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 | -3.21% | -2.38% |
6 Month | -12.36% | -6.07% |
1 Year | 4.65% | 7.74% |
3 Year | 13.59% | 16.88% |
5 Year | 18.16% | 23.32% |
SIP Return Analysis
Scheme Name | Tata ELSS Tax Saver Fund-Growth-Regular Plan | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
6 Month | -10.12% | -4.99% |
1 Year | -15.16% | -3.63% |
3 Year | 10.74% | 15.57% |
5 Year | 14.53% | 18.72% |
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 |
Fund Manage | 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 | 5.11777 | 19.05876 |
Large Cap | 60.14438 | 70.5315 |
Small Cap | 24.69248 | 7.90237 |
Mid Cap | 10.04536 | 2.50739 |
Sector Allocation
Scheme Name |
Tata ELSS Tax Saver Fund-Growth-Regular Plan |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 4.53984 | 18.87034 |
Communication Services | 3.73894 | - |
Energy | 5.18866 | 6.0551 |
Technology | 7.94897 | 13.17871 |
Basic Materials | 7.20543 | 0.27812 |
Consumer Cyclical | 16.19659 | 14.2996 |
Industrials | 13.81336 | 0.72553 |
Financial Services | 31.01634 | 31.17912 |
Healthcare | 3.54409 | 4.43014 |
Real Estate | 2.77939 | - |
Utilities | 2.54241 | 5.91397 |
Consumer Defensive | 1.48597 | 5.06939 |
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