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

Link copied to clipboard!

tortoise-icon SBI Long Term Equity Fund - Regular Plan- Growth

Invest Now

tortoise-icon Parag Parikh Tax Saver Fund Regular - Growth

Invest Now

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) ₹25732 Cr ₹3731 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹500
Launch Date 31 Mar 1993 05 Jul 2019
Category ELSS ELSS
Fund Type Open Ended Open-ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 15% %
Expense Ratio 1.61 1.71
Manager Dinesh Balachandran Rajeev Thakkar
ISIN Code INF200K01495 INF879O01092
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Parag Parikh Tax Saver Fund Regular - Growth
1 Month -5.29% 1.82%
6 Month 10.56% 15.27%
1 Year 51.5% 37.41%
3 Year 23.98% 21.31%
5 Year 24.64% 24.85%

SIP Return Analysis

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Parag Parikh Tax Saver Fund Regular - Growth
6 Month - -
1 Year 24.14% 13.16%
3 Year 61.1% 35.74%
5 Year 108.17% 78.64%

Rolling Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Parag Parikh Tax Saver Fund Regular - Growth
1 Year 9.44% 25.99%
3 Year 10.41% 22.66%
5 Year 11.65% 24.58%

Risk Management

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Parag Parikh Tax Saver Fund Regular - Growth
Standard Deviation 13.09% 9.65%
Sharp 1.39% 1.4%
Beta 0.96% 0.66%
Alpha 9.53% 5.01%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 11 17.59
Large Cap 52.27 64.26
Small Cap 14.68 10.65
Mid Cap 22.05 7.5

Sector Allocation

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

Parag Parikh Tax Saver Fund Regular - Growth

Others 9.03 10.54
Automobile 7.87 11.08
Energy 15.89 7.26
Technology 5.41 13.73
Materials 2.39 6.44
Construction 1.76 -
Metals & Mining 5.52 1.8
Financial 20.96 36.57
Healthcare 7.61 3.51
Insurance 3 -
Consumer Staples 2.64 6.76
Services 3.69 2.08
Capital Goods 9 0.23
Consumer Discretionary 0.58 -
Communication 3.2 -
Chemicals 1.45 -

Top Comparisons

SBI Long Term Equity Fund - Regular Plan- Growth SBI Long Term Equity Fund - Regular Plan- Growth

3Y Returns23.98%

VS

Tata ELSS Tax Saver Fund-Growth-Regular Plan Tata ELSS Tax Saver Fund-Growth-Regular Plan

3Y Returns19.99%

Compare Now

LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Growth

3Y Returns13.93%

VS

LIC MF Flexi Cap Fund-Regular Plan-Growth LIC MF Flexi Cap Fund-Regular Plan-Growth

3Y Returns13.93%

Compare Now

UTI Banking & PSU Fund- Regular Plan - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option

3Y Returns7.67%

VS

Sundaram Banking and PSU Debt Fund Regular Plan - Growth Sundaram Banking and PSU Debt Fund Regular Plan - Growth

3Y Returns5.73%

Compare Now

WhiteOak Capital Large Cap Fund Regular Plan Growth WhiteOak Capital Large Cap Fund Regular Plan Growth

3Y Returns0%

VS

Invesco India Largecap Fund - Growth Invesco India Largecap Fund - Growth

3Y Returns13.71%

Compare Now
Request call back
Add to Cart Successfully