ITI ELSS Tax Saver Fund Regular vs Parag Parikh Tax Saver Fund Regular compare
ITI ELSS Tax Saver Fund Regular - Growth
Parag Parikh Tax Saver Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Fund | ITI ELSS Tax Saver Fund Regular - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹446 Cr | ₹5791 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 18 Oct 2019 | 24 Jul 2019 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | % |
| Expense Ratio | 2.32 | 1.73 |
| Manager | Vishal Jajoo | Rajeev Thakkar |
| ISIN Code | INF00XX01374 | INF879O01092 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Month | 2.39% | -0.55% |
| 6 Month | 6.09% | 2.39% |
| 1 Year | 8.53% | 7.18% |
| 3 Year | 20.32% | 16.42% |
| 5 Year | 18.5% | 20.09% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.27% | -0.03% |
| 1 Year | 15.7% | 7.67% |
| 3 Year | 17.43% | 14.61% |
| 5 Year | 16.86% | 16.24% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 16.25% | 20.96% |
| 3 Year | 18.65% | 21.93% |
| 5 Year | 19.4% | 23.65% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 15.29% | 9.37% |
| Sharp | 0.89% | 0.98% |
| Beta | 1.08% | 0.66% |
| Alpha | 3.36% | 3.02% |
Fund Managers
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Name | Vishal Jajoo | Rajeev Thakkar |
| Total AUM | ₹762 Cr | ₹0 Cr |
| Funds Managed | 3 | 5 |
| ITI ELSS Tax Saver Fund Regular - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
Market Cap
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 10.26 | 14.44 |
| Small Cap | 47.4 | 13.53 |
| Large Cap | 35.74 | 71.06 |
| Mid Cap | 6.59 | 0.97 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 2.35 | 13.5 |
| Communication Services | 1.76 | 3.72 |
| Consumer Defensive | 2.69 | 8.38 |
| Industrials | 22.98 | 2.35 |
| Financial Services | 33.06 | 35.64 |
| Consumer Cyclical | 7.7 | 9.39 |
| Healthcare | 2.64 | 4.09 |
| Technology | 6.11 | 10.79 |
| Basic Materials | 10.87 | 0.49 |
| Utilities | 6.26 | 6.13 |
| Real Estate | 3.58 | - |
| Energy | - | 5.51 |
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