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) | ₹34528 Cr | ₹5524 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 | 3.07% | 3.09% |
6 Month | 14.33% | 13.31% |
1 Year | -0.5% | 4.85% |
3 Year | 13.18% | 18.51% |
5 Year | 15.84% | 21.43% |
SIP Return Analysis
Scheme Name | Axis ELSS Tax Saver Fund - Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
6 Month | 3.52% | 3.91% |
1 Year | 10.73% | 12.64% |
3 Year | 14.58% | 17.51% |
5 Year | 12.04% | 18.12% |
Rolling Lumpsum Returns
Scheme Name | Axis ELSS Tax Saver Fund - Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Year | 14.24% | 22.57% |
3 Year | 14.15% | 22.15% |
5 Year | 16.86% | 24.48% |
Risk Management
Scheme Name | Axis ELSS Tax Saver Fund - Regular Plan - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Standard Deviation | 15.43% | 9.79% |
Sharp | 0.45% | 1.07% |
Beta | 0.88% | 0.68% |
Alpha | -2.28% | 5.51% |
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 | 7.8 | 14.42 |
Large Cap | 67.46 | 71.03 |
Mid Cap | 21.69 | 1.05 |
Small Cap | 3.06 | 13.49 |
Sector Allocation
Scheme Name |
Axis ELSS Tax Saver Fund - Regular Plan - Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 1.9 | 14.42 |
Energy | 2.03 | 5.57 |
Industrials | 11.18 | 1.01 |
Technology | 8.07 | 11.16 |
Consumer Cyclical | 16.3 | 16.33 |
Financial Services | 28.98 | 29.35 |
Healthcare | 8.68 | 4.33 |
Consumer Defensive | 4.74 | 7.75 |
Basic Materials | 8.66 | 0.54 |
Utilities | 2.93 | 5.96 |
Real Estate | 1.13 | - |
Communication Services | 5.39 | 3.58 |
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