10.55%	7.41%

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%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	PGIM India Equity Savings Fund - Growth Option
Standard Deviation	4.871%	2.165%
Sharp	0.573%	-0.085%
Beta	-	-
Alpha	-	-

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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
Fund Manage	12	19
	HDFC Equity Savings Fund - GROWTH PLAN	PGIM India Equity Savings Fund - Growth Option

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	PGIM India Equity Savings Fund - Growth Option
Others	65.48	32.37
Large Cap	57.55	61.17
Mid Cap	5.1	6.06
Small Cap	5.25	0.4

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	PGIM India Equity Savings Fund - Growth Option
Others	65.48	32.37
Petroleum Products	2.86	6.46
IT - Software	3.63	2.06
Construction	1.99	0.58
Finance	1.26	8.45
Ferrous Metals	2.22	11.63
Diversified FMCG	2.02	-
Non - Ferrous Metals	0.53	0.32
Banks	19.19	12.08
Realty	1.57	-
Pharmaceuticals & Biotechnology	4.99	0.66
Automobiles	7.11	1.15
Aerospace & Defense	0.39	0.15
Cement & Cement Products	0.32	6.95
Fertilizers & Agrochemicals	0.57	-
Power	3.39	-
Insurance	1.72	0.76
Entertainment	0.2	-
Agricultural Food & other Products	0.02	-
Agricultural, Commercial & Construction Vehicles	1.08	-
Oil	0.32	-
Consumer Durables	3.02	4.45
Telecom - Services	1.67	1.4
Auto Components	0.74	-
Healthcare Services	0.52	0.31
Chemicals & Petrochemicals	0.18	0.22
Transport Infrastructure	2.52	3.07
Consumable Fuels	0.41	-
Paper, Forest & Jute Products	0.25	-
Beverages	3.21	0.95
IT - Services	-	0.11
Personal Products	-	2.26
Food Products	-	0.16
Industrial Products	-	0.17
Minerals & Mining	-	2.68
Transport Services	-	0.29
Retailing	-	0.31