- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹30420 Cr | ₹5639 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 | -0.02% | -1.09% |
| 6 Month | 10.74% | 9.67% |
| 1 Year | -1.47% | 3.19% |
| 3 Year | 25.07% | 18.19% |
| 5 Year | 24.72% | 20.28% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.11% | 0.74% |
| 1 Year | 8.38% | 9.19% |
| 3 Year | 19.19% | 15.7% |
| 5 Year | 20.73% | 17.01% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 10.07% | 21.83% |
| 3 Year | 13.66% | 22.06% |
| 5 Year | 13.41% | 24% |
Risk Management
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13.09% | 9.75% |
| Sharp | 1.28% | 1.10% |
| Beta | 0.96% | 0.69% |
| Alpha | 6.79% | 4.55% |
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 | 7.94 | 14.42 |
| Large Cap | 61.47 | 71.03 |
| Small Cap | 12.51 | 13.49 |
| Mid Cap | 18.08 | 1.05 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 5.81 | 14.42 |
| Energy | 8.8 | 5.57 |
| Technology | 8.02 | 11.16 |
| Consumer Cyclical | 10.07 | 9.13 |
| Basic Materials | 10.65 | 0.54 |
| Industrials | 7.77 | 1.01 |
| Financial Services | 28.34 | 36.56 |
| Healthcare | 7.71 | 4.33 |
| Consumer Defensive | 4.51 | 7.75 |
| Utilities | 4.28 | 5.96 |
| Communication Services | 2.99 | 3.58 |
| Real Estate | 1.05 | - |
Top Comparisons
ITI Mid Cap Fund Regular - Growth
3Y Returns22.85%
Bandhan Midcap Fund Regular - Growth
3Y Returns20.97%
ICICI Prudential Global Advantage Fund (FOF) - Growth Option
3Y Returns20.97%
Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth
3Y Returns0%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns28.05%
Edelweiss Asean Equity Off-shore Fund - Regular Plan - Growth Option
3Y Returns12.34%
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.05%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns6.91%
