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) | ₹35172 Cr | ₹5791 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 | -1.31% | -0.05% |
| 6 Month | 0.55% | -1.04% |
| 1 Year | 0.17% | 2.77% |
| 3 Year | 13.3% | 16.38% |
| 5 Year | 11.23% | 18.76% |
SIP Return Analysis
| Scheme Name | Axis ELSS Tax Saver Fund - Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.64% | 1.03% |
| 1 Year | 10.67% | 8.9% |
| 3 Year | 12.79% | 14.2% |
| 5 Year | 10.99% | 15.93% |
Rolling Lumpsum Returns
| Scheme Name | Axis ELSS Tax Saver Fund - Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.73% | 20.72% |
| 3 Year | 14.04% | 21.89% |
| 5 Year | 16.49% | 23.38% |
Risk Management
| Scheme Name | Axis ELSS Tax Saver Fund - Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 15.43% | 9.38% |
| Sharp | 0.63% | 0.95% |
| Beta | 0.89% | 0.66% |
| Alpha | -0.79% | 3.20% |
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 | 8.23 | 14.44 |
| Large Cap | 66.18 | 71.06 |
| Mid Cap | 22.65 | 0.97 |
| Small Cap | 2.95 | 13.53 |
Sector Allocation
| Scheme Name |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 1.58 | 13.5 |
| Energy | 1.53 | 5.51 |
| Industrials | 11.62 | 2.35 |
| Technology | 8.37 | 10.79 |
| Consumer Cyclical | 16.13 | 9.39 |
| Financial Services | 29.53 | 35.64 |
| Healthcare | 9.07 | 4.09 |
| Consumer Defensive | 3.78 | 8.38 |
| Basic Materials | 8.47 | 0.49 |
| Communication Services | 6 | 3.72 |
| Utilities | 2.77 | 6.13 |
| Real Estate | 1.16 | - |
Top Comparisons
ICICI Prudential Ultra Short Term Fund - Growth
3Y Returns7.16%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.24%
Tata Money Market Fund-Regular Plan - Growth Option
3Y Returns7.51%
Axis Money Market Fund - Regular Plan - Growth Option
3Y Returns7.52%
ICICI Prudential Equity Arbitrage Fund - Growth
3Y Returns7.09%
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.98%
Bandhan Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.14%
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
3Y Returns7.47%