Tata ELSS Tax Saver Fund vs Parag Parikh Tax Saver Fund Regular 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) | ₹4717 Cr | ₹5791 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 | 3.49% | 0.61% |
| 6 Month | 7.07% | 3.81% |
| 1 Year | 7.12% | 6.64% |
| 3 Year | 15.2% | 16.25% |
| 5 Year | 18.26% | 20.09% |
SIP Return Analysis
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 3.53% | -0.03% |
| 1 Year | 14.53% | 7.67% |
| 3 Year | 14.7% | 14.61% |
| 5 Year | 15.02% | 16.24% |
Rolling Lumpsum Returns
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 12.49% | 20.96% |
| 3 Year | 15.03% | 21.93% |
| 5 Year | 14.05% | 23.65% |
Risk Management
| Scheme Name | Tata ELSS Fund - Regular Plan - Growth Option | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13.16% | 9.37% |
| Sharp | 0.66% | 0.98% |
| Beta | 0.97% | 0.66% |
| Alpha | -0.46% | 3.02% |
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 | 8.5 | 15.3 |
| Large Cap | 59.62 | 70.57 |
| Small Cap | 21.72 | 13.13 |
| Mid Cap | 10.16 | 1.01 |
Sector Allocation
| Scheme Name |
Tata ELSS Fund - Regular Plan - Growth Option |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 4.39 | 14.38 |
| Communication Services | 4.18 | 3.49 |
| Energy | 5.29 | 5.68 |
| Technology | 6.03 | 10.5 |
| Basic Materials | 7.06 | 0.49 |
| Industrials | 14.31 | 1.02 |
| Financial Services | 33.88 | 36.55 |
| Consumer Defensive | 1.83 | 8.16 |
| Healthcare | 3.19 | 4.14 |
| Consumer Cyclical | 14.67 | 9.55 |
| Real Estate | 2.59 | - |
| Utilities | 2.58 | 6.05 |
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