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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) | ₹30420 Cr | ₹5639 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 | 4.8% | 2.84% |
| 6 Month | 8.24% | 7.01% |
| 1 Year | 4.25% | 7.31% |
| 3 Year | 24.06% | 17.45% |
| 5 Year | 25.27% | 21.33% |
SIP Return Analysis
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.28% | 2.04% |
| 1 Year | 10.84% | 11.52% |
| 3 Year | 20.05% | 16.59% |
| 5 Year | 21.36% | 17.58% |
Rolling Lumpsum Returns
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 1 Year | 10.07% | 21.83% |
| 3 Year | 13.66% | 22.06% |
| 5 Year | 13.41% | 24% |
Risk Management
| Scheme Name | SBI ELSS Tax Saver Fund - Regular Plan- Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13.09% | 9.75% |
| Sharp | 1.28% | 1.10% |
| Beta | 0.96% | 0.69% |
| Alpha | 6.79% | 4.55% |
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 | 8.27 | 15.3 |
| Large Cap | 60.68 | 70.57 |
| Small Cap | 12.81 | 13.13 |
| Mid Cap | 18.24 | 1.01 |
Sector Allocation
| Scheme Name |
SBI ELSS Tax Saver Fund - Regular Plan- Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 6.48 | 14.38 |
| Energy | 8.88 | 5.68 |
| Technology | 7.25 | 10.5 |
| Consumer Cyclical | 10.25 | 9.55 |
| Basic Materials | 10.8 | 0.49 |
| Industrials | 7.51 | 1.02 |
| Financial Services | 28.72 | 36.55 |
| Healthcare | 7.32 | 4.14 |
| Consumer Defensive | 4.32 | 8.16 |
| Utilities | 4.26 | 6.05 |
| Communication Services | 3.17 | 3.49 |
| Real Estate | 1.04 | - |
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