SBI Long Term Equity Fund vs Parag Parikh Tax Saver Fund Regular 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	3.02%	3.21%
6 Month	-1.83%	2.05%
1 Year	4.39%	12.84%
3 Year	28.85%	21.86%
5 Year	28.61%	26.24%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Parag Parikh Tax Saver Fund Regular - Growth
6 Month	6.72%	7.08%
1 Year	5.34%	11.31%
3 Year	23.97%	19.28%
5 Year	23.62%	19.69%

Scheme Name	SBI Long Term Equity 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%

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Parag Parikh Tax Saver Fund Regular - Growth
Standard Deviation	13.09%	10.084%
Sharp	1.36%	0.992%
Beta	0.94%	0.659%
Alpha	7.65%	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	9.14	19.06
Large Cap	61.53	70.53
Small Cap	11.28	7.9
Mid Cap	18.05	2.51

Scheme Name	SBI Long Term Equity Fund - Regular Plan- Growth	Parag Parikh Tax Saver Fund Regular - Growth
Others	9.14	18.87
Petroleum Products	7.08	-
IT - Software	9.75	-
Retailing	2.39	-
Cement & Cement Products	2.02	-
Construction	0.35	-
Non - Ferrous Metals	1.08	-
Banks	22.62	-
Pharmaceuticals & Biotechnology	5.72	-
Healthcare Services	0.98	-
Ferrous Metals	3.05	-
Insurance	2.15	-
Industrial Products	5.54	-
Automobiles	4.39	-
Personal Products	0.88	-
Finance	2.54	-
Capital Markets	1.56	-
Gas	3.01	-
Transport Services	0.65	-
Diversified FMCG	3.2	-
Electrical Equipment	0.72	-
Oil	1.46	-
Consumer Durables	1.01	-
Telecom - Services	2	-
Chemicals & Petrochemicals	0.54	-
Fertilizers & Agrochemicals	0.71	-
Beverages	0.92	-
Leisure Services	0.75	-
Realty	0.76	-
Power	3.03	-
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