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

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tortoise-icon SBI Long Term Equity 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 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) ₹29667 Cr ₹5294 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 Long Term Equity Fund - Regular Plan- Growth Parag Parikh Tax Saver Fund Regular - Growth
1 Month 2.97% 2.75%
6 Month 4.24% 6.72%
1 Year 5.63% 13.31%
3 Year 29.79% 22.57%
5 Year 28.2% 25.61%

SIP Return Analysis

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Parag Parikh Tax Saver Fund Regular - Growth
6 Month 8.72% 8.29%
1 Year 9.86% 14.52%
3 Year 25.61% 20.64%
5 Year 24.58% 20.39%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Parag Parikh Tax Saver Fund Regular - Growth
Standard Deviation 13.09% 10.42%
Sharp 1.36% 1.15%
Beta 0.94% 0.67%
Alpha 7.65% 4.80%

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Fund Managers

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

Market Cap

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

Sector Allocation

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

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