Parag Parikh ELSS Tax Saver Fund- Regular Growth

Fund House: PPFAS Mutual Fund
Category: Equity: ELSS
Launch Date: 07-07-2019
Asset Class: Equity
Benchmark: NIFTY 500 TRI
TER: 1.71% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 5,084.66 Cr As on 30-04-2025(Source:AMFI)
Turn over: 8.23% | Exit Load: Nil

31.3626

21.72%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 2 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The Scheme seeks 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)

Current Asset Allocation (%)

Indicators

Standard Deviation 10.49
Sharpe Ratio 1.1
Alpha 5.22
Beta 0.65
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 16.09 22.79 21.53 27.9 -
HSBC Tax Saver Equity Fund - Growth 05-01-2007 17.82 26.88 22.61 26.02 13.32
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 16.72 27.29 23.58 27.99 15.97
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 16.44 27.81 - - -
HDFC ELSS Tax saver - Growth Plan 05-03-1996 16.34 28.81 26.68 29.72 13.53
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 14.41 16.84 16.97 24.66 -
Franklin India ELSS Tax Saver Fund-Growth 05-04-1999 13.69 26.41 23.77 28.97 13.46
ICICI Prudential ELSS Tax Saver Fund - Growth 19-08-1999 13.62 22.26 19.91 25.14 13.15
LIC MF ELSS Tax Saver-Regular Plan-Growth 31-03-1997 13.48 20.66 19.86 21.92 11.44
360 ONE ELSS Tax Saver Nifty 50 Index Fund - Regular Plan - Growth 04-12-2022 13.46 17.31 - - -

Scheme Characteristics

Minimum investment in equity & equity related instruments - 80% of total assets (in accordance with Equity Linked Saving Scheme, 2005 notified by Ministry of Finance).

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

8.68%

Others

19.25%

Large Cap

69.93%

Mid Cap

2.14%

Feedback
Notification