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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 | 2.5% | 1.92% |
| 6 Month | -2.95% | 0.75% |
| 1 Year | 8.35% | 13.29% |
| 3 Year | 23.96% | 17.82% |
| 5 Year | 29.32% | 27.85% |
SIP Return Analysis
| Scheme Name | SBI Long Term Equity Fund - Regular Plan- Growth | Parag Parikh Tax Saver Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.66% | 2.34% |
| 1 Year | -3.7% | 4.87% |
| 3 Year | 23.74% | 18.6% |
| 5 Year | 23.76% | 19.8% |
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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