Parag Parikh Tax Saver Fund Regular vs Edelweiss ELSS Tax saver Fund 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) | ₹448 Cr | ₹5867 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 | -0.43% | -0.91% |
| 6 Month | 6.42% | 0.67% |
| 1 Year | 3.94% | 3.99% |
| 3 Year | 16.5% | 16.43% |
| 5 Year | 16.38% | 18.64% |
SIP Return Analysis
| Scheme Name | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.67% | -1.17% |
| 1 Year | 14.55% | 4.11% |
| 3 Year | 14.77% | 13.07% |
| 5 Year | 14.89% | 15.37% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 11.28% | 20.5% |
| 3 Year | 14% | 21.82% |
| 5 Year | 13.79% | 23.25% |
Risk Management
| Scheme Name | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13.18% | 9.38% |
| Sharp | 0.71% | 0.95% |
| Beta | 0.98% | 0.66% |
| Alpha | 0.89% | 3.20% |
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 | 6.36 | 14.71 |
| Large Cap | 57.6 | 70.72 |
| Small Cap | 16.61 | 13.59 |
| Mid Cap | 19.43 | 0.97 |
Sector Allocation
| Scheme Name |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 2.07 | 13.88 |
| Energy | 7.08 | 5.26 |
| Technology | 11.55 | 11.13 |
| Consumer Defensive | 4.28 | 8.38 |
| Consumer Cyclical | 10.8 | 9.48 |
| Industrials | 8.88 | 2.28 |
| Basic Materials | 4.41 | 0.49 |
| Healthcare | 7.51 | 4.2 |
| Financial Services | 36.43 | 35.09 |
| Utilities | 1.88 | 5.99 |
| Real Estate | 1.17 | - |
| Communication Services | 3.94 | 3.82 |
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