Parag Parikh Tax Saver Fund Regular vs SBI Long Term Equity Fund compare
SBI Long Term Equity Fund - Regular Plan- Growth
Parag Parikh Tax Saver Fund Regular - Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Month | 2.69% | 3.44% |
6 Month | -3.47% | 0.41% |
1 Year | 9.9% | 15.08% |
3 Year | 23.99% | 18.18% |
5 Year | 29.47% | 28.26% |
SIP Return Analysis
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
6 Month | -0.77% | 1.01% |
1 Year | -5.15% | 2.95% |
3 Year | 23.15% | 17.82% |
5 Year | 23.49% | 19.45% |
Rolling Lumpsum Returns
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
1 Year | 10.61% | 25.21% |
3 Year | 12.89% | 22.41% |
5 Year | 13.14% | 23.68% |
Risk Management
Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Standard Deviation | 13.09% | 10.084% |
Sharp | 1.03% | 0.992% |
Beta | 0.95% | 0.659% |
Alpha | 8.29% | 4.826% |
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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 | 13.13 | 19.06 |
Large Cap | 58.86 | 70.53 |
Small Cap | 9.25 | 7.9 |
Mid Cap | 18.76 | 2.51 |
Sector Allocation
Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
---|---|---|
Others | 13.06 | 18.87 |
Energy | 7.8 | 6.06 |
Technology | 9.22 | 13.18 |
Consumer Cyclical | 8.19 | 14.3 |
Basic Materials | 7.96 | 0.28 |
Industrials | 7.96 | 0.73 |
Financial Services | 25.67 | 31.18 |
Healthcare | 7.68 | 4.43 |
Consumer Defensive | 3.92 | 5.07 |
Utilities | 4.36 | 5.91 |
Communication Services | 3.4 | - |
Real Estate | 0.78 | - |
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