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

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

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tortoise-icon Parag Parikh Tax Saver Fund Regular - Growth

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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) ₹27559 Cr ₹4274 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 1.72
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 4.27% 2.76%
6 Month 4.07% 9.86%
1 Year 33.84% 22.44%
3 Year 25.23% 18.27%
5 Year 25.18% 23.8%

SIP Return Analysis

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Parag Parikh Tax Saver Fund Regular - Growth
6 Month - -
1 Year 23.93% 21.31%
3 Year 33.42% 23.63%
5 Year 29.76% 24.24%

Rolling Lumpsum Returns

Scheme Name SBI Long Term Equity Fund - Regular Plan- Growth Parag Parikh Tax Saver Fund Regular - Growth
1 Year 10.31% 26.51%
3 Year 12.57% 22.63%
5 Year 12.99% 24.62%

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 1.24% 1.4%
Beta 0.98% 0.66%
Alpha 7.54% 5.01%

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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 9.1 17.59
Large Cap 55.87 64.26
Small Cap 12.09 10.65
Mid Cap 22.94 7.5

Sector Allocation

Scheme Name

SBI Long Term Equity Fund - Regular Plan- Growth

Parag Parikh Tax Saver Fund Regular - Growth

Others 9.1 10.54
Petroleum Products 5.48 -
IT - Software 9.4 -
Cement & Cement Products 2.07 -
Construction 0.9 -
Non - Ferrous Metals 1.67 -
Banks 18.98 -
Pharmaceuticals & Biotechnology 5.31 -
Healthcare Services 1.6 -
Ferrous Metals 2.8 -
Insurance 2.65 -
Industrial Products 6.34 -
Automobiles 4.91 -
Personal Products 0.93 -
Finance 3.01 -
Capital Markets 1.58 -
Gas 3.3 -
Transport Services 0.78 -
Diversified FMCG 2.56 -
Electrical Equipment 1.65 -
Oil 1.64 -
Consumer Durables 0.88 -
Retailing 1.87 -
Telecom - Services 3.26 -
Chemicals & Petrochemicals 0.65 -
Fertilizers & Agrochemicals 0.82 -
Beverages 0.85 -
Leisure Services 0.63 -
Realty 1.13 -
Power 3.25 -
Financial - 36.57
Technology - 13.73
Healthcare - 3.51
Services - 2.08
Consumer Staples - 6.76
Energy - 7.26
Capital Goods - 0.23
Automobile - 11.08
Materials - 6.44
Metals & Mining - 1.8

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