PGIM India ELSS Tax Saver Fund vs NIPPON INDIA ELSS TAX SAVER FUND compare
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹15060 Cr | ₹757 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 21 Sep 2005 | 11 Dec 2015 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 23% | 24% |
| Expense Ratio | 1.69 | 2.25 |
| Manager | Ashutosh Bhargava | Bhupesh Kalyani |
| ISIN Code | INF204K01GK4 | INF663L01FQ8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.63% | 1.06% |
| 6 Month | 8.09% | 4.43% |
| 1 Year | 2.19% | 2.63% |
| 3 Year | 17.33% | 12.38% |
| 5 Year | 21.99% | 18.7% |
SIP Return Analysis
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.51% | 2.48% |
| 1 Year | 15.28% | 10.33% |
| 3 Year | 16.19% | 11.98% |
| 5 Year | 16.85% | 13% |
Rolling Lumpsum Returns
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.51% | 12.21% |
| 3 Year | 12.51% | 14.43% |
| 5 Year | 14.06% | 15.22% |
Risk Management
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.81% | 11.77% |
| Sharp | 0.88% | 0.52% |
| Beta | 1% | 0.84% |
| Alpha | 1.22% | -1.81% |
Fund Managers
| Scheme Name | NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Ashutosh Bhargava | Bhupesh Kalyani |
| Total AUM | ₹121448 Cr | ₹2742 Cr |
| Funds Managed | 12 | 13 |
| NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.61 | 10.36 |
| Large Cap | 70.77 | 56.74 |
| Mid Cap | 15.34 | 19.76 |
| Small Cap | 13.28 | 13.13 |
Sector Allocation
| Scheme Name |
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.61 | 4.82 |
| Telecom - Services | 2.79 | - |
| Petroleum Products | 2.73 | - |
| Industrial Products | 3.07 | - |
| IT - Software | 4.75 | - |
| Construction | 1.7 | - |
| Finance | 9.37 | - |
| Banks | 23.04 | - |
| Leisure Services | 1.47 | - |
| Pharmaceuticals & Biotechnology | 4.16 | - |
| Healthcare Services | 1.5 | - |
| Cement & Cement Products | 2.64 | - |
| Capital Markets | 2.52 | - |
| Chemicals & Petrochemicals | 1.51 | - |
| Power | 6.24 | - |
| Insurance | 5.18 | - |
| Diversified FMCG | 1.92 | - |
| Consumer Durables | 2.49 | - |
| Entertainment | 0.71 | - |
| Agricultural Food & other Products | 1.05 | - |
| Retailing | 4.26 | - |
| Electrical Equipment | 1.9 | - |
| Beverages | 5.75 | - |
| Auto Components | 4.07 | - |
| Diversified | 0.95 | - |
| Consumable Fuels | 1.76 | - |
| Transport Services | 1.86 | - |
| 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 |
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