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Fund Family
Category
Scheme
Parag Parikh ELSS Tax Saver Fund (G)
Summary Info
Fund Name : PPFAS Mutual Fund
Scheme Name : Parag Parikh ELSS Tax Saver Fund (G)
AMC : PPFAS Mutual Fund
Type : Open
Category : Equity - Tax Planning
Launch Date : 04-Jul-19
Fund Manager : Rajeev Thakkar
Net Assets:(Rs in cr) 5768.08
NAV Graph
NAV Details
NAV Date : 02-Mar-26
NAV [Rs] : 30.17
Buy/Repurchase Price [Rs] : 0.00
Sell/Resale Price [Rs] : 0.00
Entry Load % : Nil
Exit Load % : Nil
Latest Payouts
  Dividends Bonus
Ratio NA NA
Record Date NA NA
Investment Details
Tax Benefits : Section NA
Min. Investment (Rs) : 500
Increm.Investment (Rs) : 500
Performance(%)
  1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year Since INC
Scheme Return -1.34 -0.87 -4.97 -3.42 4.87 15.33 16.33 18.36
Category Avg -0.88 1.75 -3.65 0.33 13.88 17.85 16.06 14.58
Category Best 0.53 5.11 -0.42 6.74 21.43 24.86 22.72 22.78
Category Worst -1.72 -0.87 -7.25 -6.28 3.67 7.22 9.69 6.82
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
  Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
  0.6490 2.6110 1.1869 3.7985 -0.0030
* Move mouse over the headings to view the definitions.
Asset Allocation
Holdings 31-Jan-26
Company Name % Hold
HDFC Bank 7.69
Bajaj Holdings 6.60
Coal India 6.27
Power Grid Corpn 6.07
Mah. Scooters 5.51
ITC 5.04
ICICI Bank 4.78
Kotak Mah. Bank 4.11
Maruti Suzuki 4.03
HCL Technologies 3.87
Axis Bank 3.80
M & M 3.71
Infosys 3.68
Bharti Airtel 3.58
CMS Info Systems 3.28
CCL Products 2.36
Wipro 2.03
TCS 1.84
Dr Reddy's Labs 1.29
Zydus Lifesci. 1.25
Cipla 1.22
Balkrishna Inds 0.99
Zydus Wellness 0.88
Indian Energy Ex 0.87
EID Parry 0.53
VST Industries 0.39
Narayana Hrudaya 0.32
GE Shipping Co 0.28
C D S L 0.24
Swaraj Engines 0.19
Multi Comm. Exc. 0.12
Indus Towers 0.08
ICRA 0.06
NESCO 0.03
CIE Automotive 0.02
TBILL-364D 0.24
TREPS 2.25
Bajaj Finance 0.84
ICICI Securities 0.84
Kotak Securities 0.43
N A B A R D 0.42
REC Ltd 0.42
Net CA & Others 0.05
Bank of Baroda 1.68
Canara Bank 1.64
HDFC Bank 0.86
Kotak Mah. Bank 0.84
Axis Bank 0.83
N A B A R D 0.81
Indian Bank 0.42
Union Bank (I) 0.42
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