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SBI Long Term Equity Fund vs Parag Parikh Tax Saver Fund Regular 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) | ₹32326 Cr | ₹5867 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 | 0.84% | 0.68% |
| 6 Month | 3.6% | 0.71% |
| 1 Year | 5.81% | 6.18% |
| 3 Year | 24.84% | 18.05% |
| 5 Year | 21.88% | 18.61% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.37% | -1.17% |
| 1 Year | 9.93% | 4.11% |
| 3 Year | 17.81% | 13.07% |
| 5 Year | 20.19% | 15.37% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 11.11% | 20.5% |
| 3 Year | 15.88% | 21.82% |
| 5 Year | 13.92% | 23.25% |
Risk Management
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13.09% | 9.38% |
| Sharp | 1.21% | 0.95% |
| Beta | 0.95% | 0.66% |
| Alpha | 6.3% | 3.20% |
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 | 9.93 | 14.71 |
| Large Cap | 59.36 | 70.72 |
| Small Cap | 12.34 | 13.59 |
| Mid Cap | 18.36 | 0.97 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 7.31 | 13.88 |
| Energy | 9.14 | 5.26 |
| Technology | 7.33 | 11.13 |
| Consumer Cyclical | 10.76 | 9.48 |
| Basic Materials | 9.98 | 0.49 |
| Industrials | 6.68 | 2.28 |
| Financial Services | 29.45 | 35.09 |
| Healthcare | 6.67 | 4.2 |
| Consumer Defensive | 4.02 | 8.38 |
| Utilities | 4.14 | 5.99 |
| Communication Services | 3.35 | 3.82 |
| Real Estate | 1.16 | - |
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