Parag Parikh Tax Saver Fund Regular vs SBI Long Term Equity Fund compare
SBI ELSS Tax Saver Fund - Regular Plan- Growth
Parag Parikh Tax Saver Fund Regular - Growth
Chart Comparison
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) | ₹31783 Cr | ₹5791 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 | 2.64% | 0.61% |
| 6 Month | 5.35% | 3.81% |
| 1 Year | 7.07% | 6.64% |
| 3 Year | 23.27% | 16.25% |
| 5 Year | 24.22% | 20.09% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.27% | -0.03% |
| 1 Year | 11.54% | 7.67% |
| 3 Year | 18.99% | 14.61% |
| 5 Year | 20.57% | 16.24% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 11.17% | 20.96% |
| 3 Year | 15.72% | 21.93% |
| 5 Year | 13.88% | 23.65% |
Risk Management
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13.09% | 9.37% |
| Sharp | 1.25% | 0.98% |
| Beta | 0.95% | 0.66% |
| Alpha | 6.23% | 3.02% |
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 | 8.27 | 15.3 |
| Large Cap | 60.68 | 70.57 |
| Small Cap | 12.81 | 13.13 |
| Mid Cap | 18.24 | 1.01 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 6.48 | 14.38 |
| Energy | 8.88 | 5.68 |
| Technology | 7.25 | 10.5 |
| Consumer Cyclical | 10.25 | 9.55 |
| Basic Materials | 10.8 | 0.49 |
| Industrials | 7.51 | 1.02 |
| Financial Services | 28.72 | 36.55 |
| Healthcare | 7.32 | 4.14 |
| Consumer Defensive | 4.32 | 8.16 |
| Utilities | 4.26 | 6.05 |
| Communication Services | 3.17 | 3.49 |
| Real Estate | 1.04 | - |
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