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SBI Long Term Equity Fund vs Parag Parikh Tax Saver Fund Regular 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% | -2.38% |
| 6 Month | -10.71% | -6.07% |
| 1 Year | 5.7% | 7.74% |
| 3 Year | 23.39% | 16.88% |
| 5 Year | 25.45% | 23.32% |
SIP Return Analysis
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | -7.7% | -4.99% |
| 1 Year | -11.82% | -3.63% |
| 3 Year | 21.28% | 15.57% |
| 5 Year | 22.71% | 18.72% |
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 | 14.317% | 10.084% |
| Sharp | 1.06% | 0.992% |
| Beta | 0.966% | 0.659% |
| Alpha | 8.908% | 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 |
| 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 | 9.83866 | 19.05876 |
| Large Cap | 59.98064 | 70.5315 |
| Small Cap | 10.20202 | 7.90237 |
| Mid Cap | 19.97863 | 2.50739 |
Sector Allocation
| Scheme Name |
SBI Long Term Equity Fund - Regular Plan- Growth |
Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| Others | 9.76154 | 18.87034 |
| Energy | 8.03366 | 6.0551 |
| Technology | 10.54461 | 13.17871 |
| Consumer Cyclical | 8.83256 | 14.2996 |
| Basic Materials | 7.39798 | 0.27812 |
| Industrials | 9.84964 | 0.72553 |
| Financial Services | 25.04649 | 31.17912 |
| Healthcare | 7.38488 | 4.43014 |
| Consumer Defensive | 4.14215 | 5.06939 |
| Utilities | 4.72567 | 5.91397 |
| Communication Services | 3.31363 | - |
| Real Estate | 0.96714 | - |
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