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

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SBI Long Term Equity Fund - Regular Plan- Growth

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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 Long Term Equity Fund - Regular Plan- Growth	Parag Parikh Tax Saver Fund Regular - Growth
Fund	SBI Long Term Equity Fund - Regular Plan- Growth	Parag Parikh Tax Saver Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹27306 Cr	₹4572 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	1.6	1.73
Manager	Dinesh Balachandran	Rajeev Thakkar
ISIN Code	INF200K01495	INF879O01092
Exits Load	Data not available./365	Data not available./365

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Parag Parikh Tax Saver Fund Regular - Growth
1 Month	8.48%	7.47%
6 Month	-3.66%	0.87%
1 Year	9.13%	13.62%
3 Year	25.62%	19.37%
5 Year	29.52%	27.88%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Parag Parikh Tax Saver Fund Regular - Growth
6 Month	1.18%	2.37%
1 Year	-2.41%	5.47%
3 Year	23.3%	18.17%
5 Year	23.4%	19.4%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Parag Parikh Tax Saver Fund Regular - Growth
1 Year	10.61%	25.21%
3 Year	12.89%	22.41%
5 Year	13.14%	23.68%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Parag Parikh Tax Saver Fund Regular - Growth
Standard Deviation	13.09%	10.084%
Sharp	1.03%	0.992%
Beta	0.95%	0.659%
Alpha	8.29%	4.826%

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Scheme Name	SBI Long Term Equity 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 Long Term Equity Fund - Regular Plan- Growth	Parag Parikh Tax Saver Fund Regular - Growth

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Parag Parikh Tax Saver Fund Regular - Growth
Others	9.01	19.06
Large Cap	61.32	70.53
Small Cap	11.41	7.9
Mid Cap	18.26	2.51

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Parag Parikh Tax Saver Fund Regular - Growth
Others	9.01	18.87
Petroleum Products	6.58	-
IT - Software	10.28	-
Retailing	2.32	-
Cement & Cement Products	2.17	-
Construction	0.38	-
Non - Ferrous Metals	1.22	-
Banks	21.9	-
Pharmaceuticals & Biotechnology	5.42	-
Healthcare Services	1.03	-
Ferrous Metals	3.21	-
Insurance	2.09	-
Industrial Products	6.06	-
Automobiles	4.36	-
Personal Products	0.84	-
Finance	2.69	-
Capital Markets	1.47	-
Gas	2.96	-
Transport Services	0.56	-
Diversified FMCG	2.13	-
Electrical Equipment	0.73	-
Oil	1.51	-
Consumer Durables	1.06	-
Telecom - Services	3.48	-
Chemicals & Petrochemicals	0.58	-
Fertilizers & Agrochemicals	0.67	-
Beverages	0.88	-
Leisure Services	0.72	-
Realty	0.68	-
Power	3.01	-
Technology	-	13.18
Healthcare	-	4.43
Financial Services	-	31.18
Consumer Cyclical	-	14.3
Basic Materials	-	0.28
Consumer Defensive	-	5.07
Energy	-	6.06
Utilities	-	5.91
Industrials	-	0.73