PGIM India Equity Savings Fund vs HDFC Equity Savings Fund compare

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tortoise-icon HDFC Equity Savings Fund - GROWTH PLAN

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tortoise-icon 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 Low to Moderate
Asset Size (Cr) ₹4611 Cr ₹93 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹300 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 05 Sep 2004 29 Jan 2004
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 1.92 1.31
Manager Anil Bamboli Puneet Pal
ISIN Code INF179K01AM7 INF223J01FB7
Exits Load Exit load For units in excess of 15% of the investment,1% will be charged for redemption within 1 month./365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN PGIM India Equity Savings Fund - Growth Option
1 Month 1.03% 0.69%
6 Month 7.62% 5.07%
1 Year 18.35% 9.93%
3 Year 11.1% 6.75%
5 Year 12.04% 8.04%

SIP Return Analysis

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN PGIM India Equity Savings Fund - Growth Option
6 Month - -
1 Year 7.72% 4.33%
3 Year 19.76% 11.13%
5 Year 36.61% 21.77%

Rolling Lumpsum Returns

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN PGIM India Equity Savings Fund - Growth Option
1 Year 11.81% 7.8%
3 Year 28.99% 18.12%
5 Year 38.18% 22.84%

Risk Management

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN PGIM India Equity Savings Fund - Growth Option
Standard Deviation 4.68% 2.06%
Sharp 0.9% -0.01%
Beta 0.88% 0.39%
Alpha 1.46% -1.3%

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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
Fund Manage 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 32.91 28.7
Large Cap 57.84 63.87
Mid Cap 5.2 7
Small Cap 4.05 0.43

Sector Allocation

Scheme Name

HDFC Equity Savings Fund - GROWTH PLAN

PGIM India Equity Savings Fund - Growth Option

Others 41.4 63.25
Consumer Staples 1.38 0.79
Financial 19.39 9.83
Metals & Mining 1.1 -0.089999999999999
Energy 5.12 1.46
Materials 0.93 0.72
Communication 4.26 0.86
Healthcare 3.01 1.2
Insurance 0.24 0.52
Construction 3.45 0.57
Automobile 2.2 1.42
Services 1.7 1.05
Consumer Discretionary 0.23 0.31
Sovereign 10.69 15.5
Technology 2.48 1.54
Capital Goods 1.76 0.81
Chemicals 0.66 -
Diversified - 0.26

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