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Parag Parikh ELSS Tax Saver Fund- Direct Growth

PPFAS Mutual Fund · Equity · mandate: ≥80% in equities; 3-year lock-in (Sec 80C) · benchmark: NIFTY 500 TRI (TRI proxy)
AUM (all plans)
5,584 cr
TER direct / regular
0.67% / 1.85%
Active return /yr (full)
1.6%
Score
55
Rank (Score, pool)
#58 of 245
Percentile (full, pool)
43
IR vs benchmark
0.16
CAGR (absolute)
15.1%
Max drawdown
-23.1%
Months of data
85
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Cumulative active return

20192020202120222023202420252026-21634Cumulative active return vs benchmark, %
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.

Equity curve

2019202020212022202320242025202679214350Fund (NAV=100)Benchmark: NIFTY 500 TRICategory median (Flexi)

Drawdown

20192020202120222023202420252026-23-120Drawdown %

Fiscal-year record

FYActive vs BMvs categoryIR%ileTEBenchmarkFund returnmonths
FY226.9%7.7%0.91876.2%21.6%28.5%12
FY239.5%6.5%1.04848.4%-1.6%7.9%12
FY24-4.9%-6.3%-0.68215.7%40.1%35.2%12
FY259.4%6.9%1.52915.3%5.9%15.4%12
FY26-3.6%-4.4%-0.91144.7%-3.1%-6.8%12
FY27*-9.1%-10.9%-3.9615.2%15.1%6.0%5
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly active returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2019-0.4-1.4+0.2-1.6
2020+1.0+2.6+3.4-3.0+6.1-1.3+4.1-0.2+6.3-3.5-5.6-1.1+8.1
2021+2.0-4.8+1.4+1.6-0.2-0.6+3.4-2.5+2.6-0.9+1.9+1.6+5.1
2022+0.1+0.5-1.7+0.3+4.0+0.4-3.4-1.6+3.3+2.1-2.0+0.1+1.9
2023+3.8+2.4-0.9-0.2-0.6-1.9-1.4+1.5+1.4+1.8-1.5-3.0+1.1
2024+0.5+1.6-1.8-0.7-0.4-1.1+1.2+0.3+1.2+2.1+0.5+1.9+5.1
2025+1.9+3.2-2.0-1.5-1.0-0.2+1.0+0.2-0.4-2.7-0.6+0.2-2.0
2026-0.1-1.8+2.6-4.2-1.6-0.6-0.4-1.7-7.7
Fund monthly return minus benchmark; the year column compounds each separately and differences them.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2019+1.3+3.6+3.4-0.1+0.8+9.2
2020+0.8-3.6-20.2+11.0+3.9+6.9+10.8+3.3+6.0-0.9+6.2+6.3+29.8
2021+0.1+3.0+2.4+2.0+6.9+1.4+4.9+4.0+6.0-0.7-0.9+3.9+38.0
2022-0.4-3.5+2.4-0.4-0.2-4.6+6.3+3.1-0.0+6.2+1.4-3.1+6.6
2023+0.5-0.3-0.6+4.4+3.2+2.4+2.5+0.8+3.5-1.1+5.6+5.0+28.8
2024+2.4+3.1-1.0+2.8+0.3+5.8+5.6+1.3+3.3-4.2+0.5+0.5+21.8
2025-1.5-4.6+5.4+1.7+2.7+3.5-1.8-1.6+0.8+1.7+0.4-0.1+6.2
2026-3.4-1.4-8.8+6.3-1.6+1.0+1.8-1.4-7.8

Quarterly average AUM & estimated net flows

20192020202120222023202420252026112,9255,840AUM (quarter avg), ₹cr
-456637
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.