• Mutual Funds
  • Parag Parikh Mutual Fund
  • Parag Parikh Tax Saver Fund (Growth)
Parag Parikh Mutual Fund

Parag Parikh Tax Saver Fund (Growth)

EquityTax Saving

20.3787

NAV (Dec 06)

23.5%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Tax Saving Fund

Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

20.3787

NAV (Dec 6)

Fund Returns

Last 1Y

12.1%

Last 3Y

24.4%

Last 5Y

NA

Last 10Y

NA

Since Inception

23.5%

6 Month CAGR

12.7%

Scheme Information

Investment Objective

To seek to generate long-term capital appreciation through a diversified portfolio of equity and equity related instruments.

Expense Ratio

2.23

Launched (3y ago)

Jul 26, 2019

AUM in Crores

848.186

ISIN

INF879O01092

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

1000

Lumpsum Min.

500

Standard Deviation (3yr)

18.4

Standard Deviation (5yr)

0

Beta (3yr)

0.73

Beta (5yr)

0

Sharpe Ratio (3yr)

1.049

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Raj Mehta

Fund Manager

Raunak Onkar

Fund Manager

Rukun Tarachandani

Fund Manager

Rajeev Thakkar

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-12-06

Top Stock Holdings

treps

12%
12%

bajaj holdings and investment ltd

8.4%
8.4%

housing development finance corp ltd

7.4%
7.4%

itc ltd

6.6%
6.6%

icici bank ltd

6%
6%
See all holdings

Allocation by Sector

financial services

33.7%
33.7%

technology

14.7%
14.7%

consumer cyclical

13.4%
13.4%

consumer defensive

7.6%
7.6%

energy

5.1%
5.1%
See all sectors

Compare Parag Parikh Tax Saver Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

PPFAS Asset Management Pvt. Ltd

PPFAS Asset Management Pvt. Ltd manages assets worth 31,120 crores and was set up on 8 August 2011. It's current offering of mutual fund schemes includes 2 equity,5 debt and 3 hybrid funds.

amc-img

  • 022-61406555
  • priyah@ppfas.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    23.5%

    18.2%

    3.7%

    4.5%

    24.4%

    23.5%

    -

    7.8%

    -

    0.1%

    Parag Parikh Tax Saver Fund (G) Review

    Parag Parikh Tax Saver Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 23.5% over a period of 3 years. The fund is managed by PPFAS Asset Management Pvt. Ltd. The fund managers are Rajeev Thakkar, Raj Mehta, Raunak Onkar, Rukun Tarachandani.

    Nav of Parag Parikh Tax Saver Fund (G) as of 12/6/2022 is ₹20.38 with the total AUM as of 12/7/2022 is ₹848.186. With Scripbox you can compare and check the latest nav for all mutual funds in India. Parag Parikh Tax Saver Fund (G) was launched on Jul 26, 2019. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Parag Parikh Tax Saver Fund (G) is ₹1000 and you can increase this in multiples of ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.

    Parag Parikh Tax Saver Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.

    Parag Parikh Tax Saver Fund (G) is rated as a 0 fund in Equity and delivered 12.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Parag Parikh Tax Saver Fund (G).

    Frequently Asked Questions

    What is Parag Parikh Tax Saver Fund (G)?

    Parag Parikh Tax Saver Fund (G) is a Tax Saving Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Parag Parikh Tax Saver Fund (G)?

    You can invest in Parag Parikh Tax Saver Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Parag Parikh Tax Saver Fund (G)?

    The minimum sip amount for Parag Parikh Tax Saver Fund (G) is ₹1000. You can invest in multiples of ₹500.

    Is Parag Parikh Tax Saver Fund (G) good to invest in?

    As per Scripbox experts, Parag Parikh Tax Saver Fund (G) is a Not Reviewed Yet fund. You can investParag Parikh Tax Saver Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Parag Parikh Tax Saver Fund (G)?

    The expense ratio of the Parag Parikh Tax Saver Fund (G) is 2.23% for regular plan.