Parag Parikh Tax Saver Fund Regular vs HDFC ELSS Tax saver Fund compare
HDFC ELSS Tax saver Fund - Growth Plan
Parag Parikh Tax Saver Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Fund | HDFC ELSS Tax saver Fund - Growth Plan | Parag Parikh Tax Saver Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹16645 Cr | ₹5639 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 02 Apr 1996 | 24 Jul 2019 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 36.4% | % |
| Expense Ratio | 1.7 | 1.73 |
| Manager | Dhruv Muchhal | Rajeev Thakkar |
| ISIN Code | INF179K01BB8 | INF879O01092 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Month | 2.66% | 1.24% |
| 6 Month | 6.9% | 4.59% |
| 1 Year | 8.68% | 5.73% |
| 3 Year | 21.33% | 16.4% |
| 5 Year | 25.98% | 21% |
SIP Return Analysis
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.06% | -0.29% |
| 1 Year | 10.67% | 5.7% |
| 3 Year | 17.88% | 13.98% |
| 5 Year | 19.74% | 16.03% |
Rolling Lumpsum Returns
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 16.69% | 21.83% |
| 3 Year | 15.49% | 22.06% |
| 5 Year | 15.17% | 24% |
Risk Management
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 11.22% | 9.37% |
| Sharp | 1.21% | 0.98% |
| Beta | 0.83% | 0.66% |
| Alpha | 5.77% | 3.02% |
Fund Managers
| Scheme Name | HDFC ELSS Tax saver Fund - Growth Plan | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Rajeev Thakkar |
| Total AUM | ₹520687 Cr | ₹0 Cr |
| Funds Managed | 40 | 5 |
| HDFC ELSS Tax saver Fund - Growth Plan | Parag Parikh Tax Saver Fund Regular - Growth |
Market Cap
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 6.45 | 15.3 |
| Large Cap | 78.27 | 70.57 |
| Small Cap | 11.34 | 13.13 |
| Mid Cap | 3.94 | 1.01 |
Sector Allocation
| Scheme Name |
HDFC ELSS Tax saver Fund - Growth Plan |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 5.89 | 14.38 |
| Communication Services | 4.44 | 3.49 |
| Energy | 1.17 | 5.68 |
| Technology | 4.93 | 10.5 |
| Industrials | 5.64 | 1.02 |
| Basic Materials | 6 | 0.49 |
| Financial Services | 41.44 | 36.55 |
| Healthcare | 10.25 | 4.14 |
| Consumer Cyclical | 17.76 | 9.55 |
| Utilities | 1.69 | 6.05 |
| Consumer Defensive | 0.8 | 8.16 |
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