Parag Parikh ELSS Tax Saver Fund - Direct Plan has delivered 122.45% absolute return over the last 5 years.
The average return for ELSS funds is 63.29% .
This fund ranks #1 in its category based on 5-year returns.
The largest portfolio holding is HDFC BANK LTD with a portfolio weight of 7.58% .
The fund currently owns more than 47 stocks.
The top 10 holdings account for 55.66% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | -3.98% | -3.86% |
| 2 Year Return | 27.24% | 7.32% |
| 3 Year Return | 54.88% | 26.26% |
| 4 Year Return | 140.52% | 48.86% |
| 5 Year Return | N/A | 63.29% |
| 6 Year Return | N/A | 104.35% |
| 7 Year Return | N/A | 130.89% |
| Expense Ratio | 0.54% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Banks - Private Sector |
7.58%
|
|
| 2 | Financials |
7.02%
|
|
| 3 | Utilities |
6.81%
|
|
| 4 | Materials |
5.97%
|
|
| 5 | Consumer Discretionary |
5.39%
|
|
| 6 | Financials |
5.13%
|
|
| 7 | Consumer Staples |
5.09%
|
|
| 8 | Information Technology |
4.53%
|
|
| 9 | Finance - Banks - Private Sector |
4.17%
|
|
| 10 | Consumer Discretionary |
3.97%
|
|
| 11 | Consumer Discretionary |
3.83%
|
|
| 12 | Communication Services |
3.63%
|
Parag Parikh ELSS Tax Saver Fund - Direct Plan is managed by PPFAS and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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