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 | 1.7% | 1.46% |
| 6 Month | 6.57% | 5.23% |
| 1 Year | 3.77% | 5.41% |
| 3 Year | 18.61% | 13.51% |
| 5 Year | 22.81% | 19.42% |
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 | 2.23% | 1.99% |
| 1 Year | 13.03% | 10.67% |
| 3 Year | 16.21% | 12.52% |
| 5 Year | 17.04% | 13.55% |
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% | 11.90% |
| Sharp | 0.88% | 0.55% |
| Beta | 1% | 0.87% |
| Alpha | 1.22% | -1.09% |
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 | 3.75 | 10.36 |
| Large Cap | 64.06 | 56.74 |
| Mid Cap | 14.93 | 19.76 |
| Small Cap | 17.25 | 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 | 0.62 | 4.82 |
| Communication Services | 3.76 | 3.69 |
| Energy | 4.49 | 6.37 |
| Industrials | 10.26 | 11.43 |
| Technology | 4.74 | 8.2 |
| Financial Services | 37.67 | 29.32 |
| Consumer Cyclical | 11.26 | 13.04 |
| Healthcare | 5.66 | 10.72 |
| Basic Materials | 4.15 | 7.35 |
| Utilities | 6.97 | - |
| Consumer Defensive | 10.41 | 4.64 |
| Real Estate | - | 0.44 |
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