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) | ₹417 Cr | ₹5639 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 | 1.44% | -0.72% |
6 Month | 10.31% | 7.77% |
1 Year | 0.5% | 5.03% |
3 Year | 17.18% | 18.4% |
5 Year | 19.33% | 20.96% |
SIP Return Analysis
Scheme Name | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
6 Month | 3.01% | 1.23% |
1 Year | 12.86% | 10.52% |
3 Year | 15.14% | 16.35% |
5 Year | 15.08% | 17.44% |
Rolling Lumpsum Returns
Scheme Name | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Year | 11.64% | 21.83% |
3 Year | 13.8% | 22.06% |
5 Year | 13.72% | 24% |
Risk Management
Scheme Name | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Standard Deviation | 13.12% | 9.75% |
Sharp | 0.70% | 1.10% |
Beta | 0.99% | 0.69% |
Alpha | 0.40% | 4.55% |
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 | 5.26 | 15.3 |
Large Cap | 60.25 | 70.57 |
Small Cap | 15.72 | 13.13 |
Mid Cap | 18.76 | 1.01 |
Sector Allocation
Scheme Name |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 2.75 | 14.38 |
Energy | 6.01 | 5.68 |
Technology | 10.96 | 10.5 |
Consumer Defensive | 5.14 | 8.16 |
Consumer Cyclical | 10.96 | 9.55 |
Industrials | 9.37 | 1.02 |
Basic Materials | 4.85 | 0.49 |
Healthcare | 7.63 | 4.14 |
Financial Services | 35.22 | 36.55 |
Utilities | 2.13 | 6.05 |
Real Estate | 1.19 | - |
Communication Services | 3.78 | 3.49 |
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