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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 | 5.07% | 3.63% |
| 6 Month | -11.18% | -6.44% |
| 1 Year | 8.03% | 11.19% |
| 3 Year | 22.35% | 16.33% |
| 5 Year | 31.81% | 29.32% |
SIP Return Analysis
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | -3.66% | -0.55% |
| 1 Year | -6.43% | 3.23% |
| 3 Year | 23.63% | 18.32% |
| 5 Year | 24.02% | 20.12% |
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 | 1.05% | 0.992% |
| Beta | 0.96% | 0.659% |
| Alpha | 8.59% | 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 | 9.84 | 19.06 |
| Large Cap | 59.98 | 70.53 |
| Small Cap | 10.2 | 7.9 |
| Mid Cap | 19.98 | 2.51 |
Sector Allocation
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 9.76 | 18.87 |
| Energy | 8.03 | 6.06 |
| Technology | 10.54 | 13.18 |
| Consumer Cyclical | 8.83 | 14.3 |
| Basic Materials | 7.4 | 0.28 |
| Industrials | 9.85 | 0.73 |
| Financial Services | 25.05 | 31.18 |
| Healthcare | 7.38 | 4.43 |
| Consumer Defensive | 4.14 | 5.07 |
| Utilities | 4.73 | 5.91 |
| Communication Services | 3.31 | - |
| Real Estate | 0.97 | - |
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