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) | ₹411 Cr | ₹5524 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 | 2.37% | 2.79% |
6 Month | 15.84% | 13.73% |
1 Year | -2.77% | 4.61% |
3 Year | 15.64% | 18.42% |
5 Year | 18.7% | 21.34% |
SIP Return Analysis
Scheme Name | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
6 Month | 3.12% | 3.91% |
1 Year | 8.3% | 12.64% |
3 Year | 14.52% | 17.51% |
5 Year | 14.69% | 18.12% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Year | 11.9% | 22.57% |
3 Year | 13.66% | 22.15% |
5 Year | 13.67% | 24.48% |
Risk Management
Scheme Name | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Standard Deviation | 13.30% | 9.79% |
Sharp | 0.59% | 1.07% |
Beta | 0.98% | 0.68% |
Alpha | 0.75% | 5.51% |
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 | 5.34 | 15.23 |
Large Cap | 61.18 | 71.06 |
Small Cap | 15.57 | 12.44 |
Mid Cap | 17.91 | 1.27 |
Sector Allocation
Scheme Name |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 2.21 | 15.23 |
Energy | 6.09 | 5.58 |
Industrials | 8.76 | 1 |
Technology | 10.99 | 11.22 |
Consumer Defensive | 5.14 | 7 |
Basic Materials | 4.94 | 0.59 |
Consumer Cyclical | 10.12 | 15.94 |
Healthcare | 8.58 | 4.36 |
Financial Services | 35.61 | 29.49 |
Utilities | 2.43 | 5.97 |
Real Estate | 1.27 | - |
Communication Services | 3.87 | 3.62 |
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