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Parag Parikh Tax Saver Fund Regular vs Tata ELSS Tax Saver Fund compare
Tata ELSS Fund - Regular Plan - Growth Option
Parag Parikh Tax Saver Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Fund | Tata ELSS Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹4595 Cr | ₹5538 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 13 Oct 2014 | 24 Jul 2019 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 20% | % |
| Expense Ratio | 1.82 | 1.73 |
| Manager | Sailesh Jain | Rajeev Thakkar |
| ISIN Code | INF277K01I52 | INF879O01092 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Month | -2.65% | -1.75% |
| 6 Month | 11.93% | 9.38% |
| 1 Year | -5.05% | 2.16% |
| 3 Year | 14.76% | 18.48% |
| 5 Year | 18.49% | 21.01% |
SIP Return Analysis
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.8% | 1.33% |
| 1 Year | 3.2% | 6.2% |
| 3 Year | 14.13% | 16.7% |
| 5 Year | 15.34% | 17.95% |
Rolling Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.05% | 22.57% |
| 3 Year | 14.97% | 22.15% |
| 5 Year | 13.83% | 24.48% |
Risk Management
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13.32% | 9.65% |
| Sharp | 0.72% | 1.24% |
| Beta | 0.96% | 0.66% |
| Alpha | 0.66% | 5.77% |
Fund Managers
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Name | Sailesh Jain | Rajeev Thakkar |
| Total AUM | ₹17041 Cr | ₹0 Cr |
| Funds Managed | 7 | 5 |
| Tata ELSS Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
Market Cap
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 8.42 | 15.23 |
| Large Cap | 59.84 | 71.06 |
| Small Cap | 21.73 | 12.44 |
| Mid Cap | 10.01 | 1.27 |
Sector Allocation
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 4.55 | 15.23 |
| Communication Services | 4.22 | 3.62 |
| Energy | 5.27 | 5.58 |
| Technology | 6.27 | 11.22 |
| Basic Materials | 7.14 | 0.59 |
| Industrials | 14.5 | 1 |
| Financial Services | 34.15 | 29.49 |
| Consumer Defensive | 1.76 | 7 |
| Healthcare | 3.38 | 4.36 |
| Consumer Cyclical | 13.87 | 15.94 |
| Real Estate | 2.4 | - |
| Utilities | 2.51 | 5.97 |
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