PGIM India ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare
Tata ELSS Tax Saver Fund-Growth-Regular Plan
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata ELSS Tax Saver Fund-Growth-Regular Plan | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4552 Cr | ₹739 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 13 Oct 2014 | 11 Dec 2015 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 20% | 24% |
| Expense Ratio | 1.81 | 2.27 |
| Manager | Sailesh Jain | Bhupesh Kalyani |
| ISIN Code | INF277K01I52 | INF663L01FQ8 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.55% | 1.8% |
| 6 Month | 20.97% | 17.61% |
| 1 Year | 36.67% | 27.43% |
| 3 Year | 19.99% | 16.37% |
| 5 Year | 20.85% | 20.21% |
| Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.48% | 10.54% |
| 3 Year | 34.65% | 26.45% |
| 5 Year | 67.29% | 61.94% |
| Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 21% | 21.29% |
| 3 Year | 53.22% | 50.83% |
| 5 Year | 76.33% | 69.64% |
| Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.5% | 11.02% |
| Sharp | 1.01% | 0.82% |
| Beta | 0.96% | 0.82% |
| Alpha | 0.31% | -1.45% |
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| Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Sailesh Jain | Bhupesh Kalyani |
| Total AUM | ₹17041 Cr | ₹2742 Cr |
| Fund Manage | 7 | 13 |
| Tata ELSS Tax Saver Fund-Growth-Regular Plan | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
| Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Large Cap | 59.14 | 61.99 |
| Others | 2.77 | 4.77 |
| Mid Cap | 13.56 | 19.47 |
| Small Cap | 24.53 | 13.77 |
| Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Financial | 28.11 | 25.89 |
| Energy | 8.18 | 6.57 |
| Technology | 7.33 | 6.15 |
| Construction | 6.73 | 4.99 |
| Communication | 3.3 | 2.54 |
| Others | 2.54 | 2.44 |
| Automobile | 10.21 | 5.87 |
| Capital Goods | 7.31 | 9.13 |
| Consumer Staples | 2.74 | 4.43 |
| Healthcare | 4.5 | 7.85 |
| Materials | 5.07 | 1.84 |
| Consumer Discretionary | 1.59 | 2.48 |
| Metals & Mining | 2.8 | 1.61 |
| Insurance | 2.4 | 3.19 |
| Services | 5.23 | 10.2 |
| Chemicals | 1.96 | 2.98 |
| Textiles | - | 1.08 |
| Diversified | - | 0.76 |
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