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) | ₹15519 Cr | ₹784 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 | 0.07% | -0.4% |
| 6 Month | 2.58% | 1.06% |
| 1 Year | 5.87% | 2.18% |
| 3 Year | 18.14% | 13.1% |
| 5 Year | 19.14% | 15.61% |
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 | -0.32% | -1.3% |
| 1 Year | 8.65% | 4.35% |
| 3 Year | 13.86% | 9.81% |
| 5 Year | 15.49% | 11.67% |
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 | 10.13% | 11.49% |
| 3 Year | 12.82% | 14.16% |
| 5 Year | 14.28% | 15.52% |
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% | 11.72% |
| Sharp | 0.8% | 0.46% |
| Beta | 0.99% | 0.84% |
| Alpha | 0.74% | -1.85% |
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 | 4.12 | 10.63 |
| Large Cap | 64.53 | 57.57 |
| Mid Cap | 14.17 | 18.68 |
| Small Cap | 17.18 | 13.12 |
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 | 0.83 | 2.44 |
| Communication Services | 3.85 | 3.98 |
| Energy | 5.33 | 7.07 |
| Industrials | 9.89 | 11.28 |
| Technology | 4.99 | 9.8 |
| Financial Services | 36.78 | 30.04 |
| Consumer Cyclical | 11.56 | 12.03 |
| Healthcare | 6.45 | 10.48 |
| Basic Materials | 3.48 | 6.74 |
| Utilities | 6.38 | - |
| Consumer Defensive | 10.46 | 5.67 |
| Real Estate | - | 0.47 |
Top Comparisons
HSBC Conservative Hybrid Fund - Regular Growth
3Y Returns9.94%
Sundaram Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns7.25%
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.75%
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.6%
Bandhan Short Duration Fund - Regular Plan - Growth
3Y Returns7.39%
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns7.39%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns%
HSBC Multi Cap Fund - Regular - Growth
3Y Returns0%