Edelweiss ELSS Tax saver Fund vs Parag Parikh Tax Saver Fund Regular compare
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
Parag Parikh Tax Saver Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Fund | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹417 Cr | ₹5639 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 30 Dec 2008 | 24 Jul 2019 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 57% | % |
| Expense Ratio | 2.35 | 1.73 |
| Manager | Trideep Bhattacharya | Rajeev Thakkar |
| ISIN Code | INF754K01517 | INF879O01092 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Month | 4.21% | 1.24% |
| 6 Month | 9.43% | 4.59% |
| 1 Year | 4.3% | 5.73% |
| 3 Year | 16.1% | 16.4% |
| 5 Year | 19.66% | 21% |
SIP Return Analysis
| Scheme Name | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 3.48% | 2.04% |
| 1 Year | 13.91% | 11.52% |
| 3 Year | 15.56% | 16.59% |
| 5 Year | 15.33% | 17.58% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 11.64% | 21.83% |
| 3 Year | 13.8% | 22.06% |
| 5 Year | 13.72% | 24% |
Risk Management
| Scheme Name | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13.12% | 9.75% |
| Sharp | 0.70% | 1.10% |
| Beta | 0.99% | 0.69% |
| Alpha | 0.40% | 4.55% |
Fund Managers
| Scheme Name | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Name | Trideep Bhattacharya | Rajeev Thakkar |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 9 | 5 |
| Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
Market Cap
| Scheme Name |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 5.26 | 15.3 |
| Large Cap | 60.25 | 70.57 |
| Small Cap | 15.72 | 13.13 |
| Mid Cap | 18.76 | 1.01 |
Sector Allocation
| Scheme Name |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 2.75 | 14.38 |
| Energy | 6.01 | 5.68 |
| Technology | 10.96 | 10.5 |
| Consumer Defensive | 5.14 | 8.16 |
| Consumer Cyclical | 10.96 | 9.55 |
| Industrials | 9.37 | 1.02 |
| Basic Materials | 4.85 | 0.49 |
| Healthcare | 7.63 | 4.14 |
| Financial Services | 35.22 | 36.55 |
| Utilities | 2.13 | 6.05 |
| Real Estate | 1.19 | - |
| Communication Services | 3.78 | 3.49 |
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