PGIM India Equity Savings Fund vs HDFC Equity Savings Fund compare

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

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	PGIM India Equity Savings Fund - Growth Option
1 Month	-1.95%	-0.22%
6 Month	3.87%	3.53%
1 Year	14.02%	8.77%
3 Year	9.39%	5.86%
5 Year	10.97%	7.17%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	PGIM India Equity Savings Fund - Growth Option
6 Month	-	-
1 Year	10.47%	7.39%
3 Year	12.22%	7.4%
5 Year	12.39%	7.89%

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	PGIM India Equity Savings Fund - Growth Option
1 Year	8.56%	7.47%
3 Year	9.9%	7.35%
5 Year	9.43%	7.53%

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%

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	31.73	28.7
Large Cap	56.66	63.87
Mid Cap	6.39	7
Small Cap	5.22	0.43

Scheme Name	HDFC Equity Savings Fund - GROWTH PLAN	PGIM India Equity Savings Fund - Growth Option
Others	31.73	63.25
Petroleum Products	2.82	-
IT - Software	3.06	-
Construction	1.79	0.57
Finance	1.58	-
Ferrous Metals	2.51	-
Diversified FMCG	2.24	-
Non - Ferrous Metals	0.6	-
Banks	18.84	-
Realty	1.58	-
Pharmaceuticals & Biotechnology	5.1	-
Automobiles	5.46	-
Aerospace & Defense	0.42	-
Cement & Cement Products	0.36	-
Fertilizers & Agrochemicals	0.51	-
Power	3.48	-
Insurance	1.32	0.52
Entertainment	0.22	-
Agricultural Food & other Products	0.02	-
Agricultural, Commercial & Construction Vehicles	1.97	-
Oil	0.36	-
Consumer Durables	3.57	-
Telecom - Services	1.57	-
Auto Components	0.83	-
Healthcare Services	0.53	-
Chemicals & Petrochemicals	0.19	-
Transport Infrastructure	2.77	-
Consumable Fuels	0.48	-
Beverages	4.09	-
Healthcare	-	1.2
Materials	-	0.72
Financial	-	9.83
Capital Goods	-	0.81
Consumer Staples	-	0.79
Communication	-	0.86
Services	-	1.05
Metals & Mining	-	-0.089999999999999
Technology	-	1.54
Sovereign	-	15.5
Energy	-	1.46
Automobile	-	1.42
Consumer Discretionary	-	0.31
Diversified	-	0.26