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

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Tata ELSS Fund - Regular Plan - Growth Option

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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)	₹4795 Cr	₹5867 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

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Parag Parikh Tax Saver Fund Regular - Growth
1 Month	-0.63%	-1.27%
6 Month	0.92%	-2.83%
1 Year	4.45%	4.48%
3 Year	15%	16.41%
5 Year	15.27%	17.23%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Parag Parikh Tax Saver Fund Regular - Growth
6 Month	1.74%	-1.49%
1 Year	10.33%	1.87%
3 Year	12.1%	11.32%
5 Year	13.43%	14.19%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Parag Parikh Tax Saver Fund Regular - Growth
1 Year	12.26%	20.28%
3 Year	15.06%	21.79%
5 Year	14.19%	23.13%

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Parag Parikh Tax Saver Fund Regular - Growth
Standard Deviation	12.5%	9.65%
Sharp	0.77%	1.18%
Beta	0.97%	0.65%
Alpha	-0.59%	3.65%

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

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Parag Parikh Tax Saver Fund Regular - Growth
Others	10.14	13.87
Large Cap	58.47	70.74
Small Cap	18.46	13.53
Mid Cap	12.93	1.86

Scheme Name	Tata ELSS Fund - Regular Plan - Growth Option	Parag Parikh Tax Saver Fund Regular - Growth
Others	2.83	13.87
Communication Services	6.15	-
Energy	5.36	-
Technology	7.47	-
Basic Materials	7.08	-
Industrials	14.08	-
Financial Services	33.69	-
Consumer Defensive	1.75	-
Healthcare	4.49	-
Consumer Cyclical	12.56	-
Real Estate	2.2	-
Utilities	2.35	-
IT - Software	-	11.14
Pharmaceuticals & Biotechnology	-	3.86
Capital Markets	-	1.82
Banks	-	20.72
Automobiles	-	8.3
Finance	-	12.55
Telecom - Services	-	3.82
Fertilizers & Agrochemicals	-	0.49
Diversified FMCG	-	5.01
Industrial Products	-	0.2
Commercial Services & Supplies	-	2.28
Healthcare Services	-	0.35
Agricultural Food & other Products	-	2.41
Consumable Fuels	-	5.26
Cigarettes & Tobacco Products	-	0.13
Power	-	5.99
Food Products	-	0.83
Auto Components	-	0.97