PGIM India ELSS Tax Saver Fund vs DSP ELSS Tax Saver Fund compare
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
DSP ELSS Tax Saver Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Fund | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹784 Cr | ₹17570 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 11 Dec 2015 | 18 Jan 2007 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 24% | 35% |
| Expense Ratio | 2.25 | 1.64 |
| Manager | Bhupesh Kalyani | Rohit Singhania |
| ISIN Code | INF663L01FQ8 | INF740K01185 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.99% | -0.16% |
| 6 Month | 2.25% | 4.81% |
| 1 Year | 0.66% | 5.33% |
| 3 Year | 11.51% | 19.17% |
| 5 Year | 15.55% | 19.65% |
SIP Return Analysis
| Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.3% | 2.16% |
| 1 Year | 4.35% | 11.27% |
| 3 Year | 9.81% | 16.91% |
| 5 Year | 11.67% | 17.37% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.49% | 13.72% |
| 3 Year | 14.16% | 16.78% |
| 5 Year | 15.52% | 16.13% |
Risk Management
| Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.72% | 12.57% |
| Sharp | 0.46% | 0.96% |
| Beta | 0.84% | 0.96% |
| Alpha | -1.85% | 3.04% |
Fund Managers
| Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Name | Bhupesh Kalyani | Rohit Singhania |
| Total AUM | ₹2742 Cr | ₹46862 Cr |
| Funds Managed | 13 | 7 |
| PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 10.63 | 7 |
| Large Cap | 57.57 | 65.06 |
| Mid Cap | 18.68 | 16.26 |
| Small Cap | 13.12 | 11.68 |
Sector Allocation
| Scheme Name |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.44 | 0.91 |
| Energy | 7.07 | 5.34 |
| Technology | 9.8 | 9.63 |
| Industrials | 11.28 | 4.75 |
| Consumer Cyclical | 12.03 | 9.87 |
| Healthcare | 10.48 | 9.15 |
| Financial Services | 30.04 | 39.1 |
| Basic Materials | 6.74 | 7.89 |
| Consumer Defensive | 5.67 | 4.71 |
| Real Estate | 0.47 | - |
| Communication Services | 3.98 | 5.02 |
| Utilities | - | 3.61 |
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