Parag Parikh ELSS Tax Saver Fund- Regular Growth
Category: Equity: ELSS |
Launch Date: 07-07-2019 |
Asset Class: Equity |
Benchmark: NIFTY 500 TRI |
Expense Ratio: 1.72% As on (31-07-2025) |
Status: Open Ended Schemes |
Minimum Investment: 500.0 |
Minimum Topup: 500.0 |
Total Assets: 5,538.01 Cr As on (31-07-2025) |
Turn over: 8.23 |
31.8867
-0.15 (-0.4598%)
21.02%
NIFTY 500 TRI 12.48%
PERFORMANCE of Parag Parikh ELSS Tax Saver Fund- Regular Growth
Scheme Performance (%) Data as on - 19-08-2025
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
Parag Parikh ELSS Tax Saver Fund- Regular Growth | 6.34 | 18.57 | 22.07 | - | 21.02 |
NIFTY 500 TRI | 0.68 | 15.91 | 20.89 | 13.73 | 12.48 |
Equity: ELSS | 0.02 | 16.62 | 20.43 | 13.14 | 14.81 |
Yearly Performance (%)
Fund Managers
Mr. Rajeev Thakkar, Mr. Raunak Onkar, Mr. Rukun Tarachandani, Mr. Raj Mehta and Ms. Mansi Kariya
Investment Objective
The investment objective of the Scheme is to generate long-term capital appreciation through a diversified portfolio of equity and equity related instruments. (80% of total assets in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance) However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
RETURNS CALCULATOR for Parag Parikh ELSS Tax Saver Fund- Regular Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Key Performance and Risk Statistics of Parag Parikh ELSS Tax Saver Fund- Regular Growth
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
Parag Parikh ELSS Tax Saver Fund- Regular Growth | 9.65 | 1.34 | 5.38 | 0.66 | - | - |
Equity: ELSS | - | - | - | - | - | - |
PEER COMPARISION
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|---|
Parag Parikh ELSS Tax Saver Fund- Regular Growth | 07-07-2019 | 6.34 | 20.73 | 18.57 | 22.07 | 0.0 |
HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 7.93 | 23.44 | 18.97 | 21.95 | 12.87 |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 7.53 | 23.14 | 0.0 | 0.0 | 0.0 |
HDFC ELSS Tax saver - Growth Plan | 05-03-1996 | 6.38 | 24.29 | 22.01 | 24.81 | 13.33 |
ICICI Prudential ELSS Tax Saver Fund - Growth | 19-08-1999 | 4.37 | 19.11 | 16.32 | 20.8 | 12.92 |
Sundaram ELSS Tax Saver Fund Regular Growth | 01-01-2013 | 4.16 | 16.95 | 15.38 | 20.52 | 13.49 |
Aditya Birla Sun Life ELSS Tax Saver Fund - Growth Option | 29-03-1996 | 4.01 | 17.81 | 13.88 | 14.18 | 10.46 |
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | 11-12-2015 | 3.81 | 14.15 | 13.67 | 19.67 | 0.0 |
Sundaram Diversified Equity (ELSS) Regular Plan - Growth | 10-05-2005 | 3.68 | 14.57 | 13.46 | 18.99 | 11.2 |
Axis ELSS Tax Saver Fund - Regular Plan - Growth | 05-12-2009 | 3.41 | 18.6 | 12.21 | 15.65 | 11.43 |
PORTFOLIO ANALYSIS of Parag Parikh ELSS Tax Saver Fund- Regular Growth
Portfolio as on