HDFC ELSS Tax saver Fund vs Parag Parikh Tax Saver Fund Regular compare
HDFC ELSS Tax saver Fund - Growth Plan
Parag Parikh Tax Saver Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Fund | HDFC ELSS Tax saver Fund - Growth Plan | Parag Parikh Tax Saver Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹17241 Cr | ₹5867 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 02 Apr 1996 | 24 Jul 2019 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 36.4% | % |
| Expense Ratio | 1.7 | 1.73 |
| Manager | Dhruv Muchhal | Rajeev Thakkar |
| ISIN Code | INF179K01BB8 | INF879O01092 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Month | -1.21% | -0.95% |
| 6 Month | 3.4% | -0.11% |
| 1 Year | 6.85% | 3.21% |
| 3 Year | 20.31% | 16.47% |
| 5 Year | 21.84% | 18.56% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.3% | 0.05% |
| 1 Year | 14.95% | 7.6% |
| 3 Year | 18.35% | 13.7% |
| 5 Year | 19.78% | 15.58% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 16.48% | 20.5% |
| 3 Year | 16.39% | 21.82% |
| 5 Year | 15.78% | 23.25% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 11.17% | 9.38% |
| Sharp | 1.12% | 0.95% |
| Beta | 0.83% | 0.66% |
| Alpha | 5.39% | 3.20% |
Fund Managers
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Rajeev Thakkar |
| Total AUM | ₹520687 Cr | ₹0 Cr |
| Funds Managed | 40 | 5 |
| HDFC ELSS Tax saver Fund - Growth Plan | Parag Parikh Tax Saver Fund Regular - Growth |
Market Cap
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 5.76 | 14.71 |
| Large Cap | 79.75 | 70.72 |
| Small Cap | 10.26 | 13.59 |
| Mid Cap | 4.23 | 0.97 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 5.21 | 13.88 |
| Communication Services | 4.74 | 3.82 |
| Energy | 1.17 | 5.26 |
| Technology | 5.39 | 11.13 |
| Industrials | 5.66 | 2.28 |
| Basic Materials | 5.72 | 0.49 |
| Financial Services | 43.43 | 35.09 |
| Healthcare | 9.63 | 4.2 |
| Consumer Cyclical | 16.63 | 9.48 |
| Utilities | 1.57 | 5.99 |
| Consumer Defensive | 0.84 | 8.38 |
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