PunjiPUNJI
Live AI ↗
ELSSPPFAS Asset Management Pvt. Ltd.

Parag Parikh ELSS Tax Saver Fund - Direct Growth

Benchmark: Nifty 500 TRI · Riskometer: Very High

₹31.8123

NAV (2026-08-30)

₹5,607.87 Cr

AUM (2026-08-27)

0.54%

EXPENSE RATIO (DIRECT)

2019-07-04

INCEPTION

BQuality · 76.4/100
ASafety · 85.9/100
ACompound · 84.2/100

Punji Fund Health Score - percentile-within-category. See methodology.

CHART

Rolling CAGR by holding period - min, median, max

Each group is one holding-period length. Full range of outcomes across every overlapping window in the fund's history, not one trailing number.

-23%8.9%40%72%104%1Y3Y5Y7Y
Min rolling CAGRMedian rolling CAGRMax rolling CAGR
MetricValuePercentileCategory median
3Y Rolling CAGR22.6%100th 15.4%
3Y Sharpe Ratio0.3934.78th 0.46
3Y Alpha-0.5%30.43th 0.5%
3Y Std Deviation10.8%100th (lower is better)13.6%
Expense Ratio (Direct)0.54%93.94th (lower is better)0.99%

-0.4966

Alpha (%)

0.7108

Beta

73.8936

Up Capture

6.3184

Tracking Error (%)

3-year window vs. Nifty 500 TRI.

CHART

Top sector holdings

Share of portfolio (% to NAV) in each of the top sectors.

20.33%12.41%11.29%7.8%6.81%5.97%TOP 665%
Banks 20.33%Finance 12.41%IT - Software 11.29%Automobiles 7.8%Power 6.81%Consumable Fuels 5.97%

TOP HOLDINGS

HDFC Bank Limited (Banks)7.58%
Bajaj Holdings & Investment Limited (Finance)7.02%
Power Grid Corporation of India Limited (Power)6.81%
Coal India Limited (Consumable Fuels)5.97%
Maharashtra Scooters Limited (Finance)5.39%
ICICI Bank Limited (Banks)5.13%
ITC Limited (Diversified FMCG)5.09%
HCL Technologies Limited (IT - Software)4.53%
Kotak Mahindra Bank Limited (Banks)4.17%

Funds that behave most similarly (beta, capture ratios, volatility - not holdings overlap). Pick up to 2 to compare alongside this fund:

Data as of 2026-08-31. Source: AMFI disclosures via Punji. Not investment advice.