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) | ₹772 Cr | ₹5557 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 | 1.65% | 0.48% |
6 Month | 5.16% | 8.24% |
1 Year | 3.12% | 6.51% |
3 Year | 16.06% | 21.24% |
5 Year | 20.94% | 23.98% |
SIP Return Analysis
Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
6 Month | 5.62% | 4.68% |
1 Year | 8.43% | 9.79% |
3 Year | 13.78% | 18.37% |
5 Year | 15.17% | 19.1% |
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 | 12.35% | 9.78% |
Sharp | 0.88% | 1.50% |
Beta | 0.84% | 0.64% |
Alpha | -0.54% | 5.93% |
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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 | 4.63 | 14.7 |
Large Cap | 61.8 | 72.74 |
Mid Cap | 21.46 | 1.2 |
Small Cap | 12.11 | 11.36 |
Sector Allocation
Scheme Name |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 1.99 | 14.7 |
Energy | 6.65 | 5.79 |
Technology | 9.97 | 12.44 |
Industrials | 11.68 | 1.05 |
Consumer Cyclical | 11.61 | 14.98 |
Healthcare | 10.48 | 4.33 |
Financial Services | 30.25 | 29.94 |
Basic Materials | 7.2 | 0.53 |
Consumer Defensive | 5.48 | 6.31 |
Real Estate | 0.42 | - |
Communication Services | 4.28 | 3.79 |
Utilities | - | 6.13 |
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