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) | ₹779 Cr | ₹5538 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 | 2.54% | 3.11% |
6 Month | 13.73% | 12.6% |
1 Year | 0.06% | 4.54% |
3 Year | 12.78% | 17.99% |
5 Year | 20.09% | 22.35% |
SIP Return Analysis
Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
6 Month | 2.95% | 3.91% |
1 Year | 9.6% | 12.64% |
3 Year | 12.59% | 17.51% |
5 Year | 13.72% | 18.12% |
Rolling Lumpsum Returns
Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Year | 12.63% | 22.57% |
3 Year | 14.62% | 22.15% |
5 Year | 15.06% | 24.48% |
Risk Management
Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Standard Deviation | 12.03% | 9.79% |
Sharp | 0.50% | 1.07% |
Beta | 0.86% | 0.68% |
Alpha | -0.27% | 5.51% |
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 | 9.42 | 15.23 |
Large Cap | 57.5 | 71.06 |
Mid Cap | 19.9 | 1.27 |
Small Cap | 13.18 | 12.44 |
Sector Allocation
Scheme Name |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 5.55 | 15.23 |
Energy | 6.31 | 5.58 |
Technology | 9.61 | 11.22 |
Industrials | 11.01 | 1 |
Consumer Cyclical | 11.84 | 15.94 |
Healthcare | 10.86 | 4.36 |
Financial Services | 29.47 | 29.49 |
Basic Materials | 6.3 | 0.59 |
Consumer Defensive | 4.99 | 7 |
Real Estate | 0.4 | - |
Communication Services | 3.65 | 3.62 |
Utilities | - | 5.97 |
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