Parag Parikh Tax Saver Fund Regular vs HDFC ELSS Tax saver Fund compare

Overview

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Parag Parikh Tax Saver Fund Regular - Growth
Fund	HDFC ELSS Tax saver Fund - Growth Plan	Parag Parikh Tax Saver Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹15678 Cr	₹3731 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹500	₹500
Launch Date	05 Mar 1996	05 Jul 2019
Category	ELSS	ELSS
Fund Type	Open Ended	Open-ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	36.4%	%
Expense Ratio	1.73	1.71
Manager	Dhruv Muchhal	Rajeev Thakkar
ISIN Code	INF179K01BB8	INF879O01092
Exits Load	Nil/365	Nil/365

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Parag Parikh Tax Saver Fund Regular - Growth
1 Month	1.2%	1.82%
6 Month	19.01%	15.27%
1 Year	47.09%	37.41%
3 Year	25.91%	21.31%
5 Year	23.51%	24.85%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Parag Parikh Tax Saver Fund Regular - Growth
6 Month	-	-
1 Year	20.44%	13.16%
3 Year	51.61%	35.74%
5 Year	94.31%	78.64%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Parag Parikh Tax Saver Fund Regular - Growth
1 Year	24.54%	24.55%
3 Year	69.28%	60.04%
5 Year	101.07%	82.53%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Parag Parikh Tax Saver Fund Regular - Growth
Standard Deviation	11.39%	9.65%
Sharp	1.57%	1.4%
Beta	0.85%	0.66%
Alpha	6.77%	5.01%

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Parag Parikh Tax Saver Fund Regular - Growth
Name	Dhruv Muchhal	Rajeev Thakkar
Total AUM	₹520687 Cr	₹0 Cr
Fund Manage	40	5
	HDFC ELSS Tax saver Fund - Growth Plan	Parag Parikh Tax Saver Fund Regular - Growth

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Parag Parikh Tax Saver Fund Regular - Growth
Large Cap	77.32	64.26
Others	8.08	17.59
Mid Cap	7.06	7.5
Small Cap	7.54	10.65

Scheme Name	HDFC ELSS Tax saver Fund - Growth Plan	Parag Parikh Tax Saver Fund Regular - Growth
Banks	36.46	-
Others	7.82	10.54
Pharmaceuticals & Biotechnology	7.77	-
Telecom - Services	5.14	-
IT - Software	10.43	-
Insurance	4.98	-
Healthcare Services	4.59	-
Aerospace & Defense	2.35	-
Automobiles	6.42	-
Realty	2.29	-
Power	1.96	-
Agricultural, Commercial & Construction Vehicles	1.32	-
Construction	1.02	-
Retailing	0.96	-
Consumer Durables	1.79	-
Beverages	0.9	-
Oil	0.79	-
Ferrous Metals	0.78	-
IT - Services	0.64	-
Commercial Services & Supplies	0.57	-
Entertainment	0.39	-
Transport Services	0.26	-
Petroleum Products	0.2	-
Auto Components	0.17	-
Financial	-	36.57
Materials	-	6.44
Energy	-	7.26
Consumer Staples	-	6.76
Automobile	-	11.08
Technology	-	13.73
Metals & Mining	-	1.8
Healthcare	-	3.51
Services	-	2.08
Capital Goods	-	0.23