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) | ₹757 Cr | ₹16749 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 | 2.49% | 2.25% |
| 6 Month | 4.8% | 5.49% |
| 1 Year | 5.94% | 4.27% |
| 3 Year | 12.64% | 19.38% |
| 5 Year | 19.39% | 22.79% |
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 | 2.48% | 3% |
| 1 Year | 10.33% | 11.81% |
| 3 Year | 11.98% | 17.55% |
| 5 Year | 13% | 17.64% |
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 | 12.21% | 13.91% |
| 3 Year | 14.43% | 16.51% |
| 5 Year | 15.22% | 15.97% |
Risk Management
| Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.77% | 12.57% |
| Sharp | 0.52% | 0.99% |
| Beta | 0.84% | 0.97% |
| Alpha | -1.81% | 2.88% |
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 | 10.36 | - |
| Large Cap | 56.74 | 70.42 |
| Mid Cap | 19.76 | 15.24 |
| Small Cap | 13.13 | 14.34 |
Sector Allocation
| Scheme Name |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
DSP ELSS Tax Saver Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.82 | 2.79 |
| Energy | 6.37 | - |
| Technology | 8.2 | - |
| Industrials | 11.43 | - |
| Consumer Cyclical | 13.04 | - |
| Healthcare | 10.72 | - |
| Financial Services | 29.32 | - |
| Basic Materials | 7.35 | - |
| Consumer Defensive | 4.64 | - |
| Real Estate | 0.44 | - |
| Communication Services | 3.69 | - |
| Telecom - Services | - | 4.58 |
| IT - Software | - | 8.06 |
| Cement & Cement Products | - | 1.82 |
| Construction | - | 3.94 |
| Finance | - | 3.85 |
| Consumer Durables | - | 2.77 |
| Petroleum Products | - | 3.4 |
| Diversified FMCG | - | 3.6 |
| Non - Ferrous Metals | - | 1.32 |
| Pharmaceuticals & Biotechnology | - | 7.35 |
| Banks | - | 29.06 |
| Healthcare Services | - | 2.7 |
| Chemicals & Petrochemicals | - | 1.88 |
| Automobiles | - | 3.99 |
| Transport Services | - | 0.66 |
| Insurance | - | 3.97 |
| Gas | - | 1.98 |
| Fertilizers & Agrochemicals | - | 0.88 |
| Industrial Products | - | 0.36 |
| Oil | - | 1.33 |
| Auto Components | - | 4.31 |
| Personal Products | - | 1.4 |
| Power | - | 1.93 |
| Ferrous Metals | - | 1.26 |
| Textiles & Apparels | - | 0.81 |
Top Comparisons
DSP Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns13%
Kotak Money Market Fund - (Growth)
3Y Returns7.52%
Kotak Money Market Fund - (Growth)
3Y Returns7.52%
HDFC Focused Fund - GROWTH PLAN
3Y Returns21.64%
Mirae Asset Focused Fund Regular Plan Growth
3Y Returns12.04%
SBI NIFTY Index Fund - Regular Plan - Growth
3Y Returns12.89%
LIC Nifty Next 50 Index Fund Growth
3Y Returns17.25%