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) | ₹749 Cr | ₹4572 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 | 0.85% | 3.21% |
6 Month | -2.88% | 2.05% |
1 Year | 6.53% | 12.84% |
3 Year | 17.06% | 21.86% |
5 Year | 22.42% | 26.24% |
SIP Return Analysis
Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
6 Month | 5.9% | 7.08% |
1 Year | 5.97% | 11.31% |
3 Year | 13.42% | 19.28% |
5 Year | 15.05% | 19.69% |
Rolling Lumpsum Returns
Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Year | 13.11% | 23.61% |
3 Year | 14.36% | 22.24% |
5 Year | 14.86% | 24.07% |
Risk Management
Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Standard Deviation | 12.863% | 10.084% |
Sharp | 0.332% | 0.992% |
Beta | 0.854% | 0.659% |
Alpha | -1.233% | 4.826% |
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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 | 3.45 | 19.06 |
Large Cap | 61.08 | 70.53 |
Mid Cap | 22.44 | 2.51 |
Small Cap | 13.04 | 7.9 |
Sector Allocation
Scheme Name |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 3.41 | 18.87 |
Energy | 5.97 | 6.06 |
Technology | 12.35 | 13.18 |
Industrials | 13.28 | 0.73 |
Consumer Cyclical | 9.53 | 14.3 |
Healthcare | 11.12 | 4.43 |
Financial Services | 26.74 | 31.18 |
Basic Materials | 7.34 | 0.28 |
Consumer Defensive | 6.12 | 5.07 |
Real Estate | 0.47 | - |
Communication Services | 3.68 | - |
Utilities | - | 5.91 |
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