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Parag Parikh Tax Saver Fund Regular vs SBI Long Term Equity Fund compare

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tortoise-icon SBI ELSS Tax Saver Fund - Regular Plan- Growth

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tortoise-icon Parag Parikh Tax Saver Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI ELSS Tax Saver Fund - Regular Plan- Growth Parag Parikh Tax Saver Fund Regular - Growth
Fund SBI ELSS Tax Saver Fund - Regular Plan- Growth Parag Parikh Tax Saver Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹32326 Cr ₹5867 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹500
Launch Date 31 Mar 1993 24 Jul 2019
Category ELSS ELSS
Fund Type Open Ended Open Ended
Benchmark BSE 500 TRI NIFTY 500 TRI
Turn Over 15% %
Expense Ratio 1.59 1.73
Manager Dinesh Balachandran Rajeev Thakkar
ISIN Code INF200K01495 INF879O01092
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name SBI ELSS Tax Saver Fund - Regular Plan- Growth Parag Parikh Tax Saver Fund Regular - Growth
1 Month 0.39% 0.03%
6 Month 3.1% 0.46%
1 Year 2.03% 3.21%
3 Year 22.43% 16.43%
5 Year 22.27% 18.83%

SIP Return Analysis

Scheme Name SBI ELSS Tax Saver Fund - Regular Plan- Growth Parag Parikh Tax Saver Fund Regular - Growth
6 Month 2.31% 0.05%
1 Year 12.85% 7.6%
3 Year 18.21% 13.7%
5 Year 20.1% 15.58%

Rolling Lumpsum Returns

Scheme Name SBI ELSS Tax Saver Fund - Regular Plan- Growth Parag Parikh Tax Saver Fund Regular - Growth
1 Year 11.13% 20.72%
3 Year 15.81% 21.89%
5 Year 13.89% 23.38%

Risk Management

Scheme Name SBI ELSS Tax Saver Fund - Regular Plan- Growth Parag Parikh Tax Saver Fund Regular - Growth
Standard Deviation 13.03% 9.38%
Sharp 1.15% 0.95%
Beta 0.95% 0.66%
Alpha 6.70% 3.20%

Fund Managers

Scheme Name SBI ELSS Tax Saver Fund - Regular Plan- Growth Parag Parikh Tax Saver Fund Regular - Growth
Name Dinesh Balachandran Rajeev Thakkar
Total AUM ₹69808 Cr ₹0 Cr
Funds Managed 4 5
SBI ELSS Tax Saver Fund - Regular Plan- Growth Parag Parikh Tax Saver Fund Regular - Growth

Market Cap

Scheme Name

SBI ELSS Tax Saver Fund - Regular Plan- Growth

Parag Parikh Tax Saver Fund Regular - Growth

Others 8.9 14.44
Large Cap 60.04 71.06
Small Cap 13.18 13.53
Mid Cap 17.88 0.97

Sector Allocation

Scheme Name

SBI ELSS Tax Saver Fund - Regular Plan- Growth

Parag Parikh Tax Saver Fund Regular - Growth

Others 7.17 13.5
Energy 9.1 5.51
Technology 7.13 10.79
Consumer Cyclical 10.15 9.39
Basic Materials 10.67 0.49
Industrials 7.41 2.35
Financial Services 28.81 35.64
Healthcare 6.54 4.09
Consumer Defensive 4.23 8.38
Utilities 4.3 6.13
Communication Services 3.4 3.72
Real Estate 1.09 -

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