Parag Parikh Tax Saver Fund Regular vs ITI ELSS Tax Saver Fund Regular compare

Overview

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Parag Parikh Tax Saver Fund Regular - Growth
Fund	ITI ELSS Tax Saver Fund Regular - Growth	Parag Parikh Tax Saver Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹363 Cr	₹3731 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹500	₹500
Launch Date	18 Oct 2019	05 Jul 2019
Category	ELSS	ELSS
Fund Type	Open-ended	Open-ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	%	%
Expense Ratio	2.3	1.71
Manager	Vishal Jajoo	Rajeev Thakkar
ISIN Code	INF00XX01374	INF879O01092
Exits Load	Nil/365	Nil/365

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Parag Parikh Tax Saver Fund Regular - Growth
1 Month	2.62%	1.82%
6 Month	22.96%	15.27%
1 Year	57.89%	37.41%
3 Year	21.67%	21.31%
5 Year	-	24.85%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Parag Parikh Tax Saver Fund Regular - Growth
6 Month	-	-
1 Year	25.56%	13.16%
3 Year	54.01%	35.74%
5 Year	80.34%	78.64%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Parag Parikh Tax Saver Fund Regular - Growth
1 Year	24.07%	24.55%
3 Year	59.02%	60.04%
5 Year	84.68%	82.53%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Parag Parikh Tax Saver Fund Regular - Growth
Standard Deviation	12.51%	9.65%
Sharp	1.03%	1.4%
Beta	0.83%	0.66%
Alpha	1.91%	5.01%

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Parag Parikh Tax Saver Fund Regular - Growth
Name	Vishal Jajoo	Rajeev Thakkar
Total AUM	₹762 Cr	₹0 Cr
Fund Manage	3	5
	ITI ELSS Tax Saver Fund Regular - Growth	Parag Parikh Tax Saver Fund Regular - Growth

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Parag Parikh Tax Saver Fund Regular - Growth
Others	6.74	17.59
Large Cap	49.09	64.26
Small Cap	28.6	10.65
Mid Cap	15.57	7.5

Scheme Name	ITI ELSS Tax Saver Fund Regular - Growth	Parag Parikh Tax Saver Fund Regular - Growth
Others	1.76	10.54
Telecom - Services	11.75	-
Petroleum Products	2.08	-
Electrical Equipment	1.65	-
Construction	6.35	-
Industrial Manufacturing	1.13	-
Textiles & Apparels	3.11	-
Banks	11.64	-
IT - Software	4.69	-
Paper, Forest & Jute Products	2.3	-
Aerospace & Defense	1.69	-
Automobiles	5.91	-
Finance	3.86	-
Diversified FMCG	1.21	-
Pharmaceuticals & Biotechnology	0.66	-
Industrial Products	9.98	-
Realty	4.94	-
Ferrous Metals	3.18	-
Chemicals & Petrochemicals	1.12	-
Auto Components	2.29	-
Engineering Services	0.61	-
Power	4.81	-
Transport Services	3.53	-
Commercial Services & Supplies	1.84	-
Retailing	7.91	-
Financial	-	36.57
Technology	-	13.73
Healthcare	-	3.51
Services	-	2.08
Consumer Staples	-	6.76
Energy	-	7.26
Capital Goods	-	0.23
Automobile	-	11.08
Materials	-	6.44
Metals & Mining	-	1.8