PGIM India ELSS Tax Saver Fund vs SBI Long Term Equity Fund compare

Compare Up to 4 FundsFree Analysis
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
ELSSvery high Risk
SBI ELSS Tax Saver Fund - Regular Plan- Growth
ELSSmedium Risk

Our Verdict

Detailed analysis of historical returns and portfolio quality for smart mutual fund choices.

Returns (5Y)
14.4 %
Expense Ratio
2.25 %
The trade-off:

Log in to reveal the best fund for you — carefully selected using your personalized MYSIP suggestions.

Verdict Lock
Returns (5Y)
20.91 %
Expense Ratio
1.59 %
The trade-off:

Log in to reveal the best fund for you — carefully selected using your personalized MYSIP suggestions.

Verdict Lock

Fund Performance Track

Comprehensive breakdown of returns, risk, and portfolio quality.

Loading Chart Animation

Complete Fund Review

Full comparison of risk metrics, volatility and portfolio composition for optimal fund choice.

Download in
METRICS
SBI ELSS Tax Saver Fund - Regular Plan- Growth
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option

Basic Overview

Current NAV
₹ 441.68
₹ 33.55
Benchmark
BSE 500 TRI
NIFTY 500 TRI
Fund Size (AUM)
₹32609 Cr
₹768 Cr
Expense Ratio
1.59%
2.25%
Launch Date
31 Mar 1993
11 Dec 2015

SIP Returns

1 Year Return
11.94%
5.39%
3 Year Return
16.46%
8.78%
5 Year Return
19.51%
10.82%
Since Inception
13.96%
15.47%

Trailing Returns

1 Month Return
-1.93%
-3.37%
3 Month Return
1.14%
-4.17%
1 Year Return
7.9%
2.91%
3 Year Return
23.87%
11.37%
5 Year Return
20.91%
14.4%

Rolling Returns

1 Year Return
00
00
3 Year Return
00
00
5 Year Return
00
00

Risk Metrics (Standard)

Alpha
6.49
-2.78
Beta
0.95
0.85
Sharpe Ratio
1.31
0.55
Standard Deviation
13.09
11.02

Investment & Taxes

Min SIP Amount
₹ 500
₹ 500
Min Lumpsum
₹ 500
₹ 500
Exit Load
Data not available./365
Data not available./365
Taxation
As per Equity rules
As per Equity rules

Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

insight icons
Defense ScoreAbility to resist market falls
SBI ELSS Tax Saver Fund - Regular Plan- Growth3 /100
Outstanding protection during market downturns.
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option3 /100
More vulnerable during market declines.
insight icons
Worst CaseMax loss in a single year (Since Inception)
insight icons
Recovery SpeedHow fast it bounces back
Unlock Risk Analysis

See the most challenging moments of the mutual funds during major market crashes to do an informed risk assessment for your investments.

Annual Performance History

Track mutual fund yearly performance, benchmark comparisons and peer rankings to spot consistency for smart investment choices.

Little Investments, Big Wins

Slide to see how monthly investments grow big with top funds, unlock the power of compounding for your financial future.

MONTHLY INVESTMENT
50k
TENURE
5
Projected Wealth
Investment Amount : 50,000
Tenure : 5 Yrs.
Login to see premium fund details
0+0.00%
Premium Fund Performance Hidden
0+0.00%
Unlock to view SIP projections
0+0.00%
Unlock to view SIP projections
0+0.00%
Note: All returns displayed are calculated on an annualized basis.
See Your Future Wealth

Unlock to compare the final corpus and find the winning fund.

Trending Mutual Fund Comparisons

See most competing funds side-by-side, popular picks for SIPs, retirement and growth goals.

Still Confused?

We’ll analyze your risk profile and 30+ other factors to recommend the best fund for you.

TALK TO OUR EXPERTS

Personalised for your portfolio

Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option had a 5-year average annual growth rate of 14.4%, while SBI ELSS Tax Saver Fund - Regular Plan- Growth's was 20.91%. SBI ELSS Tax Saver Fund - Regular Plan- Growth is better for long-term growth.