Axis ELSS Tax Saver Fund vs Parag Parikh Tax Saver Fund Regular compare
Axis ELSS Tax Saver Fund - Regular Plan - Growth
Parag Parikh Tax Saver Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Axis ELSS Tax Saver Fund - Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Fund | Axis ELSS Tax Saver Fund - Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹34302 Cr | ₹5639 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 29 Dec 2009 | 24 Jul 2019 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 25% | % |
| Expense Ratio | 1.53 | 1.73 |
| Manager | Shreyash Devalkar | Rajeev Thakkar |
| ISIN Code | INF846K01131 | INF879O01092 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Axis ELSS Tax Saver Fund - Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Month | 1.03% | -0.36% |
| 6 Month | 7.91% | 6.13% |
| 1 Year | 4.94% | 3.98% |
| 3 Year | 13.54% | 15.98% |
| 5 Year | 13.41% | 20.16% |
SIP Return Analysis
| Scheme Name | Axis ELSS Tax Saver Fund - Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.4% | -0.38% |
| 1 Year | 10.04% | 6.59% |
| 3 Year | 13.1% | 14.09% |
| 5 Year | 11.07% | 15.9% |
Rolling Lumpsum Returns
| Scheme Name | Axis ELSS Tax Saver Fund - Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.78% | 20.96% |
| 3 Year | 14.04% | 21.93% |
| 5 Year | 16.54% | 23.65% |
Risk Management
| Scheme Name | Axis ELSS Tax Saver Fund - Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 15.43% | 9.37% |
| Sharp | 0.62% | 0.98% |
| Beta | 0.88% | 0.66% |
| Alpha | -1.47% | 3.02% |
Fund Managers
| Scheme Name | Axis ELSS Tax Saver Fund - Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Name | Shreyash Devalkar | Rajeev Thakkar |
| Total AUM | ₹166770 Cr | ₹0 Cr |
| Funds Managed | 14 | 5 |
| Axis ELSS Tax Saver Fund - Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
Market Cap
| Scheme Name |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 9 | 15.3 |
| Large Cap | 67.07 | 70.57 |
| Mid Cap | 21.2 | 1.01 |
| Small Cap | 2.73 | 13.13 |
Sector Allocation
| Scheme Name |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 2.45 | 14.38 |
| Energy | 2 | 5.68 |
| Industrials | 11.11 | 1.02 |
| Technology | 7.95 | 10.5 |
| Consumer Cyclical | 16.8 | 9.55 |
| Financial Services | 29.22 | 36.55 |
| Healthcare | 8.56 | 4.14 |
| Consumer Defensive | 4.34 | 8.16 |
| Basic Materials | 8.2 | 0.49 |
| Utilities | 2.89 | 6.05 |
| Real Estate | 1.04 | - |
| Communication Services | 5.43 | 3.49 |
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