Parag Parikh Tax Saver Fund - Growth - Direct Plan

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  • Net Change on 22-05-2020

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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 (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 N/A N/A N/A N/A N/A N/A

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 -11.02 4.77 5.94 0.93 19,632.01
Aditya Birla Sun Life Tax Relief 96 - Growth - Direct Plan Jan 01, 2013 -15.83 0.49 4.78 0.94 9,371.50
Nippon India Tax Saver Fund - Direct Plan Growth Plan - Growth Option - Growth Jan 01, 2013 Unrated -33.97 -13.05 -4.36 1.29 7,994.60
SBI Long Term Equity Fund - DIRECT PLAN -GROWTH Jan 01, 2013 Unrated -19.30 -3.64 0.43 1.33 6,214.53
HDFC TaxSaver -Direct Plan - Growth Option Dec 31, 2012 Unrated -27.75 -7.54 -0.31 1.36 5,844.64

Fund Holdings as on 30-April-2020

  • HDFC Bank Ltd.

  • TREPS 04-May-2020

  • Bajaj Holdings & Investment Ltd.

  • Hero MotoCorp Ltd.

  • Zydus Wellness Ltd.

  • Maruti Suzuki India Ltd.

  • Tata Consultancy Services Ltd.

  • Wipro Ltd.

  • Axis Bank Ltd.

  • ICRA Ltd.

  • Persistent Systems Ltd.

  • Mphasis Ltd.

  • ICICI Bank Ltd.

  • Oracle Financial Services Software Ltd.

  • Central Depository Services (I) Ltd.

  • ITC Ltd.

  • Balkrishna Industries Ltd.

  • Mahindra Holidays & Resorts India Ltd.

  • Multi Commodity Exchange of India Ltd.

  • Lupin Ltd.

  • Dr. Reddy's Laboratories Ltd.

  • Cadila Healthcare Ltd.

  • IPCA Laboratories Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Net Receivable / Payable

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  • IT - Software

  • Bank - Private

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Automobile Two & Three Wheelers

  • Consumer Food

  • Automobiles - Passenger Cars

  • Ratings

  • Miscellaneous

  • Cigarettes/Tobacco

  • Tyres & Allied

  • Hotel, Resort & Restaurants

  • Finance - Stock Broking

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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
  • 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
  • Parag Parikh Tax Saver Fund
  • Cash

  • Equity

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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 ₹36.12 crore. Parag Parikh Tax Saver Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Parag Parikh Tax Saver Fund ended down ₹-0.02(-0.23%)yesterday to ₹9.2414.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd., and

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