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Parag Parikh Tax Saver Fund

Parag Parikh Tax Saver Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

3 Years

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NAV Performance

Parag Parikh Tax Saver Fund performance graph for last 3 years
Performance of Parag Parikh Tax Saver Fund for last 3 Years

Fund Information

  • ₹ 15.973

    as on 10 Jun 2021
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 101 Cr.

    as on 10 Jun 2021
  • 2.38%

    since 31 Dec 2020
  • 24 Jul 2019

  • Tax Saver - ELSS

  • Nifty 500 TRI

  • PPFAS mutual fund

    Show All Funds

Highlights of this fund

Parag Parikh Tax Saver Fund is an Open-ended Tax Saver Fund. The fund belongs to ELSS category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 24 Jul 2019. This fund is offered by one of the top AMC (Assets Management Company) PPFAS mutual fund. You can also view here all other Tax Saver funds offered by PPFAS mutual fund.

Latest NAV of the fund is ₹ 15.973 as on 10 Jun 2021.

This fund has 1 years of track record. Since 31 Dec 2020 expense ratio of this fund is 2.38%. Ideally you shoulds compare this fund with the benchmark Nifty 500 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 1,000. Lumpsum invest is offered with minimum investment of ₹ 500.

Fund Objective

The investment objective of the Scheme is to generate long-term capital appreciation through a diversified portfolio of equity and equity related instruments.

List of Fund Managers of Parag Parikh Tax Saver Fund

  • About Rajeev Thakkar

    Picture of Rajeev ThakkarMr.Thakkar is a Chartered Accountant, Cost Accountant, CFA, and CFP. He has been associated with PPFAS AMC since 2013.
  • About Raunak Onkar

    Picture of Raunak OnkarMr.Onkar is an MMS (Finance) from the University of Mumbai. His has been associated with PPFAS Limited for quite a few years.
  • About Raj Mehta

    Picture of Raj MehtaMr. 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.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 8.44% 22.18% 44.03% 122.19% 41.42% 28.15% 23.06% 18.12% 110.33% 70.88% 47.34% 29.86% 22.59%
Category Average 6.41% 6.97% 21.79% 61.25% 17.91% 12.73% 14.62% 13.94% 56.36% 34.64% 23.63% 16.31% 15.52%
Parag Parikh Tax Saver Fund 4.05%₹ 10,404 9.79%₹ 10,978 18.82%₹ 11,881 58.87%₹ 15,886 49.17%₹ 14,987 - - - - - - - -
Quant Tax Plan 4.71%₹ 10,471 22.18%₹ 12,217 44.03%₹ 14,403 122.19%₹ 22,218 110.33%₹ 18,339 41.42%₹ 20,057 70.88%₹ 43,955 28.15%₹ 21,072 47.34%₹ 69,172 23.06%₹ 28,242 29.86%₹ 1,25,053 15.24%₹ 41,357 22.59%₹ 3,96,192
Canara Robeco Equity Tax Saver Fund 6.32%₹ 10,632 6.62%₹ 10,661 23.56%₹ 12,356 66.72%₹ 16,671 58.37%₹ 15,511 23.39%₹ 15,233 39.84%₹ 34,656 19.56%₹ 17,115 29.07%₹ 54,654 18.02%₹ 22,906 21.17%₹ 1,01,555 14.85%₹ 39,961 16.96%₹ 2,92,416
Mirae Asset Tax Saver Fund 6.24%₹ 10,623 7.05%₹ 10,704 23.79%₹ 12,378 71.79%₹ 17,179 63.21%₹ 15,784 24.19%₹ 15,432 41.70%₹ 35,188 19.40%₹ 17,047 29.93%₹ 55,292 21.39%₹ 26,374 22.11%₹ 1,03,872 - -
DSP Tax Saver Fund 6.67%₹ 10,666 10.23%₹ 11,022 27.19%₹ 12,719 67.63%₹ 16,763 67.37%₹ 16,016 22.05%₹ 14,904 39.87%₹ 34,664 17.00%₹ 16,035 28.22%₹ 54,037 16.91%₹ 21,852 19.06%₹ 96,470 15.95%₹ 43,984 17.85%₹ 3,06,806
BOI AXA Tax Advantage Fund 7.28%₹ 10,728 10.53%₹ 11,053 26.21%₹ 12,621 73.88%₹ 17,387 67.08%₹ 16,000 30.81%₹ 17,124 46.00%₹ 36,429 16.79%₹ 15,951 32.97%₹ 57,561 19.07%₹ 23,944 22.19%₹ 1,04,071 14.99%₹ 40,449 17.82%₹ 3,06,290

Portfolio Holdings

Portfolio holdings pattern of Parag Parikh Tax Saver Fund as on 12 Jun 2021 are listed below:

  • Equity Holdings:

    81.23%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    18.77%

Top Sector Holdings of Parag Parikh Tax Saver Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - software 20.65% ₹ 37.05 Cr.
Banks 8.79% ₹ 15.77 Cr.
Cigarettes 7.78% ₹ 13.96 Cr.
Capital markets 7.75% ₹ 13.92 Cr.
Nbfc 7.42% ₹ 13.32 Cr.
Others 47.61% -

Top Stock Holdings of Parag Parikh Tax Saver Fund

Name of StocksHolding PercentageHolding Values in Crore
ITC Limited 7.78% ₹ 13.96 Cr.
Bajaj Holdings & Investment Ltd. 7.42% ₹ 13.32 Cr.
Maruti Suzuki India Ltd. 5.00% ₹ 8.97 Cr.
Wipro Ltd. 4.97% ₹ 8.93 Cr.
Hero Motocorp Ltd. 4.96% ₹ 8.90 Cr.
Others 69.87% -

Other Holdings

Holding TypeHolding Percentage
TREPS 22.09%
Net Receivables -3.32%