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Parag Parikh Tax Saver Fund Regular vs Tata ELSS Tax Saver Fund compare

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tortoise-icon Tata ELSS Fund - Regular Plan - Growth Option

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tortoise-icon Parag Parikh Tax Saver Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 2.2% 3.11%
6 Month 13.02% 12.6%
1 Year -2.88% 4.54%
3 Year 14.23% 17.99%
5 Year 19.76% 22.35%

SIP Return Analysis

Scheme Name Tata ELSS Fund - Regular Plan - Growth Option Parag Parikh Tax Saver Fund Regular - Growth
6 Month 2.36% 2.86%
1 Year 2.56% 8.32%
3 Year 12.63% 16.19%
5 Year 14.28% 17.5%

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 13.41% 9.79%
Sharp 0.56% 1.07%
Beta 0.97% 0.68%
Alpha 0.41% 5.51%

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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