PGIM India Equity Savings Fund vs HDFC Equity Savings Fund compare

Link copied to clipboard!

tortoise-icon HDFC Equity Savings Fund - GROWTH PLAN

Invest Now

tortoise-icon PGIM India Equity Savings Fund - Growth Option

Invest Now

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) ₹5463 Cr ₹90 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹300 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 17 Sep 2004 05 Feb 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 1.89 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 0.47% 0.77%
6 Month 2.55% 2.88%
1 Year 10.88% 7.71%
3 Year 10.11% 6.23%
5 Year 11.05% 7.11%

SIP Return Analysis

Scheme Name HDFC Equity Savings Fund - GROWTH PLAN PGIM India Equity Savings Fund - Growth Option
6 Month - -
1 Year 6.82% 6.51%
3 Year 11.37% 7.35%
5 Year 11.89% 7.91%

Rolling Lumpsum Returns

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%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 65.48 32.37
Large Cap 57.55 61.17
Mid Cap 5.1 6.06
Small Cap 5.25 0.4

Sector Allocation

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

Top Comparisons

Sundaram Arbitrage Fund Regular Growth Sundaram Arbitrage Fund Regular Growth

3Y Returns5.78%

VS

Mirae Asset Arbitrage Fund Regular Growth Mirae Asset Arbitrage Fund Regular Growth

3Y Returns6.16%

Compare Now

Nippon India Pharma Fund-Growth Plan-Growth Option Nippon India Pharma Fund-Growth Plan-Growth Option

3Y Returns20.52%

VS

Quant Healthcare Fund Regular - Growth Quant Healthcare Fund Regular - Growth

3Y Returns0%

Compare Now

UTI MMF-Discontinued - Regular Plan -Growth UTI MMF-Discontinued - Regular Plan -Growth

3Y Returns6.14%

VS

Baroda BNP Paribas Money Market Fund-Regular Plan - Growth Baroda BNP Paribas Money Market Fund-Regular Plan - Growth

3Y Returns6.07%

Compare Now

Tata Overnight Fund-Regular Plan-Growth Tata Overnight Fund-Regular Plan-Growth

3Y Returns5.88%

VS

HSBC Overnight Fund - Regular Growth HSBC Overnight Fund - Regular Growth

3Y Returns5.89%

Compare Now
Request call back
Add to Cart Successfully