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

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

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SBI ELSS Tax Saver 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 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	0.14%	0.26%
6 Month	4.33%	2.59%
1 Year	2.64%	4.42%
3 Year	22.15%	15.98%
5 Year	22.75%	19.22%

SIP Return Analysis

Scheme Name	SBI ELSS Tax Saver Fund - Regular Plan- Growth	Parag Parikh Tax Saver Fund Regular - Growth
6 Month	3.43%	0.48%
1 Year	13.56%	7.57%
3 Year	19.32%	14.35%
5 Year	20.93%	16.19%

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	13.09%	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	8.9	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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