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EquityELSSDirect · Growth

Parag Parikh ELSS Tax Saver Fund- Direct Growth

PPFAS · Scheme 147481

32.73 0.42%NAV · 2026-08-05
69
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
12.2%
Risk level
High
Min SIP
Benchmark
Nifty 500 TRI

NAV Growth

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Historical returns

PeriodReturn
1 Month+1.33%
3 Months+2.69%
6 Months-3.18%
1 Year-3.45%
3 Years (CAGR)+12.17%
5 Years (CAGR)+13.50%
10 Years (CAGR)
Since Launch+18.36%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns41
Consistency98
Risk-adjusted57
Downside protection77
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 5Y CAGR: +13.5%
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 87% of windows
  • Alpha vs benchmark: +4.1%
  • Volatility: 14% annualised

What to watch

  • 3Y CAGR vs category: -1.2% vs category avg
  • 1Y return: -3.5%

Risk metrics

Sharpe ratio
0.86
Sortino ratio
1.01
Volatility
13.68%
Max drawdown
-29.54%
Downside capture
71.80%

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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