PGIM India ELSS Tax Saver Fund vs ITI ELSS Tax Saver Fund Regular compare
ITI ELSS Tax Saver Fund Regular - Growth
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Fund | ITI ELSS Tax Saver Fund Regular - Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹374 Cr | ₹749 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 18 Oct 2019 | 11 Dec 2015 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | % | 24% |
Expense Ratio | 2.32 | 2.25 |
Manager | Vishal Jajoo | Bhupesh Kalyani |
ISIN Code | INF00XX01374 | INF663L01FQ8 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 8.84% | 6.85% |
6 Month | -11.12% | -3.06% |
1 Year | 5.79% | 10.15% |
3 Year | 18.64% | 10.88% |
5 Year | 21.99% | 22.96% |
SIP Return Analysis
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -0.09% | 0.77% |
1 Year | -8.25% | 0.47% |
3 Year | 18.54% | 12.83% |
5 Year | 17.5% | 15.44% |
Rolling Lumpsum Returns
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 20.61% | 13.86% |
3 Year | 18.2% | 14.64% |
5 Year | 17.5% | 14.65% |
Risk Management
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.905% | 12.863% |
Sharp | 0.774% | 0.332% |
Beta | 0.917% | 0.854% |
Alpha | 3.597% | -1.233% |
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Fund Managers
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Name | Vishal Jajoo | Bhupesh Kalyani |
Total AUM | ₹762 Cr | ₹2742 Cr |
Funds Managed | 3 | 13 |
ITI ELSS Tax Saver Fund Regular - Growth | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.4 | 3.45 |
Large Cap | 41.83 | 61.08 |
Small Cap | 44.62 | 13.04 |
Mid Cap | 9.14 | 22.44 |
Sector Allocation
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.66 | 3.41 |
Communication Services | 2.67 | 3.68 |
Industrials | 20.77 | 13.28 |
Consumer Defensive | 3.66 | 6.12 |
Basic Materials | 10.08 | 7.34 |
Financial Services | 26.02 | 26.74 |
Consumer Cyclical | 11.66 | 9.53 |
Technology | 9.68 | 12.35 |
Healthcare | 2.53 | 11.12 |
Energy | 1 | 5.97 |
Real Estate | 4.73 | 0.47 |
Utilities | 5.53 | - |
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