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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) | ₹30271 Cr | ₹5538 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 | -2.48% | -0.94% |
| 6 Month | 7.79% | 7.78% |
| 1 Year | -0.47% | 7.6% |
| 3 Year | 23.58% | 18.45% |
| 5 Year | 24.82% | 22.26% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.1% | 2.87% |
| 1 Year | 2.45% | 7.44% |
| 3 Year | 20.18% | 16.74% |
| 5 Year | 21.39% | 17.86% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 10.2% | 22.57% |
| 3 Year | 13.51% | 22.15% |
| 5 Year | 13.34% | 24.48% |
Risk Management
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13.09% | 9.65% |
| Sharp | 1.35% | 1.24% |
| Beta | 0.95% | 0.66% |
| Alpha | 7.18% | 5.77% |
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 | 7.8 | 15.23 |
| Large Cap | 61.91 | 71.06 |
| Small Cap | 12.03 | 12.44 |
| Mid Cap | 18.26 | 1.27 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 6.26 | 15.23 |
| Energy | 9.03 | 5.58 |
| Technology | 7.83 | 11.22 |
| Consumer Cyclical | 9.31 | 15.94 |
| Basic Materials | 10.03 | 0.59 |
| Industrials | 8.45 | 1 |
| Financial Services | 29.46 | 29.49 |
| Healthcare | 7.59 | 4.36 |
| Consumer Defensive | 4.53 | 7 |
| Utilities | 4.47 | 5.97 |
| Communication Services | 1.94 | 3.62 |
| Real Estate | 1.1 | - |
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