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) | ₹16525 Cr | ₹5524 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 | 2.94% | 3.11% |
6 Month | 15.26% | 12.6% |
1 Year | 2.56% | 4.54% |
3 Year | 21.04% | 17.99% |
5 Year | 25.16% | 22.35% |
SIP Return Analysis
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
6 Month | 4.07% | 3.91% |
1 Year | 14.05% | 12.64% |
3 Year | 20.56% | 17.51% |
5 Year | 21.38% | 18.12% |
Rolling Lumpsum Returns
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Year | 17.03% | 22.57% |
3 Year | 15.38% | 22.15% |
5 Year | 15.1% | 24.48% |
Risk Management
Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Standard Deviation | 11.49% | 9.79% |
Sharp | 1.16% | 1.07% |
Beta | 0.86% | 0.68% |
Alpha | 7.12% | 5.51% |
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 | 6.64 | 15.23 |
Large Cap | 77.83 | 71.06 |
Small Cap | 11.09 | 12.44 |
Mid Cap | 4.44 | 1.27 |
Sector Allocation
Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 6.07 | 15.23 |
Communication Services | 4.55 | 3.62 |
Energy | 1.19 | 5.58 |
Technology | 5.21 | 11.22 |
Industrials | 5.69 | 1 |
Basic Materials | 6 | 0.59 |
Financial Services | 42.46 | 29.49 |
Healthcare | 9.73 | 4.36 |
Consumer Cyclical | 16.05 | 15.94 |
Utilities | 1.76 | 5.97 |
Real Estate | 0.49 | - |
Consumer Defensive | 0.81 | 7 |
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