Parag Parikh Tax Saver Fund Regular vs ITI ELSS Tax Saver Fund Regular compare
ITI ELSS Tax Saver Fund Regular - Growth
Parag Parikh Tax Saver Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Fund | ITI ELSS Tax Saver Fund Regular - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹409 Cr | ₹5524 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 18 Oct 2019 | 24 Jul 2019 |
Category | ELSS | ELSS |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | % | % |
Expense Ratio | 2.32 | 1.73 |
Manager | Vishal Jajoo | Rajeev Thakkar |
ISIN Code | INF00XX01374 | INF879O01092 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Month | 4.05% | 1.94% |
6 Month | 19.33% | 12.8% |
1 Year | -4.55% | 4.17% |
3 Year | 19.73% | 17.29% |
5 Year | 19.13% | 21.3% |
SIP Return Analysis
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
6 Month | 3.54% | 3.91% |
1 Year | 10.58% | 12.64% |
3 Year | 17.98% | 17.51% |
5 Year | 16.99% | 18.12% |
Rolling Lumpsum Returns
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Year | 17.67% | 22.57% |
3 Year | 18.44% | 22.15% |
5 Year | 19.61% | 24.48% |
Risk Management
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Standard Deviation | 15.44% | 9.79% |
Sharp | 0.77% | 1.07% |
Beta | 1.07% | 0.68% |
Alpha | 4.18% | 5.51% |
Fund Managers
Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Name | Vishal Jajoo | Rajeev Thakkar |
Total AUM | ₹762 Cr | ₹0 Cr |
Funds Managed | 3 | 5 |
ITI ELSS Tax Saver Fund Regular - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
Market Cap
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 9.18 | 15.23 |
Small Cap | 47.59 | 12.44 |
Large Cap | 36.05 | 71.06 |
Mid Cap | 7.19 | 1.27 |
Sector Allocation
Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 2.46 | 15.23 |
Communication Services | 2.7 | 3.62 |
Consumer Defensive | 1.92 | 7 |
Basic Materials | 10.66 | 0.59 |
Industrials | 21.84 | 1 |
Financial Services | 30.65 | 29.49 |
Consumer Cyclical | 9.4 | 15.94 |
Technology | 7.39 | 11.22 |
Healthcare | 2.03 | 4.36 |
Energy | 0 | 5.58 |
Utilities | 6.47 | 5.97 |
Real Estate | 4.47 | - |
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