PGIM India ELSS Tax Saver Fund vs Tata ELSS Tax Saver Fund compare

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Tata ELSS Fund - Regular Plan - Growth Option

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PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Fund	Tata ELSS Fund - Regular Plan - Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹4795 Cr	₹784 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹500	₹500
Launch Date	13 Oct 2014	11 Dec 2015
Category	ELSS	ELSS
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	20%	24%
Expense Ratio	1.82	2.25
Manager	Sailesh Jain	Bhupesh Kalyani
ISIN Code	INF277K01I52	INF663L01FQ8
Exits Load	Data not available./365	Data not available./365

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Month	1.39%	-0.31%
6 Month	4.66%	-0.56%
1 Year	4.56%	0.77%
3 Year	16.1%	12.18%
5 Year	16.73%	15.19%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
6 Month	3.63%	0.38%
1 Year	15%	6.54%
3 Year	13.98%	9.89%
5 Year	14.73%	11.64%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	12.33%	11.49%
3 Year	15.02%	14.16%
5 Year	14.15%	15.52%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Standard Deviation	12.5%	11.02%
Sharp	0.7%	0.54%
Beta	0.97%	0.85%
Alpha	-0.5%	-2.16%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Name	Sailesh Jain	Bhupesh Kalyani
Total AUM	₹17041 Cr	₹2742 Cr
Funds Managed	7	13
	Tata ELSS Fund - Regular Plan - Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	10.14	10.63
Large Cap	58.47	57.57
Small Cap	18.46	13.12
Mid Cap	12.93	18.68

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	2.83	2.44
Communication Services	6.15	3.98
Energy	5.36	7.07
Technology	7.47	9.8
Basic Materials	7.08	6.74
Industrials	14.08	11.28
Financial Services	33.69	30.04
Consumer Defensive	1.75	5.67
Healthcare	4.49	10.48
Consumer Cyclical	12.56	12.03
Real Estate	2.2	0.47
Utilities	2.35	-