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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) | ₹32609 Cr | ₹5915 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 | -1.45% | -2.8% |
| 6 Month | 1.41% | -2.64% |
| 1 Year | 8.16% | 4.75% |
| 3 Year | 23.83% | 15.85% |
| 5 Year | 20.97% | 17.43% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | -2.06% | -4.39% |
| 1 Year | 1.04% | -4.61% |
| 3 Year | 13.82% | 9.42% |
| 5 Year | 18.07% | 13.25% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 11.03% | 20.16% |
| 3 Year | 15.97% | 21.76% |
| 5 Year | 13.96% | 23.09% |
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 | 1.31% | 1.18% |
| Beta | 0.95% | 0.65% |
| Alpha | 6.49% | 3.65% |
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 | 10.79 | 14.25 |
| Large Cap | 58.85 | 70.71 |
| Small Cap | 11.91 | 14.07 |
| Mid Cap | 18.44 | 0.97 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 7.94 | 12.78 |
| Energy | 9.2 | 5.54 |
| Technology | 7.43 | 11.19 |
| Consumer Cyclical | 10.72 | 9.56 |
| Basic Materials | 10.16 | 0.49 |
| Industrials | 6.13 | 3.66 |
| Financial Services | 29.37 | 34.34 |
| Healthcare | 6.54 | 4.15 |
| Consumer Defensive | 4 | 8.38 |
| Utilities | 4.09 | 6.11 |
| Communication Services | 3.33 | 3.8 |
| Real Estate | 1.09 | - |
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