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	4.91%	0.86%
1 Year	18.28%	7.78%
3 Year	14.6%	10.03%
5 Year	14.9%	11.53%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
1 Year	12.29%	11.37%
3 Year	15.06%	14.14%
5 Year	14.19%	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	2.85	2.42
Large Cap	61.3	65.06
Small Cap	19.45	13.96
Mid Cap	16.4	18.56

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Others	2.85	2.42
Telecom - Services	6.15	3.98
Petroleum Products	4.41	7.07
IT - Software	6.32	6.25
Pharmaceuticals & Biotechnology	4.75	5.92
Household Products	0.4	0.62
Construction	3.52	2.65
Finance	5.69	4.47
Minerals & Mining	1.49	-
Diversified FMCG	0.64	0.84
Non - Ferrous Metals	1.52	-
Banks	22.27	19.74
Leisure Services	1.88	0.04
Cement & Cement Products	2.84	3.1
Capital Markets	2.14	2.26
Healthcare Equipment & Supplies	0.16	-
Insurance	3.58	3.58
Auto Components	8.49	3.79
Electrical Equipment	1.45	1.3
Agricultural, Commercial & Construction Vehicles	0.56	-
Realty	2.2	0.47
Aerospace & Defense	1.22	1.77
Industrial Products	5.34	-
Consumer Durables	0.76	5.26
Consumable Fuels	0.95	-
Fertilizers & Agrochemicals	1.06	-
Transport Services	1.05	1.69
Retailing	1.62	3.82
Power	2.35	-
Beverages	1.11	2.53
Healthcare Services	1.23	3.72
Chemicals & Petrochemicals	-	3.41
Other Consumer Services	-	0.81
Commercial Services & Supplies	-	1.74
IT - Services	-	0.83
Automobiles	-	2.69
Financial Technology (Fintech)	-	0.53
Agricultural Food & other Products	-	0.85
Food Products	-	0.63
Textiles & Apparels	-	1.22