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Parag Parikh Tax Saver Fund- Regular Growth

Category: Equity: ELSS
Launch Date: 18-07-2019
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 0.0% As on ()
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 0 Cr As on ()
Turn over: 0.0
NAV as on 17-09-2019

10.1442

-0.17 (-1.6492%)

CAGR Since Inception

1.32%

NIFTY 500 TRI 15.93%

PERFORMANCE of Parag Parikh Tax Saver Fund- Regular Growth

Scheme Performance (%) Data as on - 17-09-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Parag Parikh Tax Saver Fund- Regular Growth - - - - 1.32
NIFTY 500 TRI -7.57 7.06 7.82 9.45 15.93
Equity: ELSS -7.36 5.56 7.62 10.83 11.05

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Raj Mehta and Mr. Rajeev Thakkar

Mr. Mehta is a B.Com and M.Com from Mumbai University, CA and CFA Level III Pass. Prior to joining PPFAS AMC as a Research Analyst he was associated with the AMC as an intern since 2012. He has collectively over 3 years of experience in investment research. Mr.Thakkar is a Chartered Accountant, Cost Accountant, CFA, and CFP. He has been associated with PPFAS AMC since 2013.

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)

RETURNS CALCULATOR for Parag Parikh Tax Saver Fund- Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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.

Riskometer

riskometer

Key Performance and Risk Statistics of Parag Parikh Tax Saver Fund- Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Parag Parikh Tax Saver Fund- Regular Growth -
Equity: ELSS - - - - - -

PEER COMPARISION of Parag Parikh Tax Saver Fund- Regular Growth

Period
Data as on - 17-09-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Parag Parikh Tax Saver Fund- Regular Growth 18-07-2019 0.0 0.0 0.0 0.0 0.0
BNP Paribas Long Term Equity Fund - Growth Option 05-01-2006 0.87 -0.39 5.24 7.64 11.84
Shriram Long Term Equity Fund - Regular Growth 18-01-2019 0.0 0.0 0.0 0.0 0.0
DSP Tax Saver Fund - Regular Plan - Growth 05-01-2007 -1.01 0.65 6.87 10.01 12.95
JM Tax Gain Fund - Growth option 31-03-2008 -1.47 0.5 8.18 9.53 9.77
LIC MF Tax Plan-Regular Plan-Growth 31-03-1997 -1.52 3.47 7.39 8.37 9.04
Tata India Tax Savings Fund-Growth-Regular Plan 13-10-2014 -1.89 0.14 7.48 0.0 0.0
Mirae Asset Tax Saver Fund-Regular Plan-Growth 29-12-2015 -2.06 3.35 12.04 0.0 0.0
Axis Long Term Equity Fund - Growth 29-12-2009 -2.65 4.62 9.26 11.03 0.0
Kotak Tax Saver-Scheme-Growth 23-11-2005 -2.77 0.43 6.44 9.7 10.23

PORTFOLIO ANALYSIS of Parag Parikh Tax Saver Fund- Regular Growth

Asset Allocation (%)