FundLens
36
ELSS (Tax Saver)Avoid

PGIM India ELSS Tax Saver

PGIM India · Direct–Growth · rank #28 of 38 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
-1.7%
+0.4% vs index
3 Years
8.9%
-0.9% vs index
5 Years
10.1%
+0.6% vs index
Since launch
13.7%

Year-by-year performance

last entry = YTD
2021
+39.1%
2022
+6.2%
2023
+21.3%
2024
+17.4%
2025
+3.5%
2026
-0.5%

Why this score

PGIM India ELSS Tax Saver scores 36/100 — #28 of 38 ELSS (Tax Saver) fund (Avoid). It stands out for volatility — beating 74% of peers on volatility. The main drag is its 3y return (better than only 27% of peers).

Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.

3Y return8.89% · 27th percentile in category
Sharpe ratio0.18 · 23rd percentile in category
5Y return10.06% · 37th percentile in category
Volatility13.24 · 74th percentile in category
Alpha-1.84 · 23rd percentile in category
Sortino ratio0.25 · 24th percentile in category

Top holdings

top 5 = 24.1% of portfolio
1.ICICI Bank Ltd7.24%
2.HDFC Bank Ltd6.61%
3.Bharti Airtel Ltd3.73%
4.Reliance Industries Ltd3.34%
5.Infosys Ltd3.16%

90 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

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