PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Category: Equity: ELSS |
Launch Date: 11-12-2015 |
Asset Class: Equity |
Benchmark: NIFTY 500 TRI |
Expense Ratio: 0.0% As on (31-07-2025) |
Status: Open Ended Schemes |
Minimum Investment: 500.0 |
Minimum Topup: 500.0 |
Total Assets: 779.08 Cr As on (31-07-2025) |
Turn over: 45 |
35.14
0.18 (0.5122%)
13.81%
NIFTY 500 TRI 12.48%
PERFORMANCE of PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Scheme Performance (%) Data as on - 19-08-2025
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | 3.81 | 13.67 | 19.67 | - | 13.81 |
NIFTY 500 TRI | 0.68 | 15.91 | 20.89 | 13.73 | 12.48 |
Equity: ELSS | 0.02 | 16.62 | 20.43 | 13.14 | 14.81 |
Yearly Performance (%)
Fund Managers
Mr. Vivek Sharma, Mr. Utsav Mehta, Mr. Vinay Paharia and Mr. Bhupesh Kalyani
Investment Objective
The primary objective of the Scheme is to generate long-term capital appreciation by predominantly investing in equity & equity related instruments and to enable eligible investors to avail deduction from total income, as permitted under the Income Tax Act, 1961 as amended from time to time. However, there is no assurance that the investment objective shall be realized.
RETURNS CALCULATOR for PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Key Performance and Risk Statistics of PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | 11.02 | 0.73 | -0.88 | 0.84 | - | - |
Equity: ELSS | - | - | - | - | - | - |
PEER COMPARISION
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|---|
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | 11-12-2015 | 3.81 | 14.15 | 13.67 | 19.67 | 0.0 |
HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 7.93 | 23.44 | 18.97 | 21.95 | 12.87 |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 7.53 | 23.14 | 0.0 | 0.0 | 0.0 |
HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 6.38 | 24.29 | 22.01 | 24.81 | 13.33 |
Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 6.34 | 20.73 | 18.57 | 22.07 | 0.0 |
ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 4.37 | 19.11 | 16.32 | 20.8 | 12.92 |
Sundaram ELSS Tax Saver Fund Regular Growth | 01-01-2013 | 4.16 | 16.95 | 15.38 | 20.52 | 13.49 |
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option | 29-03-1996 | 4.01 | 17.81 | 13.88 | 14.18 | 10.46 |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth | 10-05-2005 | 3.68 | 14.57 | 13.46 | 18.99 | 11.2 |
Axis ELSS Tax Saver Fund - Regular Plan - Growth | 05-12-2009 | 3.41 | 18.6 | 12.21 | 15.65 | 11.43 |
PORTFOLIO ANALYSIS of PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
Portfolio as on