Parag Parikh Tax Saver Fund - Growth - Direct Plan

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  • Net Change on 14-11-2019

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

The investment objective of the Scheme is to generate long-term capital appreciation through a diversified portfolio of equity and equity related securities. The Scheme does not guarantee or assure any returns. There is no assurance that the investment objective of the Scheme will be realized and the scheme does not assure or guarantee any returns.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 500 - TRI -0.19 1.87 -2.08 14.37 15.42 11.36

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Long Term Equity Fund - Direct Plan - Growth Option Jan 01, 2013 20.20 18.30 13.14 0.92 21,492.33
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated -0.06 4.88 4.37 1.28 10,673.58
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 7.18 11.96 11.57 1.06 9,814.16
HDFC TaxSaver -Direct Plan - Growth Option Dec 31, 2012 Unrated 3.98 8.29 5.95 1.39 7,414.24
ICICI Prudential Long Term Equity Fund (Tax Saving) - Direct Plan - Growth Jan 01, 2013 8.21 11.20 8.90 1.25 6,524.84

Fund Holdings as on 31-October-2019

  • TREPS 01-Nov-2019

  • HDFC Bank Ltd.

  • Bajaj Holdings & Investment Ltd.

  • Persistent Systems Ltd.

  • Axis Bank Ltd.

  • ICICI Bank Ltd.

  • Hero MotoCorp Ltd.

  • Maruti Suzuki India Ltd.

  • Central Depository Services (I) Ltd.

  • Mahindra Holidays & Resorts India Ltd.

  • Balkrishna Industries Ltd.

  • Wipro Ltd.

  • Zydus Wellness Ltd.

  • Tata Consultancy Services Ltd.

  • Mphasis Ltd.

  • Cadila Healthcare Ltd.

  • Dr. Reddy's Laboratories Ltd.

  • Maharashtra Scooters Ltd.

  • IPCA Laboratories Ltd.

  • Lupin Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • ICRA Ltd.

  • Net Receivable / Payable

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Automobile Two & Three Wheelers

  • Automobiles - Passenger Cars

  • Hotel, Resort & Restaurants

  • Tyres & Allied

  • Consumer Food

  • Auto Ancillary

  • Ratings

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About Parag Parikh Tax Saver Fund

Scheme Analysis

Parag Parikh Tax Saver Fund is a Equity - ELSS fund and belongs to PPFAS Mutual Fund. It was launched on 24-Jul-2019 and currently has an AUM of ₹20.65 crore. Parag Parikh Tax Saver Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Parag Parikh Tax Saver Fund ended up ₹0.07(0.65%)yesterday to ₹10.76.

Among its top 3 holdings the fund has exposure to TREPS 01-Nov-2019, HDFC Bank Ltd. and Bajaj Holdings & Investment Ltd.

The Parag Parikh Tax Saver Fund is managed by Rajeev Thakkar and Raunak Onkar.

Fund House Contact

Great Western Building, 1st Floor, 130/132, S.B.S. Marg, Opp. Lion Gate, Fort, Mumbai - 400001

022-61406555
swapnil@ppfas.com
022-61406590
amc.ppfas.com

Fund Manager

  • Education:B. Com. (Bombay University),CA,CFA Charter Holder,Grad ICWA
  • Experience:18 Years
  • Basic Details:Rajeev Thakkar's has over 18 years' experience in various segments of the financial markets such as investment banking, corporate finance, securities broking and fund management.His fund management career commenced in 2003 when he was appointed the Fund Manager for PPFAS Portfolio Management Service's flagship scheme titled "Cognito".
  • Funds Managed:
  • Parag Parikh Long Term Equity Fund
  • Parag Parikh Tax Saver Fund
  • Education:Bsc. IT (Bombay University), MMS- Finance (Bombay University)
  • Experience:3 Years
  • Basic Details:Mr. Raunak Onkar heads the Research department.His prior assignments include being a Research Analyst at PPFAS Limited. He started his career at PPFAS as part of his internship during MBA. He holds an MMS (Finance) degree from the University of Mumbai.
  • Funds Managed:
  • Parag Parikh Long Term Equity Fund
  • Parag Parikh Tax Saver Fund
  • Cash

  • Equity

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