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

Link copied to clipboard!

tortoise-icon Tata ELSS Tax Saver Fund-Growth-Regular Plan

Invest Now

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

Invest Now

Chart Comparison

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

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) ₹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

Trailing Lumpsum Returns

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month -6.06% -3.68%
6 Month 9.81% 7.32%
1 Year 27.59% 19.66%
3 Year 14.5% 11.71%
5 Year 17.53% 17.49%

SIP Return Analysis

Scheme Name Tata ELSS Tax Saver Fund-Growth-Regular Plan PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month - -
1 Year 22.82% 15.18%
3 Year 22.26% 16.4%
5 Year 21.66% 19.17%

Rolling Lumpsum Returns

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%

Risk Management

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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

Market Cap

Scheme Name

Tata ELSS Tax Saver Fund-Growth-Regular Plan

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

Others 2.77 4.77
Large Cap 59.14 61.99
Small Cap 24.53 13.77
Mid Cap 13.56 19.47

Sector Allocation

Scheme Name

Tata ELSS Tax Saver Fund-Growth-Regular Plan

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

Others 2.54 2.44
Communication 3.3 2.54
Energy 8.18 6.57
Technology 7.33 6.15
Healthcare 4.5 7.85
Automobile 10.21 5.87
Consumer Staples 2.74 4.43
Construction 6.73 4.99
Financial 28.11 25.89
Metals & Mining 2.8 1.61
Materials 5.07 1.84
Services 5.23 10.2
Capital Goods 7.31 9.13
Insurance 2.4 3.19
Chemicals 1.96 2.98
Consumer Discretionary 1.59 2.48
Diversified - 0.76
Textiles - 1.08

Top Comparisons

BANDHAN Infrastructure Fund - Regular Plan - Growth BANDHAN Infrastructure Fund - Regular Plan - Growth

3Y Returns26.57%

VS

DSP India T.I.G.E.R. Fund - Regular Plan - Growth DSP India T.I.G.E.R. Fund - Regular Plan - Growth

3Y Returns29.11%

Compare Now

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

3Y Returns0%

VS

UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns5.71%

Compare Now

SBI Nifty Next 50 Index Fund - Regular Plan - Growth SBI Nifty Next 50 Index Fund - Regular Plan - Growth

3Y Returns15.73%

VS

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

3Y Returns15.52%

Compare Now

Invesco India GILT Fund - Growth Invesco India GILT Fund - Growth

3Y Returns5.97%

VS

Canara Robeco Gilt Fund - Regular Plan - Growth Option Canara Robeco Gilt Fund - Regular Plan - Growth Option

3Y Returns5.58%

Compare Now
Request call back
Add to Cart Successfully