PGIM India ELSS Tax Saver Fund vs NIPPON INDIA ELSS TAX SAVER FUND compare

PGIM India ELSS Tax Saver Fund vs NIPPON INDIA ELSS TAX SAVER FUND compare

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NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option

Chart Comparison

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

Overview

Scheme Name	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Fund	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹15921 Cr	₹739 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	05 Sep 2005	11 Dec 2015
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	23%	24%
Expense Ratio	1.7	2.27
Manager	Ashutosh Bhargava	Bhupesh Kalyani
ISIN Code	INF204K01GK4	INF663L01FQ8
Exits Load	Nil/365	Nil/365

Trailing Lumpsum Returns

Scheme Name	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month	5.5%	1.8%
6 Month	24.16%	17.61%
1 Year	40.45%	27.43%
3 Year	20.22%	16.37%
5 Year	21.8%	20.21%

SIP Return Analysis

Scheme Name	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	19.08%	10.54%
3 Year	43.68%	26.45%
5 Year	82.16%	61.94%

Rolling Lumpsum Returns

Scheme Name	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	23.31%	21.29%
3 Year	61.08%	50.83%
5 Year	89.47%	69.64%

Risk Management

Scheme Name	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation	12.81%	11.02%
Sharp	1.01%	0.82%
Beta	0.97%	0.82%
Alpha	2%	-1.45%

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Fund Managers

Scheme Name	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Name	Ashutosh Bhargava	Bhupesh Kalyani
Total AUM	₹121448 Cr	₹2742 Cr
Fund Manage	12	13
	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	2.68	4.77
Large Cap	66.59	61.99
Mid Cap	14.8	19.47
Small Cap	15.93	13.77

Sector Allocation

Scheme Name	NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	0.51	2.44
Communication	2.17	2.54
Energy	9.49	6.57
Materials	5.16	1.84
Technology	4.82	6.15
Construction	5.63	4.99
Financial	31.2	25.89
Healthcare	4.29	7.85
Services	7.92	10.2
Chemicals	2.52	2.98
Automobile	9.58	5.87
Metals & Mining	2.45	1.61
Insurance	2.92	3.19
Consumer Staples	5.99	4.43
Consumer Discretionary	1.31	2.48
Capital Goods	2.96	9.13
Diversified	1.08	0.76
Textiles	-	1.08

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