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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Get Free Experts GuidanceScheme 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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