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) | ₹440 Cr | ₹5791 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 | 1.56% | 1.39% |
| 6 Month | 6.26% | 2.25% |
| 1 Year | 2.6% | 4.19% |
| 3 Year | 15.91% | 16.24% |
| 5 Year | 17.22% | 19.18% |
SIP Return Analysis
| Scheme Name | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 4.77% | 1.03% |
| 1 Year | 18.57% | 8.9% |
| 3 Year | 15.45% | 14.2% |
| 5 Year | 15.06% | 15.93% |
Rolling Lumpsum Returns
| Scheme Name | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 11.39% | 20.72% |
| 3 Year | 13.96% | 21.89% |
| 5 Year | 13.79% | 23.38% |
Risk Management
| Scheme Name | Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13.18% | 9.37% |
| Sharp | 0.71% | 0.98% |
| Beta | 0.98% | 0.66% |
| Alpha | 0.14% | 3.02% |
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 | 4.18 | 14.44 |
| Large Cap | 60.18 | 71.06 |
| Small Cap | 16.68 | 13.53 |
| Mid Cap | 18.95 | 0.97 |
Sector Allocation
| Scheme Name |
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 1.54 | 13.5 |
| Energy | 6.97 | 5.51 |
| Technology | 11.43 | 10.79 |
| Consumer Defensive | 4.93 | 8.38 |
| Consumer Cyclical | 10.6 | 9.39 |
| Industrials | 8.97 | 2.35 |
| Basic Materials | 4.74 | 0.49 |
| Healthcare | 7.37 | 4.09 |
| Financial Services | 36.23 | 35.64 |
| Utilities | 1.99 | 6.13 |
| Real Estate | 1.29 | - |
| Communication Services | 3.93 | 3.72 |
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