Parag Parikh Tax Saver Fund Regular vs Tata ELSS Tax Saver Fund compare
Tata ELSS Tax Saver Fund-Growth-Regular Plan
Parag Parikh Tax Saver Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Fund | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Parag Parikh Tax Saver Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4398 Cr | ₹4572 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 13 Oct 2014 | 24 Jul 2019 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 20% | % |
Expense Ratio | 1.82 | 1.73 |
Manager | Sailesh Jain | Rajeev Thakkar |
ISIN Code | INF277K01I52 | INF879O01092 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Month | 6.08% | 4.38% |
6 Month | -8.54% | -2.54% |
1 Year | 9.24% | 13.73% |
3 Year | 13.49% | 16.73% |
5 Year | 22.69% | 26.88% |
SIP Return Analysis
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
6 Month | -5.42% | -1.97% |
1 Year | -12.53% | -2.34% |
3 Year | 11.21% | 15.69% |
5 Year | 14.27% | 18.21% |
Rolling Lumpsum Returns
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Year | 13.97% | 25.21% |
3 Year | 14.85% | 22.41% |
5 Year | 13.39% | 23.68% |
Risk Management
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Standard Deviation | 14.429% | 10.084% |
Sharp | 0.451% | 0.992% |
Beta | 0.972% | 0.659% |
Alpha | 0.237% | 4.826% |
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Fund Managers
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Name | Sailesh Jain | Rajeev Thakkar |
Total AUM | ₹17041 Cr | ₹0 Cr |
Funds Managed | 7 | 5 |
Tata ELSS Tax Saver Fund-Growth-Regular Plan | Parag Parikh Tax Saver Fund Regular - Growth |
Market Cap
Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 5.12 | 19.06 |
Large Cap | 60.14 | 70.53 |
Small Cap | 24.69 | 7.9 |
Mid Cap | 10.05 | 2.51 |
Sector Allocation
Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 4.54 | 18.87 |
Communication Services | 3.74 | - |
Energy | 5.19 | 6.06 |
Technology | 7.95 | 13.18 |
Basic Materials | 7.21 | 0.28 |
Consumer Cyclical | 16.2 | 14.3 |
Industrials | 13.81 | 0.73 |
Financial Services | 31.02 | 31.18 |
Healthcare | 3.54 | 4.43 |
Real Estate | 2.78 | - |
Utilities | 2.54 | 5.91 |
Consumer Defensive | 1.49 | 5.07 |
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