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

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tortoise-icon SBI ELSS Tax Saver Fund - Regular Plan- Growth

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tortoise-icon 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) ₹30616 Cr ₹5557 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 1.7% 0.75%
6 Month 6.97% 8.49%
1 Year 2.06% 7.36%
3 Year 28.22% 21.74%
5 Year 27.47% 24.8%

SIP Return Analysis

Scheme Name SBI ELSS Tax Saver Fund - Regular Plan- Growth Parag Parikh Tax Saver Fund Regular - Growth
6 Month 7.29% 6.1%
1 Year 8.48% 11.43%
3 Year 23.81% 18.73%
5 Year 23.53% 19.2%

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 1.58% 1.50%
Beta 0.94% 0.64%
Alpha 7.03% 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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