36
ELSS (Tax Saver)Avoid
PGIM India ELSS Tax Saver
PGIM India · Direct–Growth · rank #29 of 38 by Smart Score
Data updated
Trailing returns
1 Year
-4.4%
+0.3% vs index
3 Years
8.6%
-0.8% vs index
5 Years
8.6%
+0.7% vs index
Since launch
13.3%
Year-by-year performance
2021
+39.1%+8.4% vs index
2022
+6.2%+2.4% vs index
2023
+21.3%-5.3% vs index
2024
+17.4%+1.7% vs index
2025
+3.5%-4.1% vs index
2026
-3.3%+2.8% vs index
Why this score
PGIM India ELSS Tax Saver scores 36/100 — #29 of 38 ELSS (Tax Saver) fund (Avoid). It stands out for volatility — beating 77% of peers on volatility. The main drag is its 3y return (better than only 26% of peers).
Each bar shows the fund's percentile vs ELSS (Tax Saver) peers — a longer bar beats more of the category.
3Y return8.57% · 26th percentile in category
Sharpe ratio0.16 · 24th percentile in category
Volatility13.32 · 77th percentile in category
Alpha-1.72 · 20th percentile in category
Sortino ratio0.21 · 24th percentile in category
5Y return8.61% · 40th percentile in category
Top holdings
1.HDFC Bank Ltd7.01%
2.ICICI Bank Ltd6.98%
3.Bharti Airtel Ltd3.84%
4.Reliance Industries Ltd3.29%
5.Bajaj Finance Ltd2.95%
88 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.