PGIM India ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare

Tata ELSS Tax Saver Fund-Growth-Regular Plan

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

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Overview

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)	₹4680 Cr	₹756 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	2.26
Manager	Sailesh Jain	Bhupesh Kalyani
ISIN Code	INF277K01I52	INF663L01FQ8
Exits Load	Data not available./365	Data not available./365

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month	2.31%	4.23%
6 Month	5.38%	5.22%
1 Year	20.17%	16.86%
3 Year	17.12%	14.11%
5 Year	17.8%	18.5%

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	16.24%	15.59%
3 Year	21.33%	17.35%
5 Year	21.28%	19.73%

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	13.74%	13.43%
3 Year	14.85%	15.06%
5 Year	13.09%	14.48%

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
Others	3.66	5.39
Large Cap	57.29	58.1
Small Cap	27.54	13.69
Mid Cap	11.51	22.82

Scheme Name	Tata ELSS Tax Saver Fund-Growth-Regular Plan	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	3.66	5.39
Telecom - Services	3.49	2.68
Petroleum Products	3.84	4.39
IT - Software	7.17	9.24
Pharmaceuticals & Biotechnology	4.62	5.01
Auto Components	8.63	4.28
Household Products	0.89	0.72
Construction	4.21	2.7
Finance	3.79	6.99
Minerals & Mining	1.77	-
Non - Ferrous Metals	1.32	-
Banks	21.81	15.3
Cement & Cement Products	2.9	1.84
Leisure Services	2.9	0.72
Capital Markets	1.44	2.93
Insurance	2.58	3.88
IT - Services	1.01	-
Chemicals & Petrochemicals	0.46	3.5
Automobiles	1.36	0.82
Entertainment	1.48	-
Consumer Durables	1.95	6.48
Realty	2.92	0.92
Gas	0.76	-
Aerospace & Defense	0.87	1.79
Industrial Products	3.87	1.21
Consumable Fuels	1.4	-
Fertilizers & Agrochemicals	1.44	-
Retailing	2.27	3.28
Power	3.01	-
Textiles & Apparels	0.41	0.97
Beverages	1.77	3.47
Healthcare Services	-	3.37
Electrical Equipment	-	3.77
Industrial Manufacturing	-	1.08
Personal Products	-	0.4
Food Products	-	1.66
Transport Services	-	1.21