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  • Parag Parikh ELSS Tax Saver Fund- Regular Growth
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Parag Parikh ELSS Tax Saver Fund- Regular Growth

Category: Equity: ELSS

Launch Date: 07-07-2019

Riskometer: Very High

NAV as on 13-05-2025

₹ 30.75

₹ -0.34 ( -1.0961%)

CAGR Since Inception

21.33%

NIFTY 500 TRI 12.48%

Asset Class

Equity

Status

Open Ended Schemes

Fund Managers

Rajeev Thakkar, Raunak Onkar, Raj Mehta, Rukun Tarachandani, Mansi Kariya

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)

Benchmark

NIFTY 500 TRI

Expense Ratio

1.71% As on (30-04-2025)

Minimum Investment | Top up

500.0 | 500.0

Total Assets

5,084.66 Cr As on (30-04-2025)

PERFORMANCE of Parag Parikh ELSS Tax Saver Fund- Regular Growth
  • Scheme Performance

  • Yearly Performance

Scheme Performance (%)

Data as on - 13-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Parag Parikh ELSS Tax Saver Fund- Regular Growth 14.59 20.79 27.18 - 21.33
NIFTY 500 TRI 10.89 19.84 25.76 14.16 12.48
Equity: ELSS 9.13 19.97 24.14 13.53 14.69
Nav Movement
RETURNS CALCULATOR for Parag Parikh ELSS Tax Saver Fund- Regular Growth
  • SIP Returns

  • Lumpsum Returns

  • Rolling Returns

Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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 1.1 5.22 0.65 - -
Equity: ELSS - - - - - -
Peer Comparison
Scheme Name 5Y (%)
Parag Parikh ELSS Tax Saver Reg Gr 27.18
HSBC Tax Saver Equity Gr 25.18
WhiteOak Capital ELSS Tax Saver Fund Reg Gr 0.0
DSP ELSS Tax Saver Reg Gr 27.26
HDFC ELSS Tax saver Gr 28.73
PGIM India ELSS Tax Saver Reg Gr 23.81
LIC MF ELSS Tax Saver Reg Gr 21.25
HSBC ELSS Tax saver Fund Reg Growth 24.21
Tata ELSS Tax Saver Gr Reg 23.25
Franklin India ELSS Tax Saver Gr 27.81
Asset Allocation
Sectors
Sector Holdings (%)
Financial Services 36.67
N/A 19.39
Information Technology 12.75
Automobile and Auto Components 8.27
Power 6.25
Oil, Gas & Consumable Fuels 5.96
Fast Moving Consumer Goods 4.82
Healthcare 4.4
Services 0.67
Chemicals 0.36
Portfolio Holdings
Company Holdings (%)
BAJAJ HOLDINGS AND INVESTMENT LTD. EQ 8.62
Clearing Corporation of India Ltd 8.39
HDFC BANK LIMITED EQ NEW FV RE. 1/- 8.11
POWER GRID CORPORATION OF INDIA LIMITED EQ 6.25
COAL INDIA LTD EQ 5.96
MAHARASHTRA SCOOTERS LIMITED EQ 5.74
ICICI BANK LIMITED EQ NEW FV RS. 2/- 4.93
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- 4.52
ITC LIMITED EQ NEW FV RE.1/- 4.48
INFOSYS LIMITED EQ FV RS 5 3.81
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