PGIM India ELSS Tax Saver Fund vs ITI ELSS Tax Saver Fund Regular compare

PGIM India ELSS Tax Saver Fund vs ITI ELSS Tax Saver Fund Regular compare

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ITI ELSS Tax Saver Fund Regular - Growth

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

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Chart Comparison

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

Overview

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Fund	ITI ELSS Tax Saver Fund Regular - Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹440 Cr	₹768 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	18 Oct 2019	11 Dec 2015
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	%	24%
Expense Ratio	2.32	2.25
Manager	Vishal Jajoo	Bhupesh Kalyani
ISIN Code	INF00XX01374	INF663L01FQ8
Exits Load	Data not available./365	Data not available./365

Trailing Lumpsum Returns

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month	-5.31%	-3.37%
6 Month	-4.86%	-4.17%
1 Year	5.25%	2.91%
3 Year	18.44%	11.37%
5 Year	14.38%	14.4%

SIP Return Analysis

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	0.66%	-0.06%
1 Year	9.98%	5.39%
3 Year	13.32%	8.78%
5 Year	15.03%	10.82%

Rolling Lumpsum Returns

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	15.05%	11.28%
3 Year	18.74%	14.13%
5 Year	19.11%	15.47%

Risk Management

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation	12.51%	11.02%
Sharp	0.88%	0.55%
Beta	1.1%	0.85%
Alpha	1.55%	-2.78%

Fund Managers

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Name	Vishal Jajoo	Bhupesh Kalyani
Total AUM	₹762 Cr	₹2742 Cr
Funds Managed	3	13
	ITI ELSS Tax Saver Fund Regular - Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	12.03	17.49
Small Cap	46.32	10.88
Large Cap	36.41	50.82
Mid Cap	5.24	20.81

Sector Allocation

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	1.04	2.15
Communication Services	1.92	4.88
Consumer Defensive	2.59	6.04
Industrials	25.53	10.37
Financial Services	32.7	31.23
Healthcare	2.61	8.91
Real Estate	5.65	0.51
Technology	6.15	9.44
Basic Materials	7.66	6.75
Consumer Cyclical	9.27	13.51
Utilities	4.89	-
Energy	-	6.22

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