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) | ₹782 Cr | ₹5791 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 | -1.01% | 0.03% |
| 6 Month | 1.68% | 0.46% |
| 1 Year | -0.42% | 3.21% |
| 3 Year | 11.57% | 16.43% |
| 5 Year | 16% | 18.83% |
SIP Return Analysis
| Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.05% | 1.03% |
| 1 Year | 8.9% | 8.9% |
| 3 Year | 10.71% | 14.2% |
| 5 Year | 12.05% | 15.93% |
Rolling Lumpsum Returns
| Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 11.59% | 20.72% |
| 3 Year | 14.18% | 21.89% |
| 5 Year | 15.48% | 23.38% |
Risk Management
| Scheme Name | PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 11.72% | 9.38% |
| Sharp | 0.46% | 0.95% |
| Beta | 0.84% | 0.66% |
| Alpha | -1.85% | 3.20% |
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 | 9.61 | 14.44 |
| Large Cap | 57.22 | 71.06 |
| Mid Cap | 19.48 | 0.97 |
| Small Cap | 13.7 | 13.53 |
Sector Allocation
| Scheme Name |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 2.62 | 13.5 |
| Energy | 6.72 | 5.51 |
| Technology | 9.11 | 10.79 |
| Industrials | 11.52 | 2.35 |
| Consumer Cyclical | 12.66 | 9.39 |
| Healthcare | 11.49 | 4.09 |
| Financial Services | 29.51 | 35.64 |
| Basic Materials | 7.27 | 0.49 |
| Consumer Defensive | 4.74 | 8.38 |
| Real Estate | 0.46 | - |
| Communication Services | 3.9 | 3.72 |
| Utilities | - | 6.13 |
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