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) | ₹29667 Cr | ₹5294 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 | 1.83% | 1.43% |
6 Month | 4.63% | 7.36% |
1 Year | 3% | 10% |
3 Year | 28.44% | 21.74% |
5 Year | 27.43% | 24.55% |
SIP Return Analysis
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
6 Month | 8.76% | 8.54% |
1 Year | 10.53% | 15.71% |
3 Year | 24.67% | 20.01% |
5 Year | 24.09% | 20% |
Rolling Lumpsum Returns
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Year | 10.42% | 23.61% |
3 Year | 13.24% | 22.24% |
5 Year | 13.27% | 24.07% |
Risk Management
Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Standard Deviation | 13.09% | 9.78% |
Sharp | 1.36% | 1.50% |
Beta | 0.94% | 0.64% |
Alpha | 7.65% | 5.93% |
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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 | 11.47 | 17.67 |
Large Cap | 61.69 | 70.79 |
Small Cap | 10.2 | 9.85 |
Mid Cap | 16.64 | 1.7 |
Sector Allocation
Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 8.24 | 17.67 |
Energy | 9.45 | 6.05 |
Technology | 10.15 | 12.58 |
Consumer Cyclical | 8.63 | 14.94 |
Basic Materials | 8.41 | 0.48 |
Industrials | 8.2 | 0.92 |
Financial Services | 27.88 | 30.26 |
Healthcare | 7.43 | 4.36 |
Consumer Defensive | 4.66 | 5.24 |
Utilities | 4.29 | 5.96 |
Communication Services | 1.92 | 1.55 |
Real Estate | 0.74 | - |
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