PGIM India ELSS Tax Saver Fund vs Parag Parikh Tax Saver Fund Regular compare
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Parag Parikh Tax Saver Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Fund | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹757 Cr | ₹5639 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 11 Dec 2015 | 24 Jul 2019 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 24% | % |
Expense Ratio | 2.25 | 1.73 |
Manager | Bhupesh Kalyani | Rajeev Thakkar |
ISIN Code | INF663L01FQ8 | INF879O01092 |
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 | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Month | -0.65% | -1.09% |
6 Month | 9.99% | 9.67% |
1 Year | 0.95% | 3.19% |
3 Year | 14.05% | 18.19% |
5 Year | 19.31% | 20.28% |
SIP Return Analysis
Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
6 Month | 0.78% | 0.74% |
1 Year | 8.42% | 9.19% |
3 Year | 11.51% | 15.7% |
5 Year | 12.88% | 17.01% |
Rolling Lumpsum Returns
Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Year | 12.21% | 21.83% |
3 Year | 14.43% | 22.06% |
5 Year | 15.22% | 24% |
Risk Management
Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Standard Deviation | 11.90% | 9.75% |
Sharp | 0.55% | 1.10% |
Beta | 0.87% | 0.69% |
Alpha | -1.09% | 4.55% |
Fund Managers
Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Name | Bhupesh Kalyani | Rajeev Thakkar |
Total AUM | ₹2742 Cr | ₹0 Cr |
Funds Managed | 13 | 5 |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
Market Cap
Scheme Name |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 8.94 | 14.42 |
Large Cap | 57.31 | 71.03 |
Mid Cap | 20.42 | 1.05 |
Small Cap | 13.32 | 13.49 |
Sector Allocation
Scheme Name |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 3.64 | 14.42 |
Energy | 6.29 | 5.57 |
Technology | 9.85 | 11.16 |
Industrials | 11.09 | 1.01 |
Consumer Cyclical | 12.74 | 9.13 |
Healthcare | 11.16 | 4.33 |
Financial Services | 28.78 | 36.56 |
Basic Materials | 7.48 | 0.54 |
Consumer Defensive | 4.88 | 7.75 |
Real Estate | 0.42 | - |
Communication Services | 3.68 | 3.58 |
Utilities | - | 5.96 |
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