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 | ₹5639 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 | 4.13% | 1.24% |
| 6 Month | 13.55% | 4.59% |
| 1 Year | 4.46% | 5.73% |
| 3 Year | 20.67% | 16.4% |
| 5 Year | 20.24% | 21% |
SIP Return Analysis
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.38% | -0.41% |
| 1 Year | 9.51% | 5.46% |
| 3 Year | 15.78% | 13.99% |
| 5 Year | 15.87% | 15.97% |
Rolling Lumpsum Returns
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 16.96% | 21.83% |
| 3 Year | 18.57% | 22.06% |
| 5 Year | 19.32% | 24% |
Risk Management
| Scheme Name | ITI ELSS Tax Saver Fund Regular - Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 15.29% | 9.37% |
| Sharp | 0.89% | 0.98% |
| Beta | 1.08% | 0.66% |
| Alpha | 3.36% | 3.02% |
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 | 9.84 | 15.3 |
| Small Cap | 46.12 | 13.13 |
| Large Cap | 37.42 | 70.57 |
| Mid Cap | 6.62 | 1.01 |
Sector Allocation
| Scheme Name |
ITI ELSS Tax Saver Fund Regular - Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 1.86 | 14.38 |
| Communication Services | 2.59 | 3.49 |
| Consumer Defensive | 2.5 | 8.16 |
| Basic Materials | 9.86 | 0.49 |
| Industrials | 22.31 | 1.02 |
| Financial Services | 33.95 | 36.55 |
| Consumer Cyclical | 8.62 | 9.55 |
| Technology | 6.5 | 10.5 |
| Healthcare | 2.09 | 4.14 |
| Utilities | 6.24 | 6.05 |
| Real Estate | 3.48 | - |
| Energy | - | 5.68 |
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